Wealth Management Portal

Overview

Benefit from a solution that combines FactSet’s data and analytics capabilities with FactSet Digital Solutions technology, while also connecting to third-party workflow requirements such as content and document management systems. Streamline the financial advisor workflow by connecting accounting, analytics, and performance reporting in one easy-to-use platform.

Connect investment advisors with more informed clients by accelerating the adoption of a digital infrastructure. Improve engagement with historically underserved Ultra High Net Worth and High Net Worth individuals. Facilitate client connections across the firm to access additional products and services.

Provide your clients with powerful insight to drive wealth creation. Leverage FactSet’s portfolio and risk analytics coupled with unique content, market data, and your firm’s unique insights.

Platform Coverage

Platform Details

Combine institutional-grade content and portfolio analytics with digital technology to provide your clients with an in-depth view of their portfolios. Leverage FactSet’s Wealth 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.

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.