FactSet Wealth Management Workstation

Product Description

About this Product

  • 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 

About 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.

Product Details

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More info about us

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Research & Analytics
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Integration Capabilities

Daily Data Files
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Serving RIAs Since

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Discount for Schwab Clients?



API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.

References to third parties on this site (whether such parties are vendors participating in a service of PTI or independent advisors using a service of a participating vendor) are not an endorsement or recommendation of, or an opinion (favorable or unfavorable), or advice about, or a referral to any product or service of any third party. Advisors are solely responsible for evaluating, selecting, and purchasing products and services offered by third party vendors. Unless indicated otherwise, third parties are independent and not affiliated with PTI or its affiliates.

Schwab Advisor Services includes the custody, trading, and support services of Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC, and the technology products and services of PTI. PTI and CS&Co are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent of each other. PTI’s integration solutions integrate data about accounts custodied at CS&Co.

Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons.