Asset Management Portal

Overview

Connect asset managers with a more informed client by accelerating the adoption of a digital infrastructure. Take advantage of fully responsive displays that automatically scale across different web browsers and support various screen sizes and devices.

Improve engagement with institutional asset management clients. Encourage inbound communication with your most valued clients by providing personalized portfolio and research insight. Provide research documents to targeted groups of clients to better communicate important information.

Provide your clients with powerful insight to drive performance. Leverage FactSet’s portfolio and risk analytics coupled with unique content, market data, and your firm’s unique insights. Asset Management Portal reports combine institutional-grade content and portfolio analytics with digital technology to provide investors with frequent updates on their investments with the ability to explore data interactively.

Platform Coverage

Platform Details

Satisfy your clients’ need for timely portfolio insights and more active participation with powerful digital solutions that deliver tailored, proactive advice via a secure portal. Leverage FactSet’s Asset Management Portal to present a robust digital solution to your clients, even if you lack the digital expertise and budget to build an in-house platform. Present a multi-asset class solution, with detailed portfolio breakdowns across equity sectors, fund types (ETFs/mutual funds), and fixed income classifications.

Firm Information

FactSet creates data and technology solutions for investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions. We combine our unique proprietary datasets, your in-house data, and third-party unstructured data to help you see and seize opportunity sooner.