Business Advisory Services

Outsource reporting and streamline your research and analysis workflows for scale.

Leverage consultative advice around reporting, data management, and other key FactSet workflows

Producing daily and monthly reports, onboarding new teams, and testing new strategies can be tedious, consuming hours of your time that could be spent on more strategic projects.

With FactSet Business Advisory Services, you gain an experienced team that brings a combination of FactSet expertise, industry tenure, and project management to help you solve problems and improve your time-to-value. Outsource your monthly, quarterly, or annual reporting processes and allow us to manage report creation, production, and distribution. Capitalize on the vast amounts of content that FactSet can offer when you rely on us to aggregate data around a theme of your interest and create a standardized workflow for your team.

Advice and resources to improve reporting, data management, and other critical processes

Faster return on your investment

Your implementation team will put appropriate workflows in place that ensure your firm’s end users are comfortable navigating the workstation and leveraging our content and analytics throughout your research and investment process.

Simple staff augmentation

Enable your firm to take on substantial projects without the need to hire additional resources. We act as an extension of your existing team and partner with you on reporting or other standardized workflows.

Reduced reporting burden

FactSet’s Professional Services Group can manage your reporting cycles for you, allowing your middle and back office to focus on more strategic initiatives.

Idea due diligence

Partner with FactSet to test ideas for new portfolios, indices, or ETFs and utilize our product expertise to push those ideas into production.

Custom solutions to address your needs

After determining your needs, your Business Strategist will work with our industry-leading data integration team to create unique solutions.

Decades of industry knowledge and FactSet experience

Work with senior members of FactSet’s Global Client Solutions Group who have extensive experience servicing large-scale client undertakings and various professional certifications to help ensure success.

Single point of contact

Rely on a single, highly qualified business strategist to uncover pain points and provide frequent updates and reports so you always know where things stand.

Project management software

Our centralized project management hub gives you access to a master plan for your project and allows you to monitor progress, view a dynamic list of deliverables, and communicate with the implementation team in real-time.

With FactSet, we converse with people who have gotten to know our workflow. And because their team is global and available 24 hours, we have the same level of support for our employees in Tokyo as we do here in Paris.

Laurent Cohen, Head of Data Management, Amundi Asset Management

See how FactSet’s Professional Services group removed the burden of manual reporting for a leading investment performance team.

Read the case study

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

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