Go Beyond Data Management and Build a Data Strategy that Demonstrates Your Value
Maintain control over your data, performance analysis, and reporting, while empowering the front office to make on-demand, effective decisions. Solve for data governance via our on-platform solutions or access the same quality data and analytics via our API or cloud-based technology—the choice is yours no matter where you are on your data governance path. Download our solutions brochure on data governance and distribution to learn more, or scroll down for the highlights.
Combine your proprietary holdings with FactSet content or third-party data sources.
With more than 30 datasets including two dozen exclusive sets, FactSet is an industry leader in acquiring, integrating, and managing financial data. Leverage core company, event, alternative, and market data, as well as robust news and research across your workflow.
Expand your insights with the Open:FactSet Marketplace, the destination for best-in-class third-party data and solutions. Combine pre-linked, harmonized datasets sourced from carefully selected providers with FactSet’s leading data feeds.
Find answers to your most complex questions with FactSet’s best-in-class data integration. FactSet builds bespoke workflows that combine your proprietary data with our high-quality content using our proprietary symbology and concordance.
FactSet’s ability to seamlessly integrate premium datasets into our model allows for frictionless onboarding of new content and enables you to focus on your core competencies: generating alpha and servicing clients.
Leverage FactSet Portfolio Services to ensure secure, accurate, consistent overnight processing of your firm’s portfolio data across all asset classes.
Gain real-time access to our high-touch monitoring, reconciliation, and data management processes that use a combination of automated workflows and in-person verification.
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.
Access best-in-class portfolio analytics software for performance, attribution, and risk. FactSet’s portfolio analytics tools combine all the data and flexibility you need to examine your portfolio across asset classes and strategies.
Easily analyze your portfolio’s current and historical exposures on an absolute or relative basis.
Decompose the revenue segments of your portfolio across regions, countries, sectors, and industries.
Support your performance and attribution workflows with the ability to store, validate, lock, and retrieve results through customizable configurations, calculations scheduling, and views.
Address the varied complexities of your firm’s content distribution challenges with FactSet’s broad range of reporting and distribution solutions. FactSet’s open and flexible technology includes comprehensive data feeds, a configurable mobile and desktop platform, digital portals, APIs, and more to transform your data connectivity.
Receive data directly into your data warehouse with FactSet’s standard data feeds. Choose full copies of FactSet or leading provider content sets to load into a local or cloud-hosted relational database.
Gain flexible access to data within your applications, web portals, and statistical packages with FactSet APIs.
Produce presentation-ready documents that bring together holdings- and returns-based analysis from FactSet’s suite of multi-asset class portfolio products, or leverage enterprise reporting to gain flexibility, scale, and efficiencies in your client reporting and communications.