Connect with clients where, when, and how they want.
With nearly half of the interactions between HNW investors and their wealth managers occurring online, you need a platform to provide the transparent, self-service experience your clients demand. Leverage our digital solutions to enable your advisors to provide clients with tailored, proactive advice and insights via a secure portal, satisfying your clients’ growing desire for timely information and active participation.
Benefit from solutions that combine the best of FactSet’s data and analytics capabilities with FactSet Digital Solutions technology. Enhance your clients’ experience by integrating FactSet’s digital portals into your firm’s online platform, including FactSet Markets Portal, FactSet Wealth Management Portal, and FactSet Investment Dashboard. Boost client engagement and communication by providing FactSet’s multi-asset class data to power charts, tables, and virtual portfolios. Deliver insightful portfolio advice that is personalized to each client with frequent portfolio updates, automated document sharing, and client reporting. Empower your retail customers with a sophisticated information and trading terminal, customized to fit your functionality and branding requirements.