A comprehensive suite of wealth management tools including portfolio analysis, financial planning, risk modeling, and client reporting. Offers customizable views of client portfolios and goal tracking.
Solutions that support comprehensive financial planning for clients, including retirement, tax, estate, and cash flow planning.
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Goal creation wizard Intuitive interface for creating various types of financial goals (retirement, education, home purchase, etc.) |
FactSet's platform allows creation and management of financial goals as part of its planning tools. | |
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Goal prioritization Ability to rank and prioritize multiple financial goals |
Goal prioritization is referenced in FactSet's goal-based wealth management workflows and configurable goal ordering. | |
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Goal progress tracking Visual indicators of progress toward financial goals |
Product description confirms goal progress tracking through customizable views of client progress. | |
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Goal adjustment tools Ability to adjust goals based on changing circumstances |
Enables goal adjustment based on changing inputs; supports scenario and plan updates. | |
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What-if scenarios Simulation tools to test different financial scenarios and their impact on goals |
Supports robust what-if scenario analysis in financial planning modules. | |
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Automated goal recommendations AI-driven suggestions for realistic goal setting based on client financial profile |
No information available | |
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Multi-timeline visualization Ability to view multiple goals across different time horizons simultaneously |
Reports allow simultaneous multi-goal and multi-timeline visualization as part of goal planning. | |
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Goal linkage to accounts Direct connection between specific accounts/investments and designated goals |
No information available | |
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Goal-based reporting Customized reports showing progress toward specific financial goals |
FactSet provides customizable goal-based reporting. | |
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Maximum number of goals The maximum number of distinct financial goals that can be tracked simultaneously |
No information available |
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Portfolio rebalancing Automated or manual tools to rebalance investment portfolios to target allocations |
Portfolio rebalancing features are part of FactSet’s investment management suite. | |
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Model portfolios Pre-configured investment models based on risk profiles and objectives |
Model portfolios available as a feature for advisors and wealth managers. | |
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Custom asset allocation Ability to create and implement custom asset allocation strategies |
Supports custom asset allocation strategies per client needs. | |
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Tax-loss harvesting Tools to identify and execute tax-loss harvesting opportunities |
Tax-loss harvesting is a supported capability within FactSet Wealth Manager. | |
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ESG/SRI screening Capabilities for environmental, social, governance or socially responsible investment screening |
Supports ESG/SRI screening as a filter for investments. | |
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Performance reporting Detailed performance analytics including returns, benchmarking, and attribution |
Comprehensive performance reporting is a core function. | |
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Risk analytics Advanced risk measurement tools including volatility, drawdown, and stress testing |
Provides advanced risk analytics including scenario and stress testing. | |
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Alternative investment support Ability to include and analyze alternative investments within portfolios |
Ability to include private alternatives in account views is described in portfolio management section. | |
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Asset location optimization Tools to optimize which investments are held in which account types for tax efficiency |
Offers asset location optimization in tax-aware portfolio tools. | |
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Portfolio optimization tools Advanced optimization algorithms to maximize returns for given risk levels |
Portfolio optimization tools are included and described as advanced optimization. | |
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Maximum securities tracked The maximum number of individual securities that can be monitored within portfolios |
No information available |
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Retirement income projections Tools to project income needs and sources during retirement |
Retirement income projections are specifically described in planning modules. | |
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Social Security optimization Analysis tools for optimizing Social Security claiming strategies |
No information available | |
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Monte Carlo simulations Probability-based analysis of retirement outcomes using multiple scenarios |
Monte Carlo simulation is a supported feature for probability-based retirement analysis. | |
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Required Minimum Distribution calculator Tools to calculate and plan for RMDs from retirement accounts |
No information available | |
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Longevity risk analysis Analysis of the impact of different life expectancies on retirement plans |
No information available | |
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Healthcare cost projections Estimates of healthcare and long-term care costs in retirement |
No information available | |
