Research Management Solutions
FactSet fully integrates internal research and meeting notes into the applications you already use to analyze the market, so you can easily create, store, and disseminate ideas across your investment team.
Leverage Your Firm's Internal Research
Maximize portfolio performance by capturing your firm’s research to quickly make informed investment decisions. Identify discrepancies between broker recommendations and your internal analysts' recommendations, and respond instantly to third-party queries about your firm's research process.
Integrate Research Within Your Investment Process
Capture internal research and meeting notes in the same platform you use to analyze your watch lists, portfolios, and daily market movements. Incorporate your firm's research into your news feed, annotated charts, custom reports, quote displays, and portfolio analysis reports.
Tailor Your Research Workflow
Customize your research notes by including the fields your firm monitors to analyze the companies in your investment universe. Integrate FactSet’s intraday market data to provide context to your research history. Stay informed of meeting notes and internal information with real-time notifications.
Take Your Research on the Road
Submit your research notes and easily locate previous research anywhere using FactSet's mobile apps. Submit research notes by email to quickly share ideas with colleagues. Stay on top of internal research updates while you’re out of the office with email alerts and pop-up notifications on your iPhone or iPad.