Fintech Integration Marketplace

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FactSet

FactSet consolidates data on global markets, public and private companies, and equity and fixed-income portfolios.

The company gives its clients an all-inclusive computer system that can be personalized for the specific needs of investment managers, hedge funds, investment bankers, and other quantitative fields and industries. FactSet offers products that take care of market analytics, financial content, financial screening, customized data analytics, and more.

FactSet Research Systems
  • Risk Analytics
  • Portfolio Analytics
  • Quantitative Research
  • Performance Measurement & Attribution
  • Client & Portfolio Reporting
  • Regulatory Compliance
  • Passive Investing
FactSet Research Systems

Companies that integrate with FactSet

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Black Diamond
Black Diamond | Advent | SS&C
The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers.
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
Totum Risk
Totum Risk
Totum Risk is a multi dimensional risk tolerance questionnaire and toolkit that helps financial advisors understand how much risk their clients can comfortably take based on their life situation.

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FactSet Research Systems

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It usually takes several months to define goals and create a step-by-step integration plan. Enter your details and book a meeting with an integration expert who can help you clarify the next steps of the integration and streamline the process.