Digital Solutions
Success means differentiating yourself from competitors by delivering insightful advice to your valued clients, not only in conversation, but through bespoke online portals. FactSet's customizable, market-leading digital solutions combine client information with market data and analytics to provide a more seamless and meaningful digital experience.
Custom Digital Tools
Customize your digital experience with an ever-growing catalog of pre-connected analytics, content, engine, and utility APIs.
Accelerate in-house development projects and shorten time-to-market by integrating FactSet’s library of robust, standardized widgets in your online and mobile applications.
Offer a branded, intuitive, and customizable financial information and trading terminal for your retail customers. Give your users the ability to evaluate portfolios or individual securities using real-time quotes and global market data.
Demonstrate your value to clients and prospects while protecting and growing their assets with intuitive wealth management solutions.
Perform research to construct and manage your portfolios with powerful analytics and flexible data solutions.
Measure performance, risk, attribution, exposures, and characteristics for multi-asset class global portfolios with flexible reports and charts.
Combine FactSet’s investment-grade content and award-winning technology to create a personalized digital experience for your clients and advisors.
Benefits and Features
Meet high-net-worth investors’ demand for a transparent and automated experience by equipping wealth managers with a platform that intuitively supports client interactions.
Leverage FactSet’s suite of Portfolio Analytics calculation engines in your preferred environment to power your clients’ digital experience or provide real-time portfolio insights to your investment team
Expedite your time to market and eliminate manual customization processes by integrating pre-built widgets and Analytics APIs into your in-house systems
Trust FactSet to help you define, develop, and operate your digital solutions.
Eliminate your firm's reliance on multiple data vendors or technology firms with high-quality content and powerful technology from FactSet
Rely on FactSet's decades of implementation expertise and market-leading support to help ensure the digital solution you’re developing provides a comprehensive and consistent experience for all teams
Achieve high-quality results and save on both infrastructure and operational expenses by allowing FactSet to develop efficient strategies and solutions for your specific business needs
Build and deploy a unique digital experience with FactSet’s functional Content APIs.
Access business logic that transforms raw data fields into attributes that are meaningful and personalized to internal and external users of your applications
Rely on FactSet’s consultative approach for guidance on industry trends and product development to establish a distinguished user experience
Bridging the Digital Divide in Wealth Management
Explore what the wealth management industry can do to grasp the "new normal", build more resilient strategies, and bridge the digital divide that has emerged since the pandemic.