FactSet Portfolio & Risk Analytics from FactSet

Enterprise-level risk management platform for investment managers, allowing for advanced risk modeling, scenario analysis, regulatory reporting, exposure analysis, and compliance monitoring for funds and portfolios.

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Product analysis by function

Enterprise Risk Management Platforms for Risk & Compliance

Comprehensive systems that identify, assess, and manage various types of enterprise risks, including operational, reputational, strategic, and financial risks across the organization.
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Data Integration & Connectivity
(0 Yes /0 Known /10 Possible features)

Risk Analytics & Modeling
(0 Yes /0 Known /10 Possible features)

Regulatory Compliance Management
(0 Yes /0 Known /10 Possible features)

Reporting & Visualization
(0 Yes /0 Known /10 Possible features)

Security & Access Control
(0 Yes /0 Known /10 Possible features)

Workflow & Task Automation
(0 Yes /0 Known /10 Possible features)

Audit & Monitoring
(0 Yes /0 Known /10 Possible features)

Performance & Scalability
(0 Yes /0 Known /10 Possible features)

User Experience & Usability
(0 Yes /0 Known /10 Possible features)

Vendor Support & Platform Maintenance
(0 Yes /0 Known /10 Possible features)

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Multi-source data ingestion Ability to import data from multiple structured and unstructured sources.		No information available
Real-time data feeds Supports real-time ingestion and updating of risk-related data.		No information available
API support Supports integration via APIs with third-party and internal systems.		No information available
Batch data processing Supports scheduled, bulk updates and ingestion of data.		No information available
Standard file support Ability to import/export data in common formats (CSV, XLS, XML, JSON).		No information available
Data mapping and transformation Tools for mapping source data to the platform’s schema and transforming formats.		No information available
Data validation Automatically checks data for integrity and consistency upon ingestion.		No information available
ETL capabilities Supports extract, transform, load pipelines for managing data flows.		No information available
Cloud and on-prem connectivity Integrates with both cloud and on-premise systems.		No information available
Scalability of data ingestion The maximum daily volume of data records that can be ingested.		No information available

Market risk calculation Ability to model and calculate exposure to market risks (e.g., VaR, stress tests).		No information available
Credit risk assessment Quantifies and manages risk exposure to counterparties.		No information available
Liquidity risk analytics Models fund ability to meet obligations and manage liquidity shocks.		No information available
Operational risk assessment Assesses risks from operational failures, including process, staff or system.		No information available
Risk scenario analysis Ability to run simulations for bespoke risk events.		No information available
Custom risk factor modeling Users can define and implement custom risk factors and models.		No information available
Model validation tools Provides tools to validate and backtest risk models.		No information available
Historical risk simulation Allows replay of historical events for impact analysis.		No information available
Risk aggregation (across portfolios) Aggregates risk metrics at multiple portfolio or fund levels.		No information available
Risk calculation speed The average time taken to complete a full risk calculation cycle.		No information available

Regulatory rules library Comprehensive library of rules for key jurisdictions (e.g., SEC, ESMA, FCA).		No information available
Automated compliance monitoring Automatically monitors transactions and holdings for breaches.		No information available
Pre-trade compliance checks Detects potential compliance breaches before trades are executed.		No information available
Audit trails Captures all user and system actions for historical review.		No information available
Compliance workflow automation Manages approval, exception, and escalation workflows digitally.		No information available
Documentation management Stores, manages, and retrieves regulatory documents and disclosures.		No information available
Automated regulatory reporting Generates and submits reports as per local and global requirements.		No information available
Regulatory change tracking Monitors and notifies on relevant regulatory changes.		No information available
Breach alerting and notification Sends real-time alerts for any compliance breaches.		No information available
Number of supported jurisdictions Count of regulatory regions (countries) natively supported.		No information available

Customizable dashboards Dashboards can be customized per user or role, with drag-and-drop widgets.		No information available
Real-time reporting Reports reflect the latest available data and calculations.		No information available
Scheduled report generation Ability to schedule delivery of regular reports.		No information available
Export to multiple formats Ability to export reports (PDF, Excel, HTML, CSV).		No information available
Data visualization tools Offers graphs, heatmaps, and advanced visualization features.		No information available
Ad-hoc reporting Users can create custom reports without coding.		No information available
Automated distribution System can automatically distribute reports to stakeholders.		No information available
Drill-down capabilities Users can drill down into data for detailed analysis.		No information available
Interactive visualization speed Average response time for rendering custom dashboard views.		No information available
Concurrent users supported for reports Maximum number of users that can access reports simultaneously.		No information available

