Product Overview

Portfolio Publisher transforms your end-to-end reporting workflow with FactSet's trusted data and analytics, highly flexible design tools, and scalable distribution options. Whether you’re looking for client reports like fund factsheets and valuations, marketing reports like pitchbooks, or regulatory reports to ensure compliance, we’ll own as much of the process as you’d like, so you can spend more time performing deeper analysis and engaging with stakeholders.

Rely on trusted data and analytics

Step up report quality with award-winning data from multiple sources—FactSet, third party, proprietary— and analytics in a single place. Create documents that combine interactive portfolio analytics, such as performance attribution and weights, alongside returns-based style, risk, and peer universe analysis to reduce the need for data reconciliation and manual intervention.

Create a personalized client experience

Put together customized reports from scratch or use our comprehensive template library for inspiration. Our teams of dedicated support professionals are available 24/7/365 to help you create, maintain, and update your reports with any data, business logic, or formatting changes. 

Let automation help you move faster than ever

Scale your distribution workflows with accelerated report validation, approval, and delivery processes. Build trust with your clients by delivering timely and accurate reports where and when they need them, including via API, Snowflake, and widgets. With our easy-to-use tools, scheduling high-volume batch jobs with built-in dependency and delivery capabilities reduces operational risk.