FactSet Partners streamlines the research report process, increasing analyst productivity of research reports and decreasing time-to-market. FactSet Partners includes a local, fully customizable relational database and easy-to-use workflow solution for your entire research team.  With FactSet Partners, you can manage and validate model data as well as market data, generate reports, and distribute both research and data internally and externally while following all compliance regulations.

Key Features: 

Manage and validate model data as well as market data within Excel

• Verify all uploaded data through integrated data verification processes
• Combine proprietary data and third-party market data into the centralized relational database
• Distinguish between draft data, for internal use, and live data, ready to be shared externally
• Create charts and tables using uploaded data directly in Excel

Generate reports, include compliance disclaimers, and achieve document workflow within Word

• Create research reports directly into Word using templates customized to you
• Automatically populate customized report templates with charts and tables that source data from the Partners database
• Streamline every step of document workflow, including editorial, approval, and compliance stages directly from Word
• Refresh documents to return the latest data and maintain control over document versions

Distribute research and data

• Automate contribution to electronic publishers, research consolidators, individual clients, internal departments, and corporate websites
• Target the distribution of research documents based on specific audience profiles
• Distribute approved model data separately from research reports