Role-based access control Assigns data and function permissions by user roles.		No information available
Single Sign-On (SSO) Integrates with corporate identity providers for access.		No information available
Multi-factor authentication Enforces additional security checks for user logins.		No information available
Data encryption (in transit and at rest) Encrypts sensitive data during transfer and storage.		No information available
Comprehensive audit logging Maintains detailed logs for all data access and changes.		No information available
User provisioning and de-provisioning Automates the onboarding and offboarding of users.		No information available
Granular permission settings Fine-tuned data and function-level access configuration.		No information available
Data masking and anonymization Masks sensitive data fields for select users or roles.		No information available
Incident & breach detection Monitors and alerts on potential security incidents.		No information available
Maximum concurrent user sessions Maximum user sessions that are allowed simultaneously.		No information available

Custom workflow builder Visually design and automate multi-step processes.		No information available
Automated task assignment Routes tasks to responsible users based on defined criteria.		No information available
Approval tracking Tracks approvals, signatures, and acknowledgments digitally.		No information available
Notification and escalation rules Automated alerts and escalation when timelines are missed.		No information available
Exception management Tracks and manages process exceptions and their resolutions.		No information available
Integration with communication tools Integrates with email, chat, or ticketing for notifications.		No information available
SLA tracking Measures and reports service-level agreement adherence.		No information available
Parallel processing of workflows Supports simultaneous execution of multiple workflows.		No information available
Number of customizable workflows Maximum number of custom workflows supported.		No information available
Workflow execution speed Average time to execute a typical workflow.		No information available

Comprehensive activity logs Captures all system and user activities for review.		No information available
Automated exception logging Automatically records exceptions and unusual events.		No information available
Change management tracking Monitors changes to data, rules, and configurations.		No information available
Periodic review scheduler Automates scheduling and reminders for audits and reviews.		No information available
Forensics and drill-back tools Allows detailed reconstruction and investigation of events.		No information available
Automated controls testing Regularly tests control effectiveness and documents results.		No information available
Exception alerting Notifies users of irregular events or failed checks.		No information available
Audit report generation Automatically compiles and formats audit-ready reports.		No information available
Retention period for logs Duration for which audit logs are retained in the system.		No information available
Concurrent audit users supported Maximum number of auditors that can work simultaneously.		No information available

Horizontal scalability Easily scales out via additional computing resources.		No information available
Load balancing Distributes system load across multiple servers or nodes.		No information available
Cloud-native architecture Designed for scalable cloud or hybrid deployments.		No information available
High-availability configuration Supports failover and redundancy for resilience.		No information available
Disaster recovery options Provides built-in DR and data backup capabilities.		No information available
Concurrent users supported Maximum simultaneous users during peak usage.		No information available
Data throughput capacity Maximum volume of data processed per second.		No information available
Uptime SLA Guaranteed platform availability over time.		No information available
Average page load time Typical time for loading key dashboards or modules.		No information available
Processing capacity per fund Number of funds/entities supported without degradation.		No information available

Intuitive user interface Interface is easy to navigate and learn.		No information available
Mobile access Accessible on smartphones and tablets.		No information available
Contextual help Built-in help, tooltips, and guided tours.		No information available
Personalized homepages Users can set and modify their landing screens.		No information available
Internationalization/localization Supports multiple languages and regional formats.		No information available
Accessibility features Compliant with accessibility standards (e.g., WCAG).		No information available
Custom notifications Users can configure notification settings.		No information available
Keyboard and voice navigation Supports keyboard shortcuts and/or voice commands.		No information available
Average number of clicks to complete workflow Measures usability and process optimization.		No information available
Time to proficiency Average time required for new users to become proficient.		No information available

24/7 technical support Vendor offers around-the-clock support services.		No information available
Dedicated account manager Customers are assigned a specific contact from the vendor.		No information available
Proactive system monitoring Vendor monitors health and performance of client deployments.		No information available
Automatic software updates Platform receives regular, automatic patching and feature updates.		No information available
Comprehensive documentation Up-to-date guides for administration, user, and integration support.		No information available
User community and forums Access to community knowledge and peer support.		No information available
Onboarding/training services Vendor offers user onboarding and ongoing training options.		No information available
Service Level Agreement (SLA) metrics Key metrics defined in the support contract.		No information available
Average issue resolution time Mean time to resolve client-reported production issues.		No information available
Frequency of major platform updates How often major feature or version updates are released.		No information available

FactSet Portfolio & Risk Analytics from FactSet

Product analysis by function

Enterprise Risk Management Platforms for Risk & Compliance

Data Integration & Connectivity (0 Yes /0 Known /10 Possible features)

Risk Analytics & Modeling (0 Yes /0 Known /10 Possible features)

Regulatory Compliance Management (0 Yes /0 Known /10 Possible features)

Reporting & Visualization (0 Yes /0 Known /10 Possible features)

Security & Access Control (0 Yes /0 Known /10 Possible features)

Workflow & Task Automation (0 Yes /0 Known /10 Possible features)

Audit & Monitoring (0 Yes /0 Known /10 Possible features)

Performance & Scalability (0 Yes /0 Known /10 Possible features)

User Experience & Usability (0 Yes /0 Known /10 Possible features)

Vendor Support & Platform Maintenance (0 Yes /0 Known /10 Possible features)