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Retirement account optimization Analysis of optimal contributions and withdrawals across different retirement account types |
Offers optimization tools for account contribution and withdrawal sequencing. | |
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Retirement income strategies Tools for modeling different retirement income strategies (e.g., bucket approach, systematic withdrawals) |
No information available | |
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Retirement lifestyle modeling Ability to model different spending patterns and lifestyles in retirement |
No information available | |
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Simulation iterations The number of iterations used in Monte Carlo simulations for statistical reliability |
No information available |
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Tax projection tools Capability to project tax liabilities under various scenarios |
Tax projection and scenario planning tools described as part of planning suite. | |
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Tax-efficient withdrawal strategies Analysis of optimal account withdrawal sequences to minimize taxes |
Tax-efficient withdrawal strategy modeling is available in the system. | |
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Capital gains planning Tools to manage and optimize capital gains realization |
No information available | |
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Charitable giving strategies Analysis of tax-efficient charitable giving options |
No information available | |
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Estate tax planning Tools for estimating and planning for potential estate taxes |
No information available | |
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Tax bracket management Strategies to manage income levels relative to tax brackets |
No information available | |
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Tax-loss carryforward tracking Ability to track and utilize tax losses carried forward from previous years |
No information available | |
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Alternative Minimum Tax analysis Tools to project and plan for potential AMT implications |
No information available | |
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Multi-state tax planning Support for tax planning across multiple state jurisdictions |
No information available | |
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Tax update frequency How frequently the system updates tax rates, brackets, and rules |
No information available |
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Estate distribution modeling Tools to model different estate distribution scenarios |
No information available | |
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Trust planning tools Support for analyzing different trust structures and their implications |
No information available | |
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Beneficiary management Tracking and management of beneficiary designations across accounts |
No information available | |
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Gifting strategy analysis Tools to optimize lifetime gifting strategies |
No information available | |
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Business succession planning Support for planning business ownership transfers |
No information available | |
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Estate document inventory Secure storage and management of estate planning documents |
Estate document management and secure storage are offered in the client documentation modules. | |
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Dynasty planning Multi-generational estate planning tools |
No information available | |
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Charitable legacy planning Tools for incorporating charitable giving into estate plans |
Charitable giving and legacy planning tools included in estate planning suite. | |
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Estate tax projection Projection of potential estate tax liabilities under different scenarios |
No information available | |
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Maximum generations modeled The number of family generations that can be included in wealth transfer planning |
No information available |
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Client portal Secure online access for clients to view their financial plans and information |
FactSet includes a client portal for secure online client access and reporting. | |
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Mobile app access Dedicated mobile application for client access on smartphones and tablets |
Mobile access is included through dedicated apps supported for advisors and clients. | |
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Document sharing Secure exchange of documents between advisors and clients |
Features secure document sharing capabilities for advisor-client collaboration. | |
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Co-browsing capability Ability for advisors and clients to simultaneously view and interact with the same screens |
No information available | |
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Client task management Assignment and tracking of client action items |
Task assignment and tracking capabilities for advisors and clients are available. | |
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Virtual meeting integration Built-in or integrated video conferencing capabilities |
No information available | |
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Collaborative goal setting Tools allowing clients and advisors to collaboratively establish financial goals |
System supports collaborative goal setting between clients and advisors. | |
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Notification system Customizable alerts and notifications for clients and advisors |
Customizable notification systems for clients/advisors are mentioned in user documentation. | |
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Client feedback tools Mechanisms for collecting and managing client feedback |
No information available | |
