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Leverage flexible technology solutions to integrate the latest financial content and applications, maintain security, and minimize risk.


Next generation financial services firms require an open, flexible ecosystem of solutions. FactSet’s flexible, open data and software solutions are implemented across the portfolio lifecycle or as standalone components scaling with third-party vendors and proprietary tools.

Accommodate different data sources, structures, and data while managing costs, optimizing resources, complying with global regulations, and maintaining stringent security measures. FactSet helps you identify risks and implement protective measures while accessing the latest financial content and applications.

information technologists send and receive content securely
Information Technologists


    FactSet, in partnership with Forbes Insights, surveyed financial executives globally to better understand where firms are on their digital transformation journeys and how they’re leveraging next generation technologies and external partners. Download the research results in the eBook Transformative Technology: Exploring Innovation and Disruption in Financial Services.

    Award-winning technology solutions

    link and aggregate multiple data sources

    Link and aggregate multiple data sources.

    Break down data silos, reduce regulatory reporting costs, and optimize the organization of your firm’s internal and third-party data. Using an entity-centric data model, we provide access to FactSet’s complete security and entity level symbology and comprehensive entity reference data. This provides you with the necessary relationships and connections you need to expose direct and indirect relationships and hierarchies between entities, securities, people, and funds. A master source of data ensures data consistency and timeliness, eliminates data redundancies, and eases the burden of gathering data for compliance and regulatory reporting.

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    Aggregated Data
    receive and load data through multiple options

    Receive and load data through multiple options.

    Find the data you need and integrate it into your applications, web portals, and statistical packages. Whether you need market, company, or benchmark data, you can receive normalized data through APIs, direct delivery of full local copies of FactSet content sets, benchmark data delivery options, or a cloud-based marketplace incorporating data from FactSet and third-party providers.

    Evaluate financial data in a cloud-hosted environment, or leverage your existing infrastructure to interact with the data locally. Implement your content into a secure instance of your database or download content as if the server is on your own network, while reducing hardware costs and maintenance.

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    Flexible Delivery
    information technologists extract and transmit your data into factset

    Extract and transmit your data into FactSet.

    Extract, transmit, process, and store your data in FactSet’s applications for use by your end users. Extract your data from accounting and order management systems, databases, feeds, and other data stores. After you can send and receive data via FTP or SFTP over the internet, your information is encrypted and stored in a secure FactSet database. As your data arrives on FactSet’s systems, it is parsed, transformed, and validated to meet consumption needs. Finally, processed data is made available to your end-users in FactSet.

    FactSet also integrates with many of the most popular custodians, accounting systems, order management systems, and other third-party providers so you can work faster and more efficiently between platforms or within either FactSet or third-party platforms. This allows you to streamline data integration and access high-quality FactSet data in the products you use most.

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    Easy Uploads & Extracts
    information technologists keep your content safe at FactSet

    Keep your content safe.

    The backbone of our success is providing a safe and trustworthy place for your data. FactSet uses best-in-class technology, a conservative security posture, integration of security engineers with software engineers, and extensive machine/process surveillance to ensure the data residing at FactSet is secure. We employ the most stringent security efforts whether you are uploading data to FactSet with SSL encryption, storing it on our secure servers, or managing who has access to your content through our file manager.

    Secure Storage

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    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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