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About FactSet

FactSet is a wealth management platform that provides investment companies with powerful analytics and data, empowering their environmental, governance and social strategies. The software is also known to offer instant access to comprehensive financial data and analytics that acts as crucial decision-makers. Moreover, advanced tools present within the same allow users to test their ideas, identify opportunities and find a new path forward. They also get to use market-level details through news and quotes. Moreover, with FactSet investors can monitor global markets, gain industry-level insight and research private and public companies through financial, ESG, debt, estimates, research news and other information. Overall, FactSet brings complete front-office solutions, helping investors to meet their evolving workflow needs, whether it’s global portfolio monitoring, company research, multi-asset order or execution management. Intuitive charts and reports found within the particular acts as performance measures as well as characteristics, style and risk detectors for multiple asset classes and portfolios.

Screenshots & Videos

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Pricing

Platforms Supported

  • Browser Based (Cloud)

Organization Types Supported

  • All (Small, Medium, Large)

API Support

  • Available

Modes of Support

  • Business Hours, Online

FactSet Features

Collaboration Tools

These tools are meant to make the application highly collaborative and encourage teamwork

Client Management (Customer)

Facilitates strong necessary data about clients/customers and allows access to it when required

CRM

Handles your contact database, follows up with potential customers and keeps them engaged

Portfolio Management

Portfolio management is the art and science of making decisions about investment mix and policy

Reporting

Sends instant status reports about the task with customer feedback

FactSet Pricing

Free Trial

Not available

Pricing Options

Premium Plans ( Quotation Based )

Pricing Plans

Disclaimer: The pricing details were last updated on 17/06/2021 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about FactSet Pricing.

FactSet Alternatives

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Videos on FactSet

FactSet Screenshots

FactSet FAQs

What is FactSet used for?

FactSet offers the following functionalities:

  • Collaboration Tools
  • Client Management (Customer)
  • CRM
  • Portfolio Management
  • Reporting

Learn more about FactSet features.

Does FactSet provide API?

Yes, FactSet provides API.

FactSet Contact

Vendor Details

Norwalk, Connecticut

Contact Details

1.203.810.1000

https://www.factset.com/

Social Media Handles

Disclaimer

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