Streamline your workflow and promote collaboration with access to FactSet data directly in Microsoft Teams and Symphony.


Centralize your workflow and promote collaboration with access to FactSet’s industry-leading financial data and news within various collaboration platforms. FactSet’s integration with Microsoft Teams and Symphony eliminates the need to switch between applications to find and share key information and knowledge with colleagues.

Download the FactSet app in Teams



Collaboration & Messaging

    Stay up-to-date on market moving news with personalized alerts.

    Receive curated news summaries from FactSet StreetAccount directly within Microsoft Teams and Symphony to stay on top of key stories impacting global markets. Easily monitor recent price movements, upcoming company and earnings events, and the latest M&A activity with alerts tailored to your coverage universe. Never miss important information with data delivered to you, where you are working. 

    Personalized Alerts


    Don't miss our unique commentary like our weekly Earnings Insight, ETF fund flows, deep dives into performance and fixed-income analysis, and more.


    Make informed investment decisions.

    Identify your next deal or investment decision with access to public and private company data, ownership summaries, news, and more. Easily surface and share consumable snippets of FactSet market data in Microsoft Teams and Symphony to help shape investment strategies. Spark conversations among colleagues with news summaries and insights sourced by StreetAccount. Track upcoming earnings calls and company events, so your team can discuss important announcements and changes.

    Informed Investments

    Elevate conversations, pitches, and meetings.

    Bring color to your discussions about a company with FactSet data at your fingertips. Quickly retrieve detailed corporate and economic data using machine learning techniques in Microsoft Teams and Symphony. Use this information to further your research, assess the health of a company, or support a recommendation. Share your findings in a chat with co-workers to facilitate meaningful conversations and pitches in meetings.

    Accessible Data

    Centralize your workflow.

    Eliminate the need to switch from one system to another with the ability to gather and share FactSet data, all directly within Microsoft Teams and Symphony. Receive pop-up notifications containing important headlines in your collaboration platform, so you never miss an article buried in your email. Increase efficiency by accessing and seamlessly sharing company data with colleagues in your current communication environment.

    Centralized Workflow

    Maintain compliance across your organization.

    Ensure regulatory compliance using the built-in tools in Microsoft Teams and Symphony as well as any third-party archiving solution you are using. FactSet’s collaboration and messaging solutions do not alter the underlying user permissions, access control, or compliance functionality currently in place in your organization. Maintain full control and peace of mind while working efficiently in your collaboration platform of choice. 

    Maintain Compliance

    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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