Solutions for Wealth Managers

Gain a solution that offers everything you need to protect and grow your clients’ assets. FactSet's package for Wealth Managers offers unparalleled transparency and precision, so your method of managing and growing assets is understood, trusted, and preferred.

Stay on Top of Your Clients' Portfolios

Understand how your decisions impact performance with integrated access to real-time market data, portfolio analytics, fund data, and more.

Streamline Communication

Improve access to internal research to help make your decisions transparent and improve the efficiency of your team.

Create Account Review Documents

Make your investment decisions transparent with clear communication, from researching ideas to analyzing and publishing results.

Analyze Multiple Asset Classes

Access the most detailed and relevant information, with reports that incorporate different types of data so you can perform all of your equity, debt, and fund research in one place.

Focus on What is Important

Filter out the noise and gain access to the research and news you need, when you need it.

Go Wireless

Stay connected and in the know wherever you are with FactSet’s apps for Apple, Android, and BlackBerry devices.

Client Case Studies

Improve portfolio analytics and manage market data costs: Cobblestone Capital Advisors use FactSet across all user types at the firm, including analysts, portfolio managers, trader, client service, and operations.

Consolidate market data services and gain mobile access: Barrett Asset Management use FactSet's consolidated desktop and mobile solutions so they can opperate more effectively in the office and on the road.