Sales Elevator Pitches

DataRobot

DataRobot on FactSet lets you accelerate your AI success without having to hire a team of experts. It can be leveraged with your current team, and exceed and expand your AI operations. With DataRobot, you can build and deploy LM models, create AI applications, automate your data science workflow, benefit from community expertise, and improve your current research and strategies.

Data Exploration

Data Exploration combines the power of Snowflake with the content of the Open:FactSet Marketplace, offering a streamlined way to explore and evaluate new ideas. This eliminates the cost of trialing data locally by providing everything needed to analyze new content with a simple login.

Open: FactSet

The Open:FactSet Marketplace is our full catalog of essentially everything that we offer. It’s free to use on our website, and you can browse our over 300 in house data feeds, third-party datafeeds, APIs, products, and solutions to find what you need to do your best work.

Portfolio Analysis

Portfolio Analysis gives you insight into the factors that make your portfolio move and how your investment decisions affect portfolio performance. It’s incredibly customizable, handles multiple asset classes, and makes it easy to understand your portfolio’s performance, risk, exposures, and other in depth analytics.

Batcher

PRB facilitates the time-consuming task of producing month, quarter, and year-end performance reports. It’s an easy-to-use report generation and scheduling tool that allows you to generate and schedule portfolio reports from various analytics applications like PA and SPAR.

Portfolio Dashboard

Portfolio Dashboard displays summary information for multiple portfolios in one view so that all your key data points are easy to monitor. You can seamlessly integrate holdings, returns, and risk statistics into one comprehensive report that you can reference throughout the day.

Publisher

With Publisher, you can create custom-branded reporting documents for client distribution that seamlessly combines market data and analytics with your proprietary research and data. We can design these with your firm’s branding, like logos, colors, and disclaimers… so you wouldn’t have to lift a finger once it’s setup.

SPAR

Our SPAR application, which is an acronym for Style, Performance, and Risk, is our returns-based portfolio analysis tool. You can leverage its reports and charts to help you study a portfolio relative to a benchmark, competitor, or peer universe.

Universal Screening

Universal Screening helps you identify a list of securities that meet specific qualitative and quantitative criteria without having to dig into individual filings and reports.

GIPS Composite Analysis

FactSet’s GIPS Composite Analysis solution helps you achieve compliance with the Global Investment Performance Standards (GIPS) by providing a workflow-based approach to the monthly calculation and reporting process and works in conjunction with other FactSet applications.

Analytics APIs

FactSet Analytics APIs allow you to connect FDS data and analytics to your existing applications. With our family of flexible API products, you’ll get even more from your applications, content, and utilities. We have Portfolio Analysis API, SPAR API, etc.

Alpha Testing

Alpha testing allows you to explore factor strategies and identify new drivers of performance. You can easily backtest and visualize factor performance, statistics and correlations, and custom scenarios in a flexible and intuitive platform

PM Hub

PM Hub let’s you effortlessly build and analyze your portfolio with greater confidence. You can monitor your portfolio positions, analytics, and exposures in real time, you can propose trades, you can check with compliance… it’s really our key into encompassing on the entire portfolio lifecycle.

Optimizer

Portfolio Optimizer is a quant tool that allows you to construct optimal, multi-asset class portfolios according to custom investment objectives while simultaneously adhering to specified constraints and costs

Vault

Portfolio Vault provides the ability to store, validate, lock, and retrieve returns and attribution results. You archive results from PA for centralized safe-keeping, allowing for a consistent and repeatable data distribution process

FactSet EMS

FactSet EMS is a modern and intuitive multi-asset execution management system, integrated in the FactSet workstation, designed to give traders a clear view of the market.

Portware

FactSet’s Portware is an advanced, multi-asset execution management system (EMS) that equips you with a centralized view of orders and executions coupled with market impact, liquidity, and execution performance analytics.

FPE

The FactSet Programmatic Environment (FPE) is an open, programmatic environment that enables users to analyze structured and unstructured data, create automated workflows, and generate ideas.

MAC Risk

With MAC Risk, you can integrate a multitude of asset classes and factors to gain a full view of risk distribution using a Monte Carlo or linear approach. You can incorporate customizable stress tests and shocks into your portfolio to identify vulnerabilities, seamlessly connect measurements with your front, middle, and back office, and create your full risk management lifecycle.

