Maximize Performance Through Internal Research
Encourage collaboration with FactSet’s market-leading RMS. Leverage your firm’s internal research to inform decisions that will improve portfolio performance. Identify discrepancies between broker recommendations and your analysts' recommendations, and effectively track analyst performance against standard or custom benchmarks. Meet the due diligence requirements of your investments, and be able to provide transparency to regulators and investors.
Tailor Your Research Workflow
Customize your research notes with the fields and metrics your firm monitors to analyze your investment universe. Incorporate rating notes for your external managers, and include Buy, Sell, and Hold recommendations for your equity research updates. Stay on top of internal notes and information with real-time notifications, and set permissions to define who can access, edit, or delete research.
Leverage FactSet RMS as Your CRM
FactSet RMS offers a highly configurable and fully integrated client relationship management tool that will grow with your firm’s evolving business needs. Enable easy access to client relationship information and provide firmwide visibility into key contact relationships. Generate pipeline reports detailing your firm’s communications with investors to measure the success of your team’s engagements with contacts.
Take Your Research On the Road
Use FactSet RMS mobile apps to access, create, or collaborate on research while away from your desk. Email notes to FactSet RMS to quickly store and share research and ideas.
Integrate Research Into Your Process
Try FactSet RMS as a standalone product, or benefit from seamless integration with applications you already use, including Microsoft Office and the FactSet Workstation. Capture research, documents, and notes in the platform you use to analyze watch lists, portfolios, and daily market movements. Incorporate your research into your news feed, annotated charts, quote displays, and reports.