Wealth Management Firms

Boost advisor productivity and efficiency with automated tools that streamline model portfolio creation and enhance both portfolio and relationship management.

• View summary statistics, evaluate positions, and effortlessly group your portfolios within one consolidated dashboard

• Surface intelligible insights by being notified about important market events that impact your client accounts

• Access pre-built model portfolios from asset managers and strategists to implement into your practice, perform analysis, and create reports for end clients

• Communicate model portfolio updates and rebalances and share marketing materials and client contact information with asset managers

Maximize your workflow by leveraging relationship management and portfolio monitoring tools alongside research distribution and presentation-style reporting.

• Deliver high-quality advice and enhance your client outreach by understanding how real-time market-moving news impacts your book's exposure

• Promptly search for global funds and ETFs across a vast scope of data and characteristics using an intuitive screening tool powered by machine learning and voice technology

• Connect to extensive content through the FactSet Workstation, FactSet Web, or APIs while at your desk or on the go

Combine award-winning technology and investment-grade data in a custom digital experience for your clients.

• Construct a completely custom digital platform using pre-built displays and report APIs to provide the transparent, self-service experience your clients demand

• Share portfolio insights and calculations across your team with FactSet's best-in-class portfolio analytics software

• Integrate your firm's approved lists and product catalogs, reports, and individual web components into your internal wealth portal, CRM, and portfolio management systems

Monitor prospects who have the potential to be turned into clients and receive alerts and signals on changes that affect your current clients.

• Configure alerts for specific clients based on territory, served client types, and more

• Build relationship graphs consolidating disparate knowledge of clients and prospect interactions

• Provide clarity to your clients by demonstrating the relevancy of your data

• Effortlessly deliver data through APIs and widgets by integrating your application into Advisor Dashboard, your CRM platform, web products, and other downstream systems

Increase client engagement and prospecting activity by equipping your firm with attractive reports and presentations that show performance, characteristics, and composition of individual accounts.

• Track ideas, screen, and analyze individual instruments, ETFs, and funds

• Meet reporting regulations and demonstrate investment rationale and research

• Deliver tailored, proactive advice and insights via a secure portal, satisfying your clients’ growing desire for timely information and active participation