Digital Solutions

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For wealth managers, success means differentiating yourself from competitors by delivering insightful advice to your valued clients while you manage and grow their assets, not only in conversation, but online through custom portals. FactSet's market-leading digital solutions deliver value around-the-clock by combining client information with market data and analytics for a completely custom digital portal.

Key Features

  • Client Engagement
  • Advisor Efficiency
  • Reduced TCO

Key Benefits

Connect with clients where, when, and how they want.

With nearly half of interactions between HNW investors and their wealth managers occurring online, you need a platform to provide the transparent, self-service experience your clients are demanding. Leverage our digital solutions to enable your advisors to provide clients with tailored, proactive advice and insights via secure portal, satisfying the HNW community's growing desire for timely insights and more active participation.

Access the data, research, and analytics you need to engage with new clients and stay connected with existing ones.

Improve efficiency across your firm with unique dashboard views that combine client information, internal research, market data, and powerful analytics. Empower advisors to maintain laser-focus on their UHNW book by granting clients at all wealth levels access to a self-service portal. Maintain engagement with your entire book and grow your pipeline with reduced effort using tools built to support the advisor workflow.

Streamline your resources with data and technology from one experienced provider.

Eliminate your firm's reliance on multiple data vendors or technology firms when you access high-quality content and powerful technology from FactSet. As you execute a new digital solution, rely on FactSet's decades of expertise and market-leading support to help you navigate the implementation process.

Product/Service details