Navigate Your Clients' Portfolios in Real Time

Gain a better understanding of how your decisions impact performance.

From researching ideas to analyzing published results, FactSet emphasizes analytical strength and the advantages of a consolidated platform:

• Access your clients' daily portfolio holdings alongside market data; analyze composition, measure performance, sector exposure, and characteristics of your clients' accounts
• Identify company exposure across all your client portfolios
• Compare your returns to thousands of global benchmarks and mutual funds
• Get in-depth, security-level analysis on the companies in your coverage universe and watch lists; track broker estimates and valuation metrics in real time
• Access an up-to-the-second summary of a company's trade and quotes, along with fundamentals and your firm's data stored on FactSet such as internal ratings, recommendations, and price targets
• Monitor the performance and view the composition of internal buy-lists and models to enhance your investment selection process