Kendrick Wakeman CFA

Operating at the nexus of finance, technology, and people

[FinMason @FinMasonInc]

"In the past six months alone, FinMason analyzed 10 million portfolios – as many as they had in the full year prior." https://t.co/iA5EOHmBif
#fintech #wealthtech

[FinMason @FinMasonInc]

"In the past 12 months, FinMason has doubled the number of portfolios analyzed by their system to reach this milestone."
https://t.co/TpZTSKgTxC

#fintech #wealthtech #investing

[Kendrick Wakeman CFA @KendrickWakeman]

#wealthmanagement can now affordably include robust fixed income analytics in their proposals and reviews. Everyone is stretching for yield. Please don't let your clients do that in the blind. We have seen that show before.
#fixedincome #financialplanning #wealthtech #fintech

[FinMason @FinMasonInc]

“FinMason’s municipal bond rollout covers the entire municipal bond universe across all 50 states, DC, and U.S. territories...It includes more than 30 analytics, calculated daily, on over a million municipal bonds.” Read more here: https://t.co/44bxNDiHQm
#wealthmanagement

[FinMason @FinMasonInc]

We are thrilled to announce our new partnership with OWL Analytics to deliver their ESG ratings via FinMason’s award-winning API: https://t.co/rvGWZCpF5N
#wealthmanagement #investmentmanagement #ESG

[FinMason @FinMasonInc]

We are excited to announce our new partnership with CSRHub to deliver their ESG ratings via FinMason’s award-winning API: https://t.co/Fa5bHgK7W9
#wealthmanagement #investmentmanagement #ESG

[Kendrick Wakeman CFA @KendrickWakeman]

Great #FixedIncome analytics is a blind spot in #WealthManagement. This is an important tool for all those investors stretching for yield right now. Great work @GetRiskPro and @FinMasonInc!

[FinMason @FinMasonInc]

"FinMason's modern technology platform will allow RiskPro® to consume fixed income analytics on any bond or bond portfolio via a simple API call that will be fully integrated within their system..."
https://t.co/FVHJk47g1i
#fintech #wealthtech #fixedincome

[Kendrick Wakeman CFA @KendrickWakeman]

Looking forward to working with Aladin and his team! It's time for everyone to examine #investmentrisk

[FinMason @FinMasonInc]

"ATA RiskStation Selects FinMason to Deliver Lipper Data via API" - FinMason’s API is light and easy to use. It makes navigating and ingesting the vast amount of Lipper data quick and effortless. https://t.co/fprq3ulWxI
#fintech #wealthtech #dataredistribution #API

[Covisum @Covisum]

Covisum and FinMason Partner to Bring Heavy-Tailed Risk Model to Help with Volatile Markets https://t.co/xYVDM5tjxx #fintech

[FinMason @FinMasonInc]

"Covisum and FinMason Partner to Bring Heavy-Tailed Risk Model to Help with Volatile Markets"
https://t.co/cg4GJI7jer
#fintech #wealthtech

[FinMason @FinMasonInc]

We're hiring! Follow the link below to learn more and find out how to apply!
#hiring #jobopportunity #job #fintech #sales #enterprisesales
https://t.co/zihlP3arUC

[Kendrick Wakeman CFA @KendrickWakeman]

Congratulations Saeid!

[FinMason @FinMasonInc]

"In his new role, Hoseinzade will be responsible for developing advanced (and customized) fixed-income analytics, expanding coverage to new asset classes...conducting research, and overseeing data quality and validation."
#fixedincome #fintech #analytics
https://t.co/2vTyF90yXD

[FinMason @FinMasonInc]

FinMason Reaches "10 Million Portfolios Analyzed" Milestone | https://t.co/Fo0qvYqlhC
#fintech #wealthtech #analytics

[Kendrick Wakeman CFA @KendrickWakeman]

@FinMasonInc Love it!

[Kendrick Wakeman CFA @KendrickWakeman]

An excellent example of a 235-year old firm teaming up with a #fintech to bring new features to #Assetmanagement #oldbutagile

[Kendrick Wakeman CFA @KendrickWakeman]

@Eagleinvsys @FinMasonInc This is a great example of how a #fintech partnership can benefit #Assetmanagement

[FinMason @FinMasonInc]

"Consumers are demanding more and more functionality out of their technology platforms as they look to pare down the number of systems and logins they need to get through their day." https://t.co/SkeOBqH4mc
#fintech #wealthtech

[FinMason @FinMasonInc]

ICYMI TD Ameritrade Institutional expands Model Market Center with more investment portfolios from more model providers - "include[s] an institutional-grade modeling and investment analytics tool from FinMason as part of the offering." #fintech
https://t.co/U9YSQvy9Xm

[FinMason @FinMasonInc]

“Available at no additional charge is an institutional-grade modeling and investment analytics tool from FinMason to help #advisors measure potential model risk and inform their research on which strategies may align with their client’s goals.” https://t.co/axVS6k3rD3
#fintech

[FinMason @FinMasonInc]

"Why Use 'Monte Carlo Analysis' for Financial Planning?" - @KendrickWakeman via 2019 @wealth_mgmt Midyear Outlook
https://t.co/4Dwn4LhgHO

[Kendrick Wakeman CFA @KendrickWakeman]

I didn't even see that! You're spot on. Speed to market is critical. There is a land grab going on for everything from advisors to clients.

[Craig Iskowitz @craigiskowitz]

The fact that @UBS spent two years building their mobile app is a perfect example of why #banks are usually better off outsourcing this development to deliver faster #Invest19