Portfolio Publisher

Platform by FactSet

Added to Marketplace: November 3, 2021


Increase operational scale when you outsource the creation, maintenance, and production of your reporting documents to FactSet's experts. Rely on our support team for round-the-clock assistance with any data, business logic, or formatting changes.

Reduce inefficiency and deliver a better client experience through the automation of your firm’s custom reporting content. Enhance service and communication with increased flexibility and personalized client-facing documents

Gain unparalleled control over your reporting materials by bringing together FactSet analytics with natively integrated third-party market data and your propriety quantitative and qualitative content.

Platform Coverage

Platform Details

Create custom-branded reporting documents for multi-channel distribution that seamlessly combine market data and analytics with your proprietary content and commentary.

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.

Product Resources

Helpful Links

Product Tags

Data Visualization
Data Management


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