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Client Service & Marketing
Create persuasive investment stories for your firm and your clients.

Flexible, Connected Communication

Optimize your investment teams with fully connected reports that elevate your pitch and scale with your business. Highlight performance and skill, standardize branding, and win business with FactSet’s solutions for client service and marketing teams. Our combination of portfolio analytics, unique data, and flexible reporting systems help you stay informed and stay ahead.

Client Reporting


Client Service & Marketing

    Client Reporting for the Future

    Download our white paper to understand the client, functional, technological, and regulatory impacts on the future of portfolio reporting and how to protect your investment in reporting technology.

    Award-winning client reporting solutions

    consistently articulate your investment approach

    Consistently articulate your investment approach.

    Stuck in a chain of time consuming, error-prone copy/paste to create presentations for clients and prospects? With FactSet, your marketing and sales teams can access a central repository of master PowerPoint presentations that are customizable with the latest portfolio data, using only approved content and standard, consistently on-brand formatting. And with auditable content that updates in real time, you always have access to up-to-date information to share with current and potential investors.

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    Consistent Content
    manage and extend relationships efficiently and at scale

    Manage and extend relationships efficiently and at scale.

    Growing your business starts with your ability to respond to RFPs quickly and to exceed your potential asset owner’s expectations. Whatever the questions or requirements, you can craft answers in seconds, not days, with dynamic reporting tools and integrated official data. After you’ve won the business, create investment reports tailored to your asset owners’ specific needs, no matter how many clients you have. With dynamic tools that can adjust to any performance period, you can work without IT support and eliminate delays in answering client requests.

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    Dynamic Reporting
    differentiate your approach to clients and prospects

    Differentiate your approach to clients and prospects.

    Find what makes you stand out from competitors and create compelling investment stories for clients and prospects with data integrated from hundreds of sources including official performance, multi-asset class, alternate data, holdings and returns data for mutual funds, separate accounts, and benchmarks. Whether your strengths lie in managing risk, an exemplary performance track record, stock selection, or a high touch approach, highlight your firm’s unique value to win and retain business.

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    Competitor Analysis
    streamline internal reporting

    Streamline internal reporting.

    Keep internal teams informed with reports that turn around on business day two, not 10. FactSet gives you a single source of data, so you spend less time reconciling sources and more time understanding your portfolios’ performance and risk. With built-in data checks, you can automate reporting and delivery, keeping the front and middle office connected.

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    Internal Delivery

    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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