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Maximum document storage The maximum amount of document storage available for client files |
No information available |
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Account aggregation Ability to automatically collect and consolidate data from multiple financial institutions |
Comprehensive data aggregation from multiple financial institutions is a core offering. | |
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Banking integration Direct connections to banking systems for transaction data |
Bank data integration is advertised as a feature of data aggregation tools. | |
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Investment platform integration Direct connections to investment platforms and custodians |
Investment platform/custodian integration is part of workflow solutions described. | |
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CRM integration Connectivity with customer relationship management systems |
CRM integrations available with leading industry CRMs. | |
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Document management integration Connections to document management systems |
Integration with document management systems is supported. | |
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Tax software integration Ability to share data with tax preparation software |
Exports and connections with tax software (e.g., sharing data to TurboTax, etc.) highlighted. | |
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API availability Availability of APIs for custom integrations with other systems |
APIs are available for integration and workflow extension. | |
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Data import capabilities Support for manual data imports from various file formats |
Can import data from Excel, CSV, and other formats. | |
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Real-time data updates Frequency of automatic data refreshes from integrated sources |
Automatic real-time data updates from aggregated providers are featured. | |
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Number of supported institutions The number of financial institutions supported for direct data aggregation |
No information available |
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Customizable reporting Ability to create and customize client-facing reports |
System allows extensive custom report creation for clients. | |
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Interactive dashboards Dynamic visualization tools for exploring financial data |
Provides interactive dashboards for advisors and clients. | |
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Scenario comparison Side-by-side comparison of different financial scenarios |
Offers scenario comparison capabilities in planning dashboards. | |
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White-labeling options Ability to brand reports with advisor/firm branding |
White-labeling supported so advisors can use their own branding. | |
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Scheduled reporting Automated generation and delivery of periodic reports |
Supports automated and scheduled client/advisor reporting. | |
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Benchmark comparison Ability to compare performance against relevant benchmarks |
Benchmarks comparison is available for performance reporting. | |
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Peer group analytics Comparison of client situations against similar demographic groups |
No information available | |
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Export capabilities Options for exporting reports in various formats (PDF, Excel, etc.) |
Exports available in PDF, Excel, and multiple formats. | |
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Regulatory compliance reporting Generation of reports required for regulatory compliance |
No information available | |
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Report generation speed The average time required to generate complex financial reports |
No information available |
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Data encryption Encryption of sensitive data both in transit and at rest |
Data encryption at rest and in transit is referenced in security materials. | |
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Multi-factor authentication Additional security layers beyond password protection |
FactSet's platform supports multi-factor authentication for users. | |
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Role-based access control Granular permission settings based on user roles |
Role-based access control is mentioned in IT and security documentation. | |
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Audit logging Detailed tracking of all system access and changes |
Provides audit trails and activity logs. | |
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Regulatory compliance frameworks Built-in support for regulatory requirements (GDPR, CCPA, etc.) |
Platform claims compliance with GDPR, CCPA, and other frameworks. | |
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Data residency options Control over geographic location of data storage |
No information available | |
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Secure client communication Encrypted communication channels with clients |
Client communication channels are encrypted according to security documentation. | |
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Vulnerability testing Regular security testing and vulnerability assessments |
Platform undergoes regular security and vulnerability testing. | |
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Disaster recovery Comprehensive backup and recovery capabilities |
Describes disaster recovery and business continuity features. | |
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Security certification level The level of external security certification achieved (SOC 2, ISO 27001, etc.) |
FactSet holds ISO 27001 and SOC2 certifications as stated in public compliance documentation. |
Platforms that manage client information, track interactions, and provide a comprehensive view of client relationships and account activities.
