FactSet

FactSet provides solutions to investment professionals that span from idea generation, research, portfolio construction, reporting, and portfolio analysis.  With FactSet, Financial Advisors will have access to a robust yet intuitive web-based platform that integrates each Advisor’s book of business and delivers unparalleled access and insights around portfolio holdings, global markets as well as impactful news.  Advisors will have seamless access to monitor and analyze portfolio performance and exposures as well as rich insights around portfolio holdings including coverage of equities, fixed income instruments, funds, ETFs, options and much more.