Implementation Services
Fast-track your large-scale FactSet deployment and experience a faster return on your investment.

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For complex deployments such as extensive holdings data integrations or large-scale transitions, FactSet's Implementation Services ensure a seamless, hassle-free FactSet onboarding experience.

With FactSet’s Implementation Services, you receive experienced and professional implementation project management, use of FactSet’s implementation tools and best practices, and decreased time-to-market without having to manage multiple points of contact.

Technical setup and assistance to match your business needs

Faster return on your investment

Rely on your implementation team to make your firm’s users comfortable with FactSet's content and analytics throughout the research and investment process.

Decades of industry knowledge and FactSet experience

Work with senior members of FactSet’s Global Client Solutions Group, who have extensive experience servicing large-scale FactSet deployments. Project leads have completed CAPM or PRINCE2 certification for project management to ensure your engagement is organized and timelines are optimized.

Single point of contact

Your implementation project lead defines objectives, identifies team roles and responsibilities, delivers on designated milestones, and meets your agreed-upon timeline.

Full project transparency

With FactSet’s Implementation Tracker tool, you can access a master plan for your project, monitor progress with timely status updates, view a dynamic list of deliverables, and communicate with your implementation team in a real-time, documented format.

Status updates & reporting

Your business strategist provides frequent updates and reports so you always know where things stand.

No budget or resource surprises

Streamlined communication minimizes the need for additional internal or external resources.

Smooth transition

Experience a transition to FactSet that covers all your existing workflows so you don't lose productivity.

FactSet was ready for us to use from the first day. The FactSet support team made sure that our workstation was tailored to our workflow and that we were trained on how to efficiently navigate the application.

Portfolio Manager, GLOBAL BANK

See how a property insurer transitioned to FactSet in half the expected time and gained a robust compliance, performance, and analytics solution.

Read the case study


Talk To Us

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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