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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.

Website

https://www.factset.com/

Contacts

https://www.facebook.com/FactSet

https://www.linkedin.com/company/factset/

https://twitter.com/FactSet

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.
#Portfolio Management #Billing #Rebalancing #Portfolio Reporting #Tax Planning
Envestnet | Tamarac
Envestnet | Tamarac
Envestnet | Tamarac, a division of Envestnet, Inc., is a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers.
#Portfolio Management #Billing #CRM #Rebalancing #Trading #Portfolio Reporting
FinFolio
FinFolio
FinFolio makes portfolio management software for investment advisors and professional wealth managers.
#Portfolio Accounting #Billing #Rebalancing #Trading #Portfolio Reporting
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.
#Portfolio Management #Billing #Financial Planning #Rebalancing #Trading #TAMP #Portfolio Reporting
Portfolio Pathway
Portfolio Pathway
Portfolio Pathway is a robust wealth management platform that started from a cloud-based portfolio management system and have evolved into a more rounded platform with additional features such as rebalancing, trading, fee billing, third party manager capabilities and more.
#Portfolio Reporting #Billing #Rebalancing #Trading #Tax Planning
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.
#Risk Profiling #Portfolio Reporting

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FactSet Research Systems

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