About FactSet Channel Partners
FactSet’s Channel Partner program exists to create and build deep relationships and connectivity with the products our clients use. By having deeper integration with these key partners, clients can get their own content into FactSet quicker and receive access to FactSet’s high quality market data in the other products they use. This allows a faster and easier way to experience the FactSet workstation and realize the benefits of adding FactSet market data to other products.
Become a FactSet Channel Partner
Encourage lead generation, improve your clients’ experience during the sales cycle, and increase retention with FactSet’s Channel Partner program. Integrate your content and technology with FactSet to enhance our mutual clients’ workflows and build a deep, mutually beneficial partnership with FactSet.
Service providers with whom FactSet shares a common client, as well as technical or content integration that enhances the workflow between our platforms, have the opportunity to become a FactSet Channel Partner. Channel Partners benefit from improved “stickiness” with clients, increased revenue and lead generation, and standardized workflows. Clients experience a simplified sales cycle, faster time to market, and cohesive support from both service providers.
To become a Channel Partner, contact ChannelPartners@factset.com.
Take Advantage of Flexible Integration
The way in which we collaborate with a Channel Partner can vary. Depending on the relationship, we may:
- Feed FactSet content into our Partner’s application
- Integrate Partner’s content into FactSet workstation
- Create a direct link between Partner’s application and FactSet workstation
Our Channel Partners
Black Diamond: The Black Diamond wealth platform provides advisors with cloud-based portfolio management, reporting, and client communications tools, rebalancing backed by outsourced daily aggregation and reconciliation, and a high-touch service model. Seamless integration between Black Diamond and FactSet provides access to Black Diamond client data via the FactSet workstation.
Advent APX: Advent Portfolio Exchange (APX) is an end-to-end solution that integrates all phases of the investment management process within a single platform. Integration with FactSet provides mutual clients with the ability to analyze Advent APX data within the FactSet workstation via FactSet's extract utility. Advent Axys: Increase productivity, improve accuracy and get a clear picture of your portfolios and their performance with Advent Axys. Utilize FactSet's range of tools to analyze Advent Axys portfolios seamlessly within the FactSet workstation via FactSet's extract utility.
Advent Moxy: With tools for portfolio modeling, rebalancing and drift analysis that feed directly into trade creation, Advent Moxy streamlines trading workflow while providing control and visibility across the entire trading process. Harness the power of FactSet's data integration and management expertise for a turnkey solution that delivers critical real-time exchange data.
Clearwater Analytics provides web-based investment accounting, portfolio reporting, and analytics for corporate treasuries, insurance companies, asset managers, and custody banks. Integration with FactSet provides our mutual clients the ability to view and analyze Clearwater's accounting data within the FactSet workstation. Launched in 2004, and with offices in Boise, Idaho and Edinburgh, UK, Clearwater Analytics reports on more than $1.5 trillion in assets for thousands of institutional clients worldwide.
FactSet and Clearwater have developed a seamless integration which allows mutual clients to see their Clearwater accounting data in the FactSet workstation.
Eze OMS: Simplify your data integration efforts and leverage FactSet’s decades of management expertise to access entitled real-time global exchange, reference, and benchmark data integrated within Eze Order Management System. Within FactSet’s turnkey data integration with Eze OMS, build integrated, efficient workflows configured to your individual needs.
Tradar PMS: Eze Software’s multi-asset class portfolio management, accounting, and reporting solution, Tradar PMS, automates middle- and back-office workflows in an increasingly complex investment environment. Power your decision making process with the seamless integration of robust end-of-day pricing data and corporate actions information between FactSet and Eze Software’s Tradar.
FINCAD is the leading provider of sophisticated valuation and risk analytics for multi-asset derivative and fixed income portfolios. FINCAD helps over 1,000 global financial institutions enhance investment returns, manage risk, reduce costs, comply with regulations, and provide confidence to investors and shareholders. Clients include leading asset managers, hedge funds, insurance companies, pensions, banks, auditors and software vendors.
Ullink is a global provider of market leading multi-asset trading technology and infrastructure for buy-side and sell-side market participants, including NYFIX, one of the industry’s largest FIX based trading communities. Trusted by over 150 of the world’s top-tier banks and brokers, the company provides consistent, reliable access to the most current and innovative trading solutions available. Our multi-asset solutions allow you to connect to your desired markets, trade when and where you want, while being able to comply with global regulation. From our 10 offices covering all the major global financial centers, our team will advise on the best approach to address your challenges and deploy our technology.
Are you already an NYFIX user? If so, let your FactSet representative know today, as you will earn credits towards your FactSet solution.