Solutions

Investment professionals trust FactSet, across teams, across asset classes, and at every stage of the investment process.

Serving Financial Professionals is at our Core

We’ve spent each day of the past four decades putting our clients first. We make sure everything we do is built around understanding your needs and helping to solve your challenges across your organization. From over 48 offices in 22 countries, we’re all working together toward the goal of creating value for our clients, and we’re proud that 95% of asset managers who use FactSet continue to do so, year after year.

Today we serve over 138,000 financial professionals in all areas of the industry, helping them stay ahead of global market trends, access extensive company and industry intelligence, monitor portfolio risk and performance, and execute trades. Our comprehensive data feeds, desktop analytics, web and mobile applications, and white-glove client service transform the way our users discover, decide, and act on opportunity.

What Do Today's Investment Professionals Want_

The FactSet Advantage

Financial Data

Financial Data

Offering you access to 30+ datasets (including two dozen exclusive sets), and 850 independent data providers, FactSet is an industry leader in acquiring, integrating, and managing financial data.

With FactSet, you can monitor the global markets, research public and private companies, and gain industry-level insight with comprehensive reports that include financials, estimates, debt, ownership information, and more. In addition to data, our extensive suite of research tools lets you track individual companies, coverage lists, and industry performance in real time.

Analytics

Analytics

FactSet’s full range of analytics and trading solutions delivers data continuity and powerful, flexible, open solutions to evaluate and act on your portfolio across asset classes and strategies.

From fundamental stock selection and research to order management, modeling, competitive research, and reporting, you can streamline analysis, drive productivity and performance, and reduce total cost of ownership across the investment lifecycle with FactSet’s flexible technology. When you need to create custom financial models and presentations, FactSet’s tools for Microsoft Office enable you to connect charts and tables in Word, Excel, PowerPoint, and Outlook to FactSet’s data so you can save time, enforce brand standards, and increase transparency.

Flexible Technology

Flexible Technology

FactSet’s open and flexible technology includes a comprehensive data marketplace, a configurable mobile and desktop platform, digital portals, APIs, and more to transform the way you discover,

evaluate, and act on opportunity.

In today’s increasingly competitive financial environment, success demands tools that give you what you need, when and wherever you need it. With access to a universe of relevant data, leading analytics solutions, and open, flexible technology, FactSet helps you drive productivity and performance across your organization.

Services

Services

Partner with FactSet to solve your workflow challenges and implement solutions that will help your team chart new territories and work more efficiently.

From your initial implementation all the way through to data organization and vendor management, rely on FactSet’s dedicated teams to learn your unique workflows, understand your most complex challenges, and design solutions and services to make you more efficient.

We tried a lot of competitive products, but nothing was even close to the capability of FactSet’s software, and the service was unmatched. FactSet is an integral part of what we do for research, for portfolio attribution, even for marketing.

Daniel Davidowitz, Chief Investment Officer & Portfolio Manager, Polen Capital Management

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.