WEALTH MANAGEMENT

Deliver professional, personalized results to win and retain clients.

CONNECTED DATA & SOPHISTICATED ANALYTICS TO WIN CLIENTS AND MEET THEIR INVESTMENT GOALS

Demonstrate your value to clients while protecting and growing their assets with all-in-one digital wealth management software. Access portfolio analytics, multi-asset class research, global market analysis, and tools to create digital client experiences.

FactSet_ Wealth.mp6

 

Wealth Management

    GET THE TACTICS FINANCIAL ADVISORS CAN USE TO WIN WITH HIGH NET WORTH INVESTORS.

    Our three-part digital wealth management series outlines over a dozen tactics to guide wealth managers in implementing and maintaining a digital strategy. Learn how to deliver value and engage high net worth individuals, from the mass affluent to ultra-high net worth individuals (UHNWIs).

    Get the Digital Wealth Thought Leadership Series

    Award-winning wealth solutions

    financial advisors advise with confidence

    Find the content, research, analytics, and tools to grow your clients' assets.

    Access the integrated content, multi-asset class research, robust analytics, and dynamic reporting tools you need to build and grow your client base. Our holistic workflow solution provides everything from relationship management and portfolio monitoring to research distribution and presentation-style reporting. With FactSet’s investment management tools, you can deliver high-quality advice and intelligence to each of your clients to help them reach their investment goals. While you’re on the road, connect to FactSet through your mobile device to ensure your productivity is never interrupted.

     

    Explore Solutions:

    Integrated Data
    spend more time on clients not managing data

    Replace disparate platforms with a single solution.

    Spend more time arriving at actionable insight and talking to clients, and less time jumping between applications. Seamlessly combine your portfolio holdings and analyst research with our high-quality content, robust analytics, and dynamic reporting tools. Leverage turn-key solutions to integrate client portfolios into FactSet from your firm's accounting systems. View proprietary research, approved lists, internal models and other intellectual property within portfolio monitors, quote boxes, and charts.

    Explore Solutions:

    Client Relationships
    differentiate your brand through reporting

    Build and automate presentation-quality reports.

    Increase engagement with current clients and market your services to prospects with robust and insightful reporting solutions. Easily prepare client-friendly reports and presentations to show performance, characteristics, and composition of individual accounts, as well as overall client relationships.

    Explore Solutions:

    Reporting
    create digital experiences that capture your value

    Leverage a custom digital solution to keep up with HNW requirements.

    Together, FactSet's investment-grade content and award-winning technology combine to deliver a custom digital experience to your clients and advisors. Grant your high net worth clients the self-service, transparency, and on-demand access they're asking for with a personalized online wealth portal.

    Explore Solutions:

    Client Portals
    maintain compliance

    Support your compliance efforts with fully integrated solutions.

    Today's regulatory environment can pose significant challenges for the most informed wealth advisors and managers. Our flexible automated data solutions can help you streamline your reporting obligations with the ability to prove investment rationale and investment research. Leverage idea tracking, ETF data analysis, robust screening capabilities, and more.

    Explore Solutions:

    Compliance

    Talk To Us

    The best way to understand what makes FactSet different is to see it for yourself. We've worked with investment professionals for 40 years, so we understand your workflow and know precisely how to help. Talk to us about your challenges, and we’ll help you design the most effective solutions for your firm with everything you need — and not what you don’t.

    Get Started