FactSet Model Center

Seamlessly Integrate Model portfolios into your wealth management workflow

FactSet Model Center provides advisors access to best-of-breed asset manager and strategist’s prebuilt model portfolios to implement across their business. Utilize award-winning tools to perform portfolio analysis, review product materials, and create client reports throughout the FactSet’s workstation. FactSet advisors have the flexibility to customize, combine, and implement model portfolios in a streamlined workflow.

Five easy actions you can perform in Model Center:

  1. Search for strategist models
  2. Review our partners' model data and statistics
  3. Subscribe to models
  4. Customize models you are subscribed to
  5. Approve/deny strategist allocation updates

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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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