Solutions for Wealth Managers
Put your best foot forward with your clients and prospects.
FactSet provides everything you need to protect and grow your clients’ wealth, from researching new ideas to publishing results. Our industry-leading support team will help you transition to FactSet seamlessly, with minimal disruptions to your process.
Focus on what’s important with access to the data you need, when you need it. Filter out the noise and quickly find and relay relevant news to your clients with FactSet’s News display. Take advantage of FactSet’s automated portfolio holdings import from your custodian, accounting system, or order management system for seamless integration.
Combine real-time market data, portfolio analytics, fund data, and more to get a better understanding of how your decisions impact portfolio performance. Incorporate different types of data in a single view so you can perform all of your equity, debt, and fund analysis in one place.
Manage and market your services with interactive account review documents to help you provide value to your clients and prospects. Prepare client-friendly reports that reflect your firm’s corporate identity. Build dynamic reports and presentations in Excel, Word, and PowerPoint that can be refreshed at any time with the most up-to-date information.
Case Study: How Cobblestone Capital Advisors enhanced their investment process and managed market data costs