Is Envision’s FundKeeper Changing the Conversation on Mutual Fund Direct?

Monday, July 23 2018

Is a cheaper, simpler, and cleaner solution to processing direct mutual fund transactions emerging from the shadows after years of dispassion? It just may be. Envision’s Fundkeeper Solution has materialized, and it is delivering correspondent . . . Read More

FinMason: Changing the Conversation on Data Analytics for Retail Wealth Management Firms

Wednesday, May 30 2018

For the past two years, we have been observing the fintech firm FinMason.  Since opening its doors, the Boston based firm has developed an institutional grade investment analytics engine. The engine, named The Algonath, agnostically . . . Read More