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Client Reporting Tools

Client 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
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FactSet News and Insight

ETF Fee Compression: A Snapshot

So far in 2018, as in 2017 and 2016, investors have been rewarding asset managers who offer rock-bottom costs, and punishing those who charge a premium.

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