PortfolioMason
Curated by SignalPortfolio management platform offering tools for wealth managers and investors.
Overview
PortfolioMason is a fintech platform aimed at wealth managers, offering a range of tools for portfolio management. The platform incorporates technology such as artificial intelligence and machine learning to support investment strategies and client outcomes. It includes features for research, strategy development, asset allocation, and risk management, serving both financial professionals and individual investors. PortfolioMason provides real-time analytics and a comprehensive view of client assets through API integrations, allowing users to make informed decisions regarding their portfolios. The platform's stated mission is to simplify portfolio construction and improve investment outcomes.
Key facts
- Founded
- 2013
- Headquarters
- Mercer Island, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 6 products and services
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Contact
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