Product Overview

Do you feel increased pressure when deadlines for month or quarter-end reports approach? If so, our easy-to-use report generation and scheduling tool, Portfolio Reporting Batcher, can support you through those stressful times. It enhances efficiency, optimizes report distribution workflows, and reduces operational risk even amidst resource constraints and increasingly complex reporting requirements.  

Generate portfolio analytics reports faster than ever

Automate the production of multiple FactSet portfolio analytics reports on a single platform.** **With portfolio, benchmark, and market data integrated directly into FactSet’s applications, you can remain confident in the consistency and accuracy of your reports—leaving more time to respond to client questions. Batching AI-enabled Portfolio Commentary will help you realize productivity gains by reducing the time-consuming process of creating performance attribution commentary for all of your portfolios.

Deliver reports to the right place at the right time

Scale report distribution with our tool’s high-volume, batched outputs. Reports like fact sheets, pitch books, marketing materials, and more, are available via cloud, File Transfer Protocol (FTP), and data store. Customize workflow views to monitor, create, edit, and run jobs, or view job histories offers unmatched workflow personalization. Unlock additional flexibility with APIs, to start, review, and check job statuses without even having to open the application.  

Stay safe with encrypted outputs and secure FTP

Portfolio Reporting Batcher’s tools minimize the potential for delivery and data errors, putting you and your team in the best position to meet reporting requirements without compromising security. Self-service tools reduce reliance on external departments, minimizing opportunities for manual mistakes.