Marketing and Presentations

FactSet will help you sell your research and build the custom presentations you need using your firm's own branding and style. We give you the tools to present your research precisely the way you want to.

Streamline presentation-building

Leverage FactSet data and your own company models to generate an impressive marketing slide deck that is easy to maintain and effortless to update. Incorporate content such as price, market cap, valuation ratios, ownership statistics, estimates, and tables from your models while retaining links to source files in Excel, PDF, or HTML.

Update presentations with the latest data

Use FactSet’s Presentation Tools to export text, tables, and charts from Microsoft Excel to PowerPoint. Modify values at any time and your entire presentation will update within seconds, using FactSet’s robust linking technology.

Customize branding and styles in a standard format

Select slides from galleries of your firm’s standard content to ensure the consistency of your brand in the slides, shapes, charts, and tables you choose. Manage all libraries and galleries in PowerPoint and Excel, and maintain and update your content without relying on a document management system or separate database.