Receive the highest quality output possible with FactSet's Portfolio Data Management Services, which delivers proactive data management and support before, during, and after your content is entered into FactSet.

Gain access to our high-touch monitoring, reconciliation, and data management processes that use a combination of automated processes and in-person verification. We track your data workflows and provide pre- and post-calculation data checks including workflow monitoring, file consistency checks, integration checks, multi-asset class coverage checks, fixed-income analytics, classifications, and returns checks. Our services work around the clock consuming hundreds of thousands of CPU hours per day, calculating over three million unique instruments so you can scale your firm’s operations while minimizing the resource-intensive operation of integrating, reconciling, and standardizing data across your business.

If any issues arise throughout your workflows, our coordinators proactively monitor all jobs and alert our engineering teams to ensure any errors are corrected before they impact you, preventing delays or incomplete jobs from ever occurring.