michael.pendergrass
Acronym
FactSet
Product ID
FactSet-Wealth-Management-Workstation
Description

Global, multi-asset class research and portfolio analytics platform:
 

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FactSet 1
Details
  • Take advantage of FactSet’s automated holdings import and robust portfolio analytics to manage and monitor your book of business as well as deliver meaningful insights to you and your clients through flexible and interactive portfolio review documents.
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FactSet 2
Details
  • Gain interesting insights and analytics on of equities, fixed income instruments, funds, ETFs, options and more.
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FactSet 3
Details
  • Utilize FactSet Mobile Apps for dynamic access and key insights around your watchlists, markets, events and news on your mobile device as you travel to meet with clients and prospects
Features
  • Track portfolios and perform research around your client’s holdings
  • Access impactful and market moving news for companies and markets
  • Mobile Apps to help you stay connected when traveling 
Vendors
FactSet
Schwab Products
SIT Provider
Section
Research & Analytics
Solution
Daily Data Files
Ad Hoc Tags
DoubleClick Tags

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