FinMason Announces FinRiver for the Salesforce AppExchange®

New app by FinMason provides a powerful solution for financial advisors seeking investment analytics, compliance and reporting solutions

FinMason Announces FinRiver for the Salesforce AppExchange®

FinMason, a FinTech company operating one of the largest and most scalable investment analytics platforms globally, announced today the launch of FinRiver for Salesforce AppExchange® empowering businesses to connect with their customers, partners and employees in entirely new ways. The app will allow users to easily map robust investment analytics into Salesforce fields and leverage a powerful analytics platform to produce informative charts, perform firm-wide compliance screens, analyze risk, construct portfolios, produce client reports, create custom fund information sheets and more.

FinRiver from FinMason

With this new integration, Salesforce customers can add portfolio and position-level investment analytics into Salesforce with a simple and intuitive mapping screen. The app will then update the analytics nightly across all portfolios in the system as well as provide for intra-day, on-demand updates. By combining FinMason’s global, multi-asset analytics platform with Salesforce’s flexible format, robust workflow control, custom reporting and data storage capabilities, advisors can build functionality to:

It's not an off-the-shelf solution. But for those organizations that are adept at customizing Salesforce, they can now build Salesforce into a platform that covers a large part of an advisor's day while enhancing compliance oversight and top-of-house risk analytics.

Kendrick Wakeman, CEO


●        Improve efficiency by creating reports and proposals directly in the environment that forms the backbone of an advisor’s workday.

●        Move to validation-based sales with understandable, flexible and visually appealing proposal generation and robust peer comparison statistics.

●        Build trust and understanding with rapid Monte Carlo projections to visualize outcomes.

●        Enable Workflow and Einstein rules to perform robust compliance screening across the entire organization and track the workflow to make sure those violations get resolved before they become a problem.

●        Enhance an advisor’s brand by building to specifications and corporate look-and-feel.

Kendrick Wakeman, CEO of FinMason, stated, “It’s not an off-the-shelf solution. But for those organizations that are adept at customizing Salesforce, they can now build Salesforce into a platform that covers a large part of an advisor’s day while enhancing compliance oversight and top-of-house risk analytics.”              

Administrators can enable FinRiver for Salesforce® with a click of a button. A simple mapping screen then allows the administrator to identify where the portfolio objects are located in the system, select which analytics are required and map those analytics to any field in the Salesforce org. The app will then connect to FinMason nightly and refresh all of their requested analytics so they are available the next morning. 

Built on the Salesforce Platform, FinRiver for the Salesforce AppExchange is currently available at

About Salesforce AppExchange

Salesforce AppExchange, the world’s leading enterprise cloud marketplace, empowers companies to sell, service, market and engage in entirely new ways. With more than 5,000 solutions, five million customer installs and 70,000 peer reviews, it is the most comprehensive source of cloud, mobile, social, IoT, analytics and artificial intelligence technologies for businesses. 

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About FinMason Inc.

FinMason is the world’s largest independent investment analytics engine for financial services platforms. The Boston-based financial technology firm provides access to more than 700 calculations on every publicly traded asset in the world delivered through one simple API. Developed by FinMason’s team of seasoned data practitioners and nine Ph.D.’s, the cutting-edge platform delivers institutional-grade analytics in milliseconds via two core products: FinRiver™ - a lightning-fast API that delivers any analytics anywhere in your platform with just a few keystrokes; and, FinScope™ - a bulk processing platform that can analyze millions of portfolios every night for compliance screening and performance attribution. For more information, visit and follow us on Twitter, LinkedIn and Facebook.

Jessica Taylor Shores
Impact Communications

Source: FinMason

Categories: Financial News, Business Technology

Tags: AppExchange, FinMason, FinRiver, Investment Analytics, Kendrick Wakeman, Salesforce

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