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Digital Solutions for Wealth

Digital Solutions for Wealth

Digital Solutions That Transform the Investment Advisory Process

Revenue pressures and FinTech competition have spawned a digital transformation in investment and wealth management. Today’s financial institutions must provide a tailored digital investment solution to connect with customers.

FactSet Digital Solutions for Wealth is an intelligent, cloud-based platform that integrates and normalizes investment product information, market data, client portfolios and proprietary content, and core banking systems to power institutional and retail web portals, mobile and tablet solutions, and powerful APIs with real-time data.

We aggregate and analyze billions of data updates from hundreds of global sources per day to feed actionable information to advisors and self-directed investors via decision-support tools and analytics, robo-algorithms, extensive charting and displays, sophisticated search functions, and advisory tools.

Our Digital Solutions for Wealth will help you deliver a personalized and predictive digital experience to your customers:

  • Enhance identification and knowledge of client requirements using big data, web analytics, and social media.
  • Provide individual overviews with news, events, and content that match personal investment profiles and portfolios.
  • Seamlessly communicate with your customers during the entire investment advisory process.

With FactSet, you can modernize your advisory process, save time, reduce operating costs, and ease your customer-facing staff’s administrative and compliance burdens, while increasing customer loyalty and satisfaction.