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Productivity Suite

Access a workflow-oriented software solution that provides a fast and reliable way to import, audit, and present data in Microsoft Office.

The FactSet DealMaven Productivity Suite integrates Microsoft Office with tools that enhance the consistency of data, content,

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Import data to Excel with an audit trail back to the source
and format within client deliverables, such as slide decks, research reports, proposals, transaction analyses, bank books, models, and comps.

Used firm-wide by nearly every institution on Wall Street, the Productivity Suite is also a staple at Fortune 500 firms, accountancies, insurers, and consultancies, and countless other heavy users of Microsoft Office.

Key Features:

  • Capture and audit source data:

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    Set up growth drivers and scenario tables in a single step
    reliably send data from a browser-based document to Excel while preserving a one-click audit trail back to the data’s exact location in the original source document
  • Analyze data in Excel: quickly format, audit, and calculate numbers in Excel with a variety of tools built by and specifically designed for financial analysts
  • Present data to decision-makers: automatically update your PowerPoint and Word documents with the latest data while

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    Import and auto-format Word or PowerPoint documents with data from Excel
    preserving their format
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