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Solutions for Wealth Managers

Advise your clients with confidence and conviction.

  • Save time and money by eliminating redundant platforms
  • Build client trust and enhance communication
  • Rely on accurate data to support your analysis
  • Differentiate yourself and put your best foot forward with clients and prospects

From researching ideas to analyzing and reporting results, FactSet powers the wealth management workflow with analytical strength and a consolidated platform.

Our solution combines portfolio holdings, real-time information, and high- quality content, as well as robust analytics and presentation tools, all in one place.

Take advantage of FactSet's automated portfolio holdings import from your custodian, accounting system, or order management system to seamlessly integrate client accounts to track performance, manage events, and filter news. Access your firm's internal rankings and recommendations to empower your investment decisions and cut down the time spent searching your inbox.

From the moment you become a FactSet client, you will have access to a team of consultants and product specialists to ensure a seamless transition and to help you maximize the value of FactSet.


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