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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.)
Yes - has this feature
FactSet's platform allows creation and management of financial goals as part of its planning tools.
Goal prioritization
Ability to rank and prioritize multiple financial goals
Yes - has this feature
Goal prioritization is referenced in FactSet's goal-based wealth management workflows and configurable goal ordering.
Goal progress tracking
Visual indicators of progress toward financial goals
Yes - has this feature
Product description confirms goal progress tracking through customizable views of client progress.
Goal adjustment tools
Ability to adjust goals based on changing circumstances
Yes - has this feature
Enables goal adjustment based on changing inputs; supports scenario and plan updates.
What-if scenarios
Simulation tools to test different financial scenarios and their impact on goals
Yes - has this feature
Supports robust what-if scenario analysis in financial planning modules.
Automated goal recommendations
AI-driven suggestions for realistic goal setting based on client financial profile
No information available
Multi-timeline visualization
Ability to view multiple goals across different time horizons simultaneously
Yes - has this feature
Reports allow simultaneous multi-goal and multi-timeline visualization as part of goal planning.
Goal linkage to accounts
Direct connection between specific accounts/investments and designated goals
No information available
Goal-based reporting
Customized reports showing progress toward specific financial goals
Yes - has this feature
FactSet provides customizable goal-based reporting.
Maximum number of goals
The maximum number of distinct financial goals that can be tracked simultaneously
No information available
Portfolio rebalancing
Automated or manual tools to rebalance investment portfolios to target allocations
Yes - has this feature
Portfolio rebalancing features are part of FactSet’s investment management suite.
Model portfolios
Pre-configured investment models based on risk profiles and objectives
Yes - has this feature
Model portfolios available as a feature for advisors and wealth managers.
Custom asset allocation
Ability to create and implement custom asset allocation strategies
Yes - has this feature
Supports custom asset allocation strategies per client needs.
Tax-loss harvesting
Tools to identify and execute tax-loss harvesting opportunities
Yes - has this feature
Tax-loss harvesting is a supported capability within FactSet Wealth Manager.
ESG/SRI screening
Capabilities for environmental, social, governance or socially responsible investment screening
Yes - has this feature
Supports ESG/SRI screening as a filter for investments.
Performance reporting
Detailed performance analytics including returns, benchmarking, and attribution
Yes - has this feature
Comprehensive performance reporting is a core function.
Risk analytics
Advanced risk measurement tools including volatility, drawdown, and stress testing
Yes - has this feature
Provides advanced risk analytics including scenario and stress testing.
Alternative investment support
Ability to include and analyze alternative investments within portfolios
Yes - has this feature
Ability to include private alternatives in account views is described in portfolio management section.
Asset location optimization
Tools to optimize which investments are held in which account types for tax efficiency
Yes - has this feature
Offers asset location optimization in tax-aware portfolio tools.
Portfolio optimization tools
Advanced optimization algorithms to maximize returns for given risk levels
Yes - has this feature
Portfolio optimization tools are included and described as advanced optimization.
Maximum securities tracked
The maximum number of individual securities that can be monitored within portfolios
No information available
Retirement income projections
Tools to project income needs and sources during retirement
Yes - has this feature
Retirement income projections are specifically described in planning modules.
Social Security optimization
Analysis tools for optimizing Social Security claiming strategies
No information available
Monte Carlo simulations
Probability-based analysis of retirement outcomes using multiple scenarios
Yes - has this feature
Monte Carlo simulation is a supported feature for probability-based retirement analysis.
Required Minimum Distribution calculator
Tools to calculate and plan for RMDs from retirement accounts
No information available
Longevity risk analysis
Analysis of the impact of different life expectancies on retirement plans
No information available
Healthcare cost projections
Estimates of healthcare and long-term care costs in retirement
No information available
Retirement account optimization
Analysis of optimal contributions and withdrawals across different retirement account types
Yes - has this feature
Offers optimization tools for account contribution and withdrawal sequencing.
Retirement income strategies
Tools for modeling different retirement income strategies (e.g., bucket approach, systematic withdrawals)
No information available
Retirement lifestyle modeling
Ability to model different spending patterns and lifestyles in retirement
No information available
Simulation iterations
The number of iterations used in Monte Carlo simulations for statistical reliability
No information available
Tax projection tools
Capability to project tax liabilities under various scenarios
Yes - has this feature
Tax projection and scenario planning tools described as part of planning suite.
Tax-efficient withdrawal strategies
Analysis of optimal account withdrawal sequences to minimize taxes
Yes - has this feature
Tax-efficient withdrawal strategy modeling is available in the system.
Capital gains planning
Tools to manage and optimize capital gains realization
No information available
Charitable giving strategies
Analysis of tax-efficient charitable giving options
No information available
Estate tax planning
Tools for estimating and planning for potential estate taxes
No information available
Tax bracket management
Strategies to manage income levels relative to tax brackets
No information available
Tax-loss carryforward tracking
Ability to track and utilize tax losses carried forward from previous years
No information available
Alternative Minimum Tax analysis
Tools to project and plan for potential AMT implications
No information available
Multi-state tax planning
Support for tax planning across multiple state jurisdictions
No information available
Tax update frequency
How frequently the system updates tax rates, brackets, and rules
No information available
Estate distribution modeling
Tools to model different estate distribution scenarios
No information available
Trust planning tools
Support for analyzing different trust structures and their implications
No information available
Beneficiary management
Tracking and management of beneficiary designations across accounts
No information available
Gifting strategy analysis
Tools to optimize lifetime gifting strategies
No information available
Business succession planning
Support for planning business ownership transfers
No information available
Estate document inventory
Secure storage and management of estate planning documents
Yes - has this feature
Estate document management and secure storage are offered in the client documentation modules.
