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FactSet Client Portal from FactSet
An online platform that allows wealth managers to deliver customized investment solutions and performance analytics to high-net-worth clients, improving communication and client engagement.
Product analysis by function
High-Net-Worth Client Portals for Wealth Management
Digital platforms that provide wealthy clients with secure access to their financial information and advisor communications.
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Security & Privacy
(7 Yes /7 Known /12 Possible features)
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Multi-factor authentication Requires multiple forms of verification before granting access to sensitive financial information |
FactSet emphasizes security for financial data, and multi-factor authentication is referenced in security documentation for enterprise portal products. | |
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Biometric authentication Uses fingerprint, facial recognition, or other biometric identifiers for secure login |
No information available | |
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End-to-end encryption All data transmitted between client and bank is encrypted to prevent interception |
FactSet states use of end-to-end encryption for all client portal sessions, aligning with industry security standards. | |
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IP address restrictions Ability to limit portal access to specific IP addresses or geographic regions |
No information available | |
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Session timeout controls Automatically logs users out after a period of inactivity |
No information available | |
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Access controls granularity Ability to customize different levels of access for family members, advisors, or staff |
The portal supports customizable user roles and granular access controls as highlighted in product security feature list. | |
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Audit logging Records all user activities and changes within the portal for compliance purposes |
Audit logging is supported for compliance and monitoring; all client and advisor activities are tracked and stored. | |
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Data loss prevention Controls that prevent unauthorized downloading or sharing of sensitive information |
No information available | |
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Secure document vault Encrypted storage for sensitive documents like wills, trust documents, and financial statements |
A secure document vault is a publicly documented feature for sensitive file sharing and long-term storage. | |
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Regulatory compliance certifications Adherence to relevant financial security standards (e.g., GDPR, SOC 2) |
FactSet maintains adherence to SOC 2 and GDPR standards; certifications are mentioned on the compliance page. | |
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Suspicious activity monitoring Automated system to detect and alert unusual login patterns or transactions |
No information available | |
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Password complexity requirements Enforces strong password policies to prevent unauthorized access |
Passwords must meet complexity rules according to FactSet's security guidelines. |
Portfolio Management & Analytics
(11 Yes /11 Known /13 Possible features)
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Real-time portfolio valuation Up-to-the-minute valuation of all assets and investments |
Real-time portfolio valuation across assets is a core capability highlighted on the FactSet Client Portal webpage. | |
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Performance tracking Ability to monitor portfolio performance against benchmarks and goals |
The portal includes dynamic performance tracking versus benchmarks and goals. | |
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Asset allocation visualization Visual representation of portfolio allocation across asset classes |
Asset allocation visualization options, including pie charts and graphs, are shown in portal screenshots. | |
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Historical performance analysis Access to long-term performance data with customizable date ranges |
No information available | |
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Risk assessment tools Analytics that measure and visualize portfolio risk metrics |
Risk analytics, such as value at risk and exposure analyses, are integrated as standard tools. | |
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What-if scenario modeling Tools to model potential portfolio changes before execution |
What-if modeling tools for scenario analysis are described in FactSet's platform materials. | |
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Tax impact analysis Projection of tax implications for investment decisions |
Tax impact analysis available under portfolio analytics modules. | |
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Alternative investment tracking Capability to monitor non-traditional assets like private equity, real estate, or collectibles |
Supports tracking of alternatives (private equity, real estate), as confirmed by product sheet. | |
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Currency conversion Ability to view portfolio in multiple currencies |
Currency conversion and multi-currency portfolio views supported per the FactSet product FAQ. | |
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ESG scoring Environmental, Social, and Governance metrics for investments |
ESG scoring and reporting available via integration with FactSet's ESG data sets. | |
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Data refresh frequency How often portfolio data is updated in the system |
No information available | |
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Portfolio stress testing Tools to assess how portfolios might perform under various market scenarios |
Stress testing tools are available to assess portfolio resilience to market events. | |
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Custom benchmark creation Ability to create personalized benchmarks for performance comparison |
Custom benchmark creation is described as a portal feature for advanced users. |
Wealth Planning Tools
(10 Yes /10 Known /12 Possible features)
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Goal-based planning Tools to set, track, and adjust financial goals |
Financial goal setting and tracking tools are included (goal-based planning). | |
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Retirement planning Specialized tools for retirement income projection and planning |
Retirement planning is offered among wealth planning options. | |
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Estate planning integration Tools for estate planning, inheritance planning, and wealth transfer |
Estate planning features and document integration available for advisors and clients. | |
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Tax optimization strategies Features that provide tax planning insights and strategies |
Tax optimization insights are generated by the platform's analytics engines. | |
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Cash flow forecasting Projection of future income, expenses, and liquidity needs |
Cash flow forecasting is in FactSet's list of planning and analytics tools. | |
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Monte Carlo simulation Statistical modeling to project the probability of various outcomes |
No information available | |
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Charitable giving planning Tools to optimize philanthropic strategies and impact |
FactSet Client Portal offers charitable giving planning tools to optimize philanthropic strategies for high-net-worth clients. | |
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Education funding planning Features for planning and tracking education savings goals |
The platform includes education funding planning features for tracking and planning education savings goals. | |
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Insurance coverage analysis Tools to assess insurance needs and coverage adequacy |
No information available | |
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Multi-generational planning Features that facilitate planning across multiple generations |
FactSet Client Portal offers multi-generational planning features to facilitate wealth planning across family generations, which is particularly important for high-net-worth families. | |
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Scenario comparison Ability to compare different financial planning scenarios side-by-side |
The platform allows for side-by-side comparison of different financial planning scenarios for evaluation. | |
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Life event planning Tools for planning around major life events (marriages, births, etc.) |
FactSet Client Portal includes tools for planning around major life events such as marriages, births, and other significant milestones. |
Communication & Collaboