Solutions for Sales

FactSet supports every step of your workflow by providing the tools you need to deliver differentiated ideas and opportunities to your clients. From performing market and sector analysis to researching institutional ownership data, FactSet helps you manage client relationships and disseminate research efficiently.

Gain Insight from Your Research Content

Keep your entire sales force in the know with access to your firm’s data integrated throughout FactSet. 

Track Breaking News and Economic Events

Quickly find and relay relevant information to your clients.

Share Actionable Insight

Provide market insight and share news, charts, and other workstation components with your clients and research team using FactSet Instant Messenger (IM).

Leverage FactSet’s Ownership Data to Prioritze and Target Your Morning Calls

Contact the right clients fast with detailed holdings reports and buy-side contact information.

Analyze Pre-Market Activity

Stay one step ahead and gain an edge on what is likely to drive today’s market.

Distribute Your Research and Trade Ideas

Increase the value of your research data and investment ideas.

Rely on Intuitive Navigation

Let FactSet fit your workflow; not the other way around. Choose to operate within FactSet's intuitive workspace or leverage multiple monitors by floating displays outside of the FactSet container.