Freedom Advisors Engages FinMason to Provide Advanced Portfolio Construction Platform

Published March 29, 2023

SAN RAFAEL, Calif. and BOSTON – Freedom Advisors, a turnkey asset management platform designed to help advisors run efficient practices and deliver superior outcomes to their clients, announced that the firm has selected FinMason’s FinPortal portfolio construction platform to deliver advanced portfolio analysis to its advisors. FinMason, a rapidly growing fintech firm operating one of the largest investment analytics platforms in the world, provides access to its white-labeled FinPortal analytics platform to Freedom Advisors investment consultants.

“We’re pleased to team up with FinMason to equip our investment consulting team with cutting-edge portfolio analytics to help our advisors pursue optimal portfolios,” said Jonathan Shiffer, Chief Investment Officer of EQIS Capital, a Freedom Advisors company. “FinMason’s breadth of analytics and efficient development team made them a natural fit as a partner.”

“Tools to help advisors explain portfolio risk to their clients are crucial to an advisor’s business,” said Phil Taylor, CFA, President of FinMason. “Thoroughly explaining the risk profile of client portfolios enables advisors to win new clients and retain them during times of market volatility, with the goal of providing better outcomes for their clients. We’re delighted to be contributing to a solution that helps advisors better-serve investors.”


FinMason’s mission is to inspire our clients and help them innovate to become indispensable to their customers and believes that institutional-grade investment analytics should be part of every software tool. FinMason solves three of the most difficult challenges in the marketplace: Wrangling market/source data, calculating investment analytics at scale, and creation of compelling visualizations for improved engagement and insights.

The Boston-based financial technology firm provides access to more than 1,100 calculations on every publicly traded asset in the world, delivered via two core products: FinRiver™ – a lightning-fast API that delivers any analytics anywhere in your platform with just a few lines of code; and FinPortal™ – a customizable front-end tool that allows clients to access these portfolio analytics through an intuitive, dynamic interface and a thorough proposal/reporting tool. We also custom-build analytics visualization tools for our clients’ platforms. For more information, visit and follow on LinkedIn.


Freedom Advisors is a turnkey asset management platform providing a complete portfolio management solution, comprehensive outsourcing of operations, and high-touch service to help advisors run efficient practices and seek to deliver superior outcomes to their clients. Freedom Advisors and its investment advisory firms 3D Capital and EQIS Capital provide advisors high-caliber model portfolios from institutional and boutique money managers, and a personalized, high-touch advisor experience featuring rapid responses, strategic guidance and market intelligence to empower and free financial advisors. For more information visit

Release ID: 568157

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