Personal tools

Information

We use cookies to personalize content and ads and to analyze our traffic.
We also share information about your use of our site with our advertising and analytics partners. See details.

We use cookies to personalize content, ads, analyze traffic and share information about your use of our site. See details.

877.322.8738

Analytics

Reporting Tools

Reporting Tools

FactSet’s Client Reporting Solutions help you automate your reporting process by combining key portfolio analytics with your proprietary content in client-facing documents. Whether you want to create your own reports or have FactSet do it for you, you will gain access to a scalable, flexible solution, tailored to your firm’s preferred reporting method.

FactSet-Managed Reporting Service

FactSet combines data from FactSet’s portfolio applications with your proprietary content in a presentation-ready document or data file that can easily feed into your internal publishing system. 

  • FactSet manages data uploads, calculations, creation of the documents, and maintenance
  • Hands-off reporting services free up your valuable time
  • Reports are driven by data you already store and use on FactSet
  • Output reports as PDF and PPT
  • Cloud-based system with data backups

Self-Managed Reporting Software

FactSet's award-winning Vermilion reporting suite lets you produce fact sheets, pitch books, investment reviews, and other client-ready reports with full control from creation to data validation to sign off. 

  • Manage your entire client reporting process from data updates, data and commentary sign-off, document generation, and distribution
  • Data-agnostic, cloud-based, or hosted solution accessible without a FactSet workstation
  • Drag-and-drop elements to dynamically create reports and components
  • Integrates data from multiple sources in reports
  • Automate distribution via multiple channels
  • Output reports as PDF, Word, PPT, Excel, HTML, CSV, PostScript, XML, and enhanced XML
FactSet News and Insight

Record Number of S&P 500 Companies issued Positive Revenue Guidance for Q3

This quarter may tie Q4'10 for the third most S&P 500 companies issuing positive EPS guidance for a quarter since FactSet began tracking the data in 2006.

> Read More
Subscribe