Salt Lake City, Utah-based AdvisorPeak announced on Thursday a partnership and integration with Boston-based FinMason.
FinMason’s security-level investment analytics will be made available on AdvisorPeak’s trading and rebalancing platform.
FinMason claims that its technology, delivered to financial professionals via an API, offers users more than 700 analytics on every publicly-traded asset in the world.
On AdvisorPeak’s platform, the analytics will enable advisors to access forward-looking return projections and volatility insights for individual investments as well as risk profiling and asset class data.By accessing asset class data, the process of assigning security classifications can be automated on the platform.
“FinMason’s analytics engine is the perfect complement to our platform and will provide immense value as RIAs leverage our rebalancing capabilities to make timely decisions in the current market environment,” said Damon Deru, founder and CEO, AdvisorPeak, in comments released on Thursday. “This integration is also a great synergy to our real-time pricing feature.”