Highlights

• Benefit from a solution that combines FactSet’s data and analytics capabilities with FactSet Digital Solutions technology, while also connecting to third-party workflow requirements such as content and document management systems. Streamline the financial advisor workflow by connecting accounting, analytics, and performance reporting in one easy-to-use platform.
• Connect investment advisors with more informed clients by accelerating the adoption of a digital infrastructure. Improve engagement with historically underserved Ultra High Net Worth and High Net Worth individuals. Facilitate client connections across the firm to access additional products and services.
• Provide your clients with powerful insight to drive wealth creation. Leverage FactSet’s portfolio and risk analytics coupled with unique content, market data, and your firm’s unique insights. Combine institutional-grade content and portfolio analytics with digital technology to provide your clients with an in-depth view of their portfolios. Leverage FactSet’s Wealth Management Portal to present a robust digital solution to your clients, even if you lack the digital expertise and budget to build an in-house platform.