
FactSet creates flexible, open data and software solutions for over 216,000 investment professionals worldwide, providing instant access to financial data and analytics that investors use to make crucial decisions.
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FactSet
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- Advisor Dashboard
Win new clients and grow existing business with an intuitive wealth platform that delivers proactive advice in a customizable digital portal.
- Alpha Testing
Begin exploring factor strategies and identify new drivers of performance with Alpha Testing. Easily backtest and visualize factor performance, statistics and correlations over deep histories and custom scenarios in a flexible and intuitive platform
- Asset Management Portal
Provide your clients with timely portfolio insights and more active participation using powerful solutions that deliver tailored advice via a secure portal.
- Benchmark Constituents API
Provides broad coverage of the highest-quality benchmark data covering 350,000+ benchmarks sourced from dozens of vendors.
- Cobalt Portfolio Monitoring Platform
Experience personalized portfolio monitoring for fund and portfolio company data, analytics, and on-demand reporting in a flexible and intuitive platform.
- Company Screening for Dealmakers
Gain a competitive edge by using FactSet Company Screening for Dealmakers to search for private and public companies, generate ideas, and close on deals.
- Corporate Banking Workstation
Enrich conversations with clients by accessing financial data, news, and analytics that compel corporate and commercial bankers to better understand their clients' business.
- DataRobot
DataRobot on FactSet integrates automated machine-learning technology into the FactSet workstation, allowing users to manage sophisticated ML models easily.
- Debt Capital Structure Report Builder
Access debt structure with instrument and line item reconciliation to reported total debt, and find a calculated current debt outstanding derived using interim changes since the last report period.
- Documents Distributor - Near Real-time Transcripts API
As part of the Documents Distributor CallStreet Events catalog of event-based API offerings, FactSet introduces the Near Real-Time Transcripts API.