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FactSet Portfolio GuideFactSet

Take advantage of a powerful suite of tools that help to create personalized, presentation-ready reports for your clients on the fly.

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Vendor

FactSet

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Company Website

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Highlights

  • Create powerful portfolio visualizations and narratives for you and your clients using ready-to-use reports or craft your own using FactSet's library of modular components.
  • Access a wide range of available reports and components across multiple asset classes to build compelling presentations, including investment portfolio comparison reports.
  • Capitalize on interactive or automated reporting with a powerful suite of reporting tools for a time-saving solution that allows you to focus more on portfolio analysis. Produce presentation-ready reports with your holdings data, analyst research, and FactSet's robust content and analytics. Expertly tailor your reports for specific clients.
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