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Comprehensive Client Profiles Ability to store and display detailed information for each client, including personal, financial, and contact information. |
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Document Management Support for storing, organizing, and retrieving client-related documents and forms. |
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Data Enrichment Tools Integration or automatic population of client profiles with data from external and internal sources. |
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Custom Fields Ability to add company-specific fields to client profiles. |
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Advanced Search and Filtering Robust search functionality with multiple filter options to quickly locate client records. |
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Bulk Data Import/Export Support for importing or exporting client data in various formats (CSV, Excel, etc.). |
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Data Validation Automated checks and validation routines to ensure data quality and consistency. |
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Historical Record Keeping Maintains a comprehensive change history or audit trail for client data. |
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Multi-language Support Support for multiple languages in client data fields and interfaces. |
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Compliance Tagging Ability to tag and flag records for regulatory and compliance review. |
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Data Storage Capacity Total amount of client data and documents that can be stored. |
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Activity Logging Automatic or manual recording of client interactions (calls, emails, meetings, etc.). |
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Email Integration Ability to link and track email exchanges within client records. |
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Call Logging and Recording Support for logging calls and, where allowed, recording conversations. |
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Meeting Scheduling Integrated scheduling tools for arranging meetings with clients. |
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Notes and Attachments Add contextual notes and attach relevant files to each interaction. |
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Task Assignment Assign follow-up actions or tasks based on interactions. |
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Interaction Timeline Visual timeline display of all past client interactions. |
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Bulk Interaction Upload Ability to bulk upload historical interactions. |
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Activity Alerts Real-time notifications based on specific client activity or inactivity. |
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Interaction Storage Duration Duration for which interaction records are stored and accessible. |
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Account Aggregation Aggregates data from multiple accounts, consolidating positions, balances, and activities in one view. |
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Real-Time Updates Dashboards and client views update dynamically with live data. |
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Relationship Mapping Visual and data tools to map associations between clients, households, and related entities. |
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Portfolio Overview Summary view of client portfolios, holdings, and risk exposure. |
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Service Case Overview Unified access to service tickets and requests related to each client. |
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Custom Dashboard Widgets Allow users to tailor dashboard content to individual preferences. |
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Client Segmentation Filters and visualizations to quickly group and analyze clients by segment or profile. |
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Cross-Channel Activity Shows client activity across email, phone, chat, web, and mobile touchpoints. |
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KPIs at a Glance Displays key performance indicators relevant to client health and engagement. |
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Time to Load Dashboard Time required to fully load and render the 360-degree client view. |
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Onboarding Automation Automates steps in the client onboarding process based on pre-defined rules. |
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Task Automation Automatically generates reminders, assignments, and escalations. |
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Approval Routing Configurable multi-step approval flows for sensitive transactions or documentation. |
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Custom Workflow Builder Drag-and-drop interface for creating custom workflow templates. |
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Service Ticket Automation Automates assignment and routing of client service tickets. |
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Document Generation Automatically generates standardized documents for client requests. |
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SLA Tracking Tracks workflow adherence to service level agreements. |
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Workflow Audit Logs Detailed tracking of workflow actions and status changes. |
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Concurrent Workflows Number of workflows that can be executed in parallel. |
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Average Task Completion Time Average time required for an automated workflow to complete a standard task. |
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Role-Based Access Controls Granular user access permissions, ensuring only authorized users access sensitive data. |
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Audit Trail Comprehensive logs of user activities and changes in the platform. |
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Data Encryption Data encrypted at rest and in transit according to industry standards. |
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2-Factor Authentication Support for two-factor (2FA) or multi-factor authentication (MFA). |
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Regulatory Reporting Integration with required regulatory systems for reporting and compliance filings. |
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Client Consent Management Capture and store records of required consents and data handling preferences. |
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Data Retention Policies Configure how long records are retained in accordance with regulations. |
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Third-Party Access Controls Monitor, restrict, and log third-party system integrations and access. |
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Anonymization and Pseudonymization Tools Support for making data non-attributable for testing or analytics. |
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Number of Compliance Certifications Count of third-party compliance certifications (e.g., ISO, SOC2). |
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Standard Report Library Built-in set of common reports (activity, contact, pipeline, etc.). |
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Custom Report Builder User-friendly interface for building bespoke reports. |
