Enhance client engagement and ignite growth with the #1 platform for wealth advisors FactSet delivers unparalleled insights and advanced #workflow solutions to drive growth and engagement in the #WealthManagement industry. Backed by over 40 years of expertise and trusted by more than 200 global users, FactSet empowers professionals to work smarter and achieve measurable results. Request a demo here: https://bit.ly/4gktiV6
About us
FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions. For 40 years, through market changes and technological progress, our focus has always been to provide exceptional client service. From more than 60 offices in 23 countries, we’re all working together toward the goal of creating value for our clients, and we’re proud that 95% of asset managers who use FactSet continue to use FactSet, year after year. As big as we grow, as far as we reach, and as successful as we become, we stay connected to our clients and to each other.
- Website
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http://www.factset.com
External link for FactSet
- Industry
- Financial Services
- Company size
- 10,001+ employees
- Headquarters
- Norwalk, Connecticut
- Type
- Public Company
- Founded
- 1978
- Specialties
- fintech, portfolio management, investment management, investment banking, wealth management, trading, risk and compliance, client reporting, OMS, EMS, data delivery, professional services, open technology, performance and attribution, risk management and analysis, and financial data
Locations
Employees at FactSet
Updates
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FactSet reposted this
Join us on February 12 for FactSet Developer Days! FactSet Developer Days is a virtual conference for engineers, developers, and architects building financial workflow solutions in asset + wealth management, banking, and private markets. Hear insights from FactSet engineering and industry leaders as we discuss practical applications of Generative AI, Unified Research, Trading Automation, API Integration, Connected Data Lakes, Portfolio Analytics, and next-level Digital experiences. Register Today! https://lnkd.in/gj_YwA43 #FactSetDeveloperDays #DeveloperDays #FactSet
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Maximize performance with FactSet's #GenAI Encourage better, faster decisions in an increasingly competitive market with FactSet’s Conversational #API, a simple interface that will empower you to build transformative solutions focused on perfecting research and information discoverability workflows. Learn more: https://bit.ly/3P40R1M
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We're thrilled to share that RBC Wealth Management has selected CapIntel’s robust comparison and proposal platform, integrated with FactSet’s leading data and analytics. Deliver personalized, digital proposals and streamline wealth workflows. ⤵️
We’re excited to announce that CapIntel has been chosen as RBC Wealth Management’s proposal generation provider. In early 2025, nearly 3800 users, including 2200 advisors and their teams, will gain access to CapIntel's powerful comparison and proposal platform. We’re grateful to Greg Beltzer and the RBC Wealth Management team for their leadership and collaboration as they launch the first fully integrated version of CapIntel with FactSet’s leading data and analytics. We look forward to providing RBC Wealth Management with an effortless way to deliver personalized proposals, reduce swivel chair processes, and increase client confidence.
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FactSet’s Internal Research Notes (IRN) platform is so much more than notes. It’s an all-in-one solution built for efficient research, exemplary organization, and confident idea-sharing. But don’t just take our word for it—check it out for yourself: https://bit.ly/4hPUvjy
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US-listed #ETFs totaled $10.2 trillion in assets under management at the end of November, and flows for the year are on pace to reach a record high. Check out our monthly #ETF flow summary. ⤵️ Read it here: https://bit.ly/3DgW9Lc
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Revamp Your Reporting Workflow with Seamless Data, Design, & Distribution Maximize your reporting potential with deeper analyses and increased stakeholder communication. Learn more: https://bit.ly/41AT8PZ
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📊 Get ready to redefine how investment banks create #Pitchbooks Introducing FactSet Pitch Creator—an #AI-powered solution designed to handle the heavy lifting for junior bankers. By streamlining tedious tasks, it delivers unmatched operational efficiency and ensures flawless, professional #pitchbooks every time. Mark your calendar for the official launch on January 15, 2025. Discover how FactSet Pitch Creator can elevate your workflow: https://bit.ly/4iPNm3o
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Check out the latest video interview with FactSet's Director of Quant Research, Georgi Mitov, PhD, as he discusses the latest in Systematic investing and the tools needed to support an end-to-end workflow.
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Don't miss the chance to join a virtual conference for engineers, developers, and architects building #FinancialWorkflow solutions in asset + wealth management, banking, and private markets. ⤵️
FactSet Developer Days is in 60 Days. Register today! Registration link: https://lnkd.in/gZ4uk_pP
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