Factset

Features and Functionalities

Portfolio Tracking: Yes. It includes performance, attribution, risk, exposures and specific characteristics for multi-asset portfolios.

Rebalancing Tools: Yes. It includes rabalancing capabilities to boost advisor productivity and efficiency.

Performance Reporting: Yes. It provides flexible reports and charts to examine client portfolio, tailored to your preferred method. It consolidates portfolio analytics with your internal data sources.

Tax Optimization: N/A

Risk Analysis: Yes. It includes portfolio stress tests and shocks to prevent vulnerabilities, market risk, liquidity risk and credit risk, forecast horizons, multiple ratios.

8,000+

1978

37 offices in 20 countries

Client Institutions

Integration Capabilities

FactSet can easily integrate multiple data sources and third-party applications. It offers API access and integration with CRM systems and other financial tools, helping entities to incorporate FactSet into existing solutions, optimizing the investment process.

API Access

Yes. Companies can integrate specific data or tools through APIs and Factset can integrate third-party APIs into their solution, offering a flexible implementation.

Brokerage Integration

Yes. Companies can use Factset's Execution Management System (EMS) or integrate their third-party OMS (Order Management System) or EMS using APIs.

User Interface and Experience

Factset offers tailored and user-friendly interfaces to visualize data and track portfolios

Interface Customization

Yes. Personalized and dynamic client and advisor interfaces

Mobile Access

Yes. Advisor can access the information through a responsive website or mobile app

Security and Data Privacy

Provide a general summary of the services you provide, highlighting key features and benefits for potential clients.

Data Encryption

Yes. Strong data encryption to protect sensitive client or portfolio information.

Compliance

Yes. It complies with standards and regulations, making sure data is managed according to legal requirements.

Yes. It provides recovery and backup systems, storing data in a secure way and making sure it can be recovered in case of loss.

Backup and Recovery

Customer Support and Demos

Support Channels: Yes, 24 hours a day, seven days a week.

Trainning Resources: Yes

Free Trial: Yes

Live Demos: Yes