Dynasty planning
Multi-generational estate planning tools
No information available
Charitable legacy planning
Tools for incorporating charitable giving into estate plans
Yes - has this feature
Charitable giving and legacy planning tools included in estate planning suite.
Estate tax projection
Projection of potential estate tax liabilities under different scenarios
No information available
Maximum generations modeled
The number of family generations that can be included in wealth transfer planning
No information available
Client portal
Secure online access for clients to view their financial plans and information
Yes - has this feature
FactSet includes a client portal for secure online client access and reporting.
Mobile app access
Dedicated mobile application for client access on smartphones and tablets
Yes - has this feature
Mobile access is included through dedicated apps supported for advisors and clients.
Document sharing
Secure exchange of documents between advisors and clients
Yes - has this feature
Features secure document sharing capabilities for advisor-client collaboration.
Co-browsing capability
Ability for advisors and clients to simultaneously view and interact with the same screens
No information available
Client task management
Assignment and tracking of client action items
Yes - has this feature
Task assignment and tracking capabilities for advisors and clients are available.
Virtual meeting integration
Built-in or integrated video conferencing capabilities
No information available
Collaborative goal setting
Tools allowing clients and advisors to collaboratively establish financial goals
Yes - has this feature
System supports collaborative goal setting between clients and advisors.
Notification system
Customizable alerts and notifications for clients and advisors
Yes - has this feature
Customizable notification systems for clients/advisors are mentioned in user documentation.
Client feedback tools
Mechanisms for collecting and managing client feedback
No information available
Maximum document storage
The maximum amount of document storage available for client files
No information available
Account aggregation
Ability to automatically collect and consolidate data from multiple financial institutions
Yes - has this feature
Comprehensive data aggregation from multiple financial institutions is a core offering.
Banking integration
Direct connections to banking systems for transaction data
Yes - has this feature
Bank data integration is advertised as a feature of data aggregation tools.
Investment platform integration
Direct connections to investment platforms and custodians
Yes - has this feature
Investment platform/custodian integration is part of workflow solutions described.
CRM integration
Connectivity with customer relationship management systems
Yes - has this feature
CRM integrations available with leading industry CRMs.
Document management integration
Connections to document management systems
Yes - has this feature
Integration with document management systems is supported.
Tax software integration
Ability to share data with tax preparation software
Yes - has this feature
Exports and connections with tax software (e.g., sharing data to TurboTax, etc.) highlighted.
API availability
Availability of APIs for custom integrations with other systems
Yes - has this feature
APIs are available for integration and workflow extension.
Data import capabilities
Support for manual data imports from various file formats
Yes - has this feature
Can import data from Excel, CSV, and other formats.
Real-time data updates
Frequency of automatic data refreshes from integrated sources
Yes - has this feature
Automatic real-time data updates from aggregated providers are featured.
Number of supported institutions
The number of financial institutions supported for direct data aggregation
No information available
Customizable reporting
Ability to create and customize client-facing reports
Yes - has this feature
System allows extensive custom report creation for clients.
Interactive dashboards
Dynamic visualization tools for exploring financial data
Yes - has this feature
Provides interactive dashboards for advisors and clients.
Scenario comparison
Side-by-side comparison of different financial scenarios
Yes - has this feature
Offers scenario comparison capabilities in planning dashboards.
White-labeling options
Ability to brand reports with advisor/firm branding
Yes - has this feature
White-labeling supported so advisors can use their own branding.
Scheduled reporting
Automated generation and delivery of periodic reports
Yes - has this feature
Supports automated and scheduled client/advisor reporting.
Benchmark comparison
Ability to compare performance against relevant benchmarks
Yes - has this feature
Benchmarks comparison is available for performance reporting.
Peer group analytics
Comparison of client situations against similar demographic groups
No information available
Export capabilities
Options for exporting reports in various formats (PDF, Excel, etc.)
Yes - has this feature
Exports available in PDF, Excel, and multiple formats.
Regulatory compliance reporting
Generation of reports required for regulatory compliance
No information available
Report generation speed
The average time required to generate complex financial reports
No information available
Data encryption
Encryption of sensitive data both in transit and at rest
Yes - has this feature
Data encryption at rest and in transit is referenced in security materials.
Multi-factor authentication
Additional security layers beyond password protection
Yes - has this feature
FactSet's platform supports multi-factor authentication for users.
Role-based access control
Granular permission settings based on user roles
Yes - has this feature
Role-based access control is mentioned in IT and security documentation.
Audit logging
Detailed tracking of all system access and changes
Yes - has this feature
Provides audit trails and activity logs.
Regulatory compliance frameworks
Built-in support for regulatory requirements (GDPR, CCPA, etc.)
Yes - has this feature
Platform claims compliance with GDPR, CCPA, and other frameworks.
Data residency options
Control over geographic location of data storage
No information available
Secure client communication
Encrypted communication channels with clients
Yes - has this feature
Client communication channels are encrypted according to security documentation.
Vulnerability testing
Regular security testing and vulnerability assessments
Yes - has this feature
Platform undergoes regular security and vulnerability testing.
Disaster recovery
Comprehensive backup and recovery capabilities
Yes - has this feature
Describes disaster recovery and business continuity features.
Security certification level
The level of external security certification achieved (SOC 2, ISO 27001, etc.)
Yes - has this feature
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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