Build Custom Models, Reports, and Presentations

Create dynamic models, charts, research reports, and presentations with FactSet in Microsoft Excel, Word, and Powerpoint.

FactSet's tools in Office let you combine the latest market data with your proprietary content, all in your firm's design and branding.

Retrieve, Analyze, Audit, and Chart the Latest Data

• Build auditable models with one-click access to underlying calculations and source documents
• Capture and import information from HTML and PDF documents while preserving an audit trail back to the source
• Create and update charts in your firm's standard design template

Streamline the Process of Building Research Reports and Presentations

• Use FactSet's presentation tools to link models, text, tables, and charts from Excel to Word and PowerPoint
• Insert and update the latest market data directly into Word and PowerPoint
• Automatically incorporate slides from your firm's template gallery