FactSet is a wealth management platform that provides investment companies with powerful analytics and data, empowering their environmental, governance and social strategies. The software is also known to offer instant access to comprehensive financial data and analytics that acts as crucial decision-makers. Moreover, advanced tools present within the same allow users to test their ideas, identify opportunities and find a new path forward. They also get to use market-level details through news and quotes. Moreover, with FactSet investors can monitor global markets, gain industry-level insight and research private and public companies through financial, ESG, debt, estimates, research news and other information. Overall, FactSet brings complete front-office solutions, helping investors to meet their evolving workflow needs, whether it’s global portfolio monitoring, company research, multi-asset order or execution management. Intuitive charts and reports found within the particular acts as performance measures as well as characteristics, style and risk detectors for multiple asset classes and portfolios.
Read morePricing
Platforms Supported
Organization Types Supported
API Support
Modes of Support
CRM
Handles your contact database, follows up with potential customers and keeps them engagedCollaboration Tools
These tools are meant to make the application highly collaborative and encourage teamworkReporting
Sends instant status reports about the task with customer feedbackPortfolio Management
Portfolio management is the art and science of making decisions about investment mix and policyClient Management (Customer)
Facilitates strong necessary data about clients/customers and allows access to it when requiredFree Trial
Not available
Pricing Plans
FactSet Custom
Features
Learn more about FactSet Pricing
FactSet for Micro...
FactSet Learning ...
FactSet | Risk, P...
Global Wealth Por...
Fixed Income Data
The Portfolio Lif...
List of Companies
Portfolio-Analyti...
Portfolio-Selecte...
What is FactSet used for?
Learn more about FactSet features.
Does FactSet provide API?
Yes, FactSet provides API.
Vendor Details
Norwalk, ConnecticutSocial Media Handles
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