Mon, 04 Dec 2023

FinMason President and Chief Analytics Officer Philip Taylor, CFA, spoke to Business Reporter's Rachel Hicks recently about the ever-increasing need for technology solutions in the investment and wealth management businesses. FinMason is a fast-growing investment analytics firm covering asset management, wealth, insurance and fintech verticals.

As firms and advisors look to build their business and retain existing clients in these volatile markets and clients' expectations continue to rise, the ability to offer timely insights, analysis and data is crucial, Taylor said.

During this short six-minute podcast, Taylor highlights several trends and developments in the business, including:

  • The limitations and expense of legacy technology, which can bog down efforts to offer timely insights and add functionality, data points or new insights to your offerings.

  • The affordability vs. effectiveness conundrum. Taylor notes that many systems are robust but can be very expensive and unwieldy. Other systems may be much less expensive but offer seriously limited data, insights and functionality. How can investment and wealth management pros find a middle ground?

  • The importance of advisors' ability to explain risk and other important market insights to maintaining clients' business in volatile or down markets.

  • How API-based solutions provide investment and wealth management professionals with more insights, more flexibility and more ability to enhance existing offerings and offer new ones.

To listen to the podcast, please click here Business Reporter is an award-winning business news content site.

About FinMason

FinMason was founded by experienced industry insiders and leading technologists. They have managed institutional portfolios, built and managed performance, risk, and analytics systems for large institutions, and built and sold large technology companies. We solve the two largest hurdles - wrangling market data and calculating analytics at scale. Via our cloud-native API we provide our lightning-fast, customizable, calculation engine, to accelerate any wealth technology build out. For more information about FinMason, visit or email

This content was first published by KISS PR Brand Story. Read here >> FinMason Exec Philip Taylor Talks Investment, Wealth Management Tech Trends in new Podcast

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