Build Client Trust with Unique Insight

Manage and market your services with tools to help you differentiate yourself and provide value to your clients.

Transform your analysis into a fully supported message through FactSet's account review documents:

• Prepare client-friendly reports which reflect your firm's corporate identity and that encompass performance, characteristics, and composition of individual accounts as well as overall client relationships
• Dig deeper into sector asset class exposure; expand your clients' mutual fund and ETF holdings into their respective underlying constituents
• Compare composition and characteristics of a portfolio to an internal model or a custom benchmark
• Build dynamic reports and presentations in Excel, Word, and PowerPoint that can be refreshed at any time with the most up-to-date information