FactSet Models and Presentations

Overview

Easily build reports using over 100 pre-built templates and edit, duplicate, and share them within Office. Pull data directly from FactSet databases into Excel, Word, and PowerPoint without leaving Microsoft Office. Automate repetitive tasks by linking and refreshing data between different Microsoft applications to have the most up-to-date version.

Simplify auditing by viewing direct links to the original source of information. Export content from HTML or PDF documents directly into your models while preserving links to the original files. Ensure data accuracy in Excel when cells are adjusted by toggling customizable hotkeys to perform a specified action.

Adhere to your firm's brand standards by adding custom colors, fonts, and logos to visual components in reports. Save time on formatting with customized style sets and presentation templates that reflect your brand and populate refreshable market data.

Platform Coverage

Platform Details

Accelerate your workflow and drive efficiency by creating custom financial models, tables, presentations, and charts in Microsoft Office applications using FactSet content. Create and disseminate internal research notes internally and externally via Outlook to keep track of investment decisions made during meetings. Stay alerted on financial earnings events, company events, and economic releases within the Outlook calendar.

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.