Solutions for Equity Sales

From developing client relationships to staying current with news and trends, use FactSet’s institutional-grade tools and real-time insight to differentiate your equity sales firm and provide ideas and opportunities for your clients.

Market and Company Analysis

Stay current with breaking news and trends, proactively monitor the markets, consolidate company and industry research, and manage and strengthen client relationships.

Research Management

Combine your firm’s proprietary research data, such as price targets and recommendations, with real-time data and market data in a variety of displays.

View a demo of FactSet's research management tools in action.

Ownership

Prioritize and target your morning calls to get relevant market news to the right clients fast with FactSet Ownership.

Events and Meetings

Monitor historic and upcoming economic and corporate events, and streamline client meetings through FactSet’s event tools.