Wealth Managers
The intelligence FactSet provides is invaluable in strengthening client relationships and helps your advisors retain and grow their asset base.
With FactSet you can create concise and meaningful reports that can be instantly saved as branded PDFs for enhanced client communication. Whether you want to evaluate an existing client’s account, construct a new portfolio, or benchmark an existing portfolio against an index or internal model, FactSet provides a customized solution.
Gain an increased understanding of the performance, characteristics, and asset allocation of client portfolios with easy access to in-depth analytical reports. Discover what’s driving markets on a real-time basis. Centrally manage all of your portfolios and corresponding positions, access your portfolios’ streaming intra-day performance, and analyze real-time, fundamental, and historical data for the firms in your portfolios.
