Transition Services

Get the support you need to manage firm-wide changes affecting your FactSet workflows and the migration of systems used for investment operations.

Navigate large-scale enterprise changes

Firm-wide changes like mergers or new system implementations can disrupt your productivity, while funding duplicate systems among teams can drag on your expenses. FactSet's Transition Services help you get the most out of your investment in FactSet and experience a shorter time to market without disrupting your current workflows.

resources and expertise to help manage firm-wide changes

Faster return on your investment

Your implementation team will work to make your firm’s end users comfortable using FactSet content and analytics throughout your research and investment process.

Decades of industry knowledge and FactSet experience

Work with senior members of FactSet’s Global Client Solutions Group, who bring extensive experience servicing large-scale FactSet deployments and understand the downstream implications of large-scale changes. Project leads have completed CAPM or PRINCE2 certification for project management to ensure your engagement is organized and timelines are optimized.

Single point of contact

Your implementation project lead defines objectives, identifies team roles and responsibilities, delivers on designated milestones, and meets your agreed-upon timeline.

Full project transparency

With FactSet’s implementation tracker tool, you can access a master plan for your project, monitor progress, view deliverables, and communicate with the implementation team in a real-time, documented format.

Seamless transition of FactSet data and analytics

FactSet will guide your firm through major initiatives from requirement gathering all the way to go-live preparation and execution.

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 work with you on reporting or other standardized workflows.

Frequent updates & reporting

Your business strategist provides frequent updates and reports so you always know where things stand.

Uninterrupted workflows

We will conduct an internal audit together with your account team and work with your key technology contacts and end users to ensure all of your needs are met.

The transition was so smooth that I don’t remember it happening and it was only a year ago. If I need something I go right to our FactSet service team directly. I prefer to talk to someone that I know and that knows our firm.

Jason Garlock, Partner, Cobblestone Capital Advisors

Discover how a newly merged asset management firm and investment manager reduced integration time by 75%.

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.

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