FactSet Fund Marketing

FactSet Fund Marketing is our end-to-end solution for the creation, storage, management, and distribution of fund data into over 50 Investment databases. With it, you can automate your data flow, populate your entire investment database footprint, leverage a central hub to maintain data integrity, and improve the marketing of your funds.

Portfolio Guide

Portfolio Guide is an interactive reporting solution that helps wealth managers create custom, presentation-ready reports for your client meetings. It combines key holdings data and analyst research with FactSet's content and analytics into flexible reports that show portfolio performance and characteristics

Portfolio Commentary

Portfolio Commentary leverages GenAI to help generate commentary that explains portfolio analysis results to your stakeholders faster and allows you to achieve a more holistic understanding of a performance attribution report. 

Portfolio Assistant

Portfolio Assistant is a conversational agent within PM Hub and PA that uses GenAI to help you efficiently analyze your portfolio, without needing to be an expert in FactSet’s analytical applications. You can use it to answer questions about your portfolios, configure reports, and explain the drivers of your portfolio's performance over time.

Signals

FactSet Signals use machine learning to develop and surface predictions and insights for financial events. Signals alert you to timely events and information and, in turn, helps you to quickly identify opportunities and risk, and analyze the health of a company.

Security Explanation

Security explanation, powered by GenAI, looks at news and transcripts to explain what drives a security's performance, allowing you to understand what’s most critically impacting your portfolio while focusing on higher-value tasks.

Transcript Assistant

Transcript Assistant, powered by ChatGPT, is our conversational chat within our Document Search application where you can get generative insights on transcripts, including summaries of specific sections and/or speakers, trending themes within calls, and extraction of key data points.

Portfolio Insight

Portfolio Insight is the interface that PMs use for their Vaulted Data. It looks and feels just like PA, but the settings are locked down to create a consistent and repeatable data distribution process

Vermillion

Asset Management firms often report their results to their own clients. Vermillion facilitates this type of sophisticated, external reporting that our clients need to maintain their own client relationships. The Vermillion documents are fully owned and managed by you, whereas we manage PUB.

IRN

IRN is our research management solution that gives you a centralized space to communicate, save research, justify your decisions, and maintain compliance. With IRN, you can aggregate, store, retrieve, track, and share your research, from broad market themes to specific security updates. We’ve recently integrated GenAI into the platform for further optimization.

Advisor Dashboard

Advisor Dashboard is a productivity solution for advisors & firms looking to create advisor efficiency, promote in house thought leadership, and drive client engagement.

CapIntel

We have recently partnered with CapIntel, a leading proposal generation provider that saves advisors hours of time, drives growth, and build trust with clients and prospects through personalized and engaging proposals. This is fully integrated into FactSet and can be used directly within the workstation.

Aidentified

We recently partnered with AIdentified to bring intelligent prospecting to our platform. Aidentified provides tools to identify, qualify, and convert new client relationships; and works with financial advisors, marketing teams and other sales professionals across many industry verticals.

Equity Risk Models

You can utilize our equity risk models to analyze and predict potential risks within their stock portfolios. These models look into "ex-ante" risk—anticipating the impact of current market exposures on future returns over a set time frame, which can be analyzed in PA. As well as "ex-post" risk (based on historical data and variations in returns), which can be accessed via SPAR.

P2V

FactSet developed a new pricing system based on client feedback in an effort to simplify our solution set, align with common user workflows, and support better department allocations for respective teams. Key benefits include a simplified per user and enterprise solution offering, reduction of required modules to achieve the same workflow, and streamlined allocations by department via the removal of certain base fee packages.

FactSet Investor Network (FIN)

FIN allows you to share portfolio data and analytics with asset managers, asset owners, and third parties. You can rely on FactSet’s data integration experts and our Portfolio Services offering to ensure accurate processing.

Pitch Creator

Pitch Creator is a suite of GenAI-powered capabilities that allow you to create Pitchbooks faster, saving you up to 10 hours per week.

Liquidity Book

FactSet recently acquired Liquidity Book, providing end-to-end Front Office Solutions in one fully integrated workflow. FactSet now has an Order Management System (OMS) within the workstation to seamlessly support the front office trade workflow: from security research & portfolio construction to order creation and trade execution.

FactSet Mercury

FactSet Mercury is our conversational agent, providing key company information with supporting context and actionable next steps