News, Vision & Voice for the Advisory Community


What's a FinMason and how did it find favor with Orion as a lite and heavy?

Its five-minute planning software is an off-shoot of a big brain -- and its timing is good in the 'race to vanilla'

Author Oisin Breen
November 6, 2018 at 7:47 PM
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Eric Clarke: We absolutely want to take our capabilities to the RIAs and the mid to smaller sized brokerage shops that are looking for alternatives to Envestnet … Anytime we can provide institutional-level tools to our RIA audience at a price-point that makes sense, we think that’s a win.

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