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Interactive Dashboards Dynamic, visual dashboards with drill-down capability. |
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Scheduled Reports Ability to automatically deliver reports on a defined schedule. |
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Export Data Formats Range of export options for report outputs (PDF, CSV, XLSX, etc.). |
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Real-Time Analytics Support for near real-time data visualization and analysis. |
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KPI Customization Set and monitor key performance indicators relevant to client service. |
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Analytics API Access Programmatic access to analytics for integration with other systems. |
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Number of Concurrent Reports How many reports can be generated simultaneously. |
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Report Generation Time Average time to produce standard analytical reports. |
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API Availability Comprehensive API access for data exchange and process integration. |
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Third-Party App Marketplace Catalog of pre-built integrations with popular fintech and productivity tools. |
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Open Data Standards Support for widely accepted data exchange standards (FIX, OFX, REST, etc.). |
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Single Sign-On (SSO) Integrate with directory services for unified credential management. |
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Webhooks Configurable webhooks for real-time system notifications and triggers. |
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Custom Plug-In Support Extend system with in-house or third-party plug-ins and extensions. |
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Batch Data Sync Scheduler and tools for batch synchronization of large data sets. |
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Integration Monitoring Visibility and alerts regarding integration health and data flow. |
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Concurrent Integration Limit Maximum number of concurrent system integrations supported. |
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Mean Integration Response Time Average response time for key API calls or integrations. |
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Mobile Responsiveness Optimized interface for use on mobile devices. |
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Accessibility Compliance Adherence to accessibility standards (e.g., WCAG) for users with disabilities. |
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User Personalization Support for tailored views, notifications, and navigation per user. |
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Contextual Help In-app help, tooltips, guides, and tutorials. |
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Multi-Window Support Ability to use multiple windows or tabs without session conflicts. |
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Localization Support for multiple languages and regional formats. |
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End-User Training Tools Library of learning resources and onboarding modules. |
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User Session Timeout Setting Duration after which an idle user is automatically logged out. |
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Page Load Speed Average time to load main user interface pages. |
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Secure Messaging End-to-end encrypted chat or messaging with clients within the platform. |
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Bulk Email Campaigns Ability to create and send targeted email campaigns to clients. |
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SMS Integration Direct messaging via SMS to clients’ registered numbers. |
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E-Document Delivery Securely send statements, disclosures, and other documents to clients. |
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Campaign Analytics Track open rates, clicks, and engagement for outbound communications. |
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Automated Reminders System-generated reminders for pending actions or documents. |
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Template Management Central management of approved email and message templates. |
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Opt-In/Opt-Out Management Maintain compliant records of client marketing communication preferences. |
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Concurrent Campaign Limit Maximum number of simultaneous outbound campaigns. |
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Message Delivery Time Average time for messages to be delivered to clients. |
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Case Creation Automation Auto-generation of service cases from incoming emails or client messages. |
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Priority and Categorization Support for tagging tickets by priority and type for routing and handling. |
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Assignment Rules Automated or manual assignment of cases to the appropriate team or individual. |
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SLAs and Escalation Rules Configurable SLAs and escalation triggers for overdue cases. |
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Case Resolution Workflows Guided workflows for efficient problem investigation and resolution. |
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Internal Notes and Collaboration Private notes, file sharing, and team chat on each ticket. |
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Client Portal Access Clients can view, update, and track their own tickets online. |
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Case Closure Feedback Collect client satisfaction feedback upon case resolution. |
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Active Case Limit Maximum number of open service cases the system can manage simultaneously. |
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Average Case Resolution Time Mean turnaround time for resolving standard support tickets. |
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System Uptime SLA Contractually guaranteed percentage of system availability. |
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Disaster Recovery and Backup Automated data backup and rapid failover capabilities. |
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24/7 Support Availability Access to technical support around the clock. |
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Response Time Guarantee Average time to respond to critical support requests. |
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User Community Portal Online forum and help center for users to share solutions. |
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Regular Software Updates Commitment to periodic updates and enhancements. |
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Performance Monitoring Tools Built-in utilities to monitor system health and usage. |
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Incident Notification Immediate alerts to administrators for system issues. |
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System Scalability Capacity to expand concurrent users or data usage without significant degradation. |
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Peak Concurrent User Support Maximum number of users supported simultaneously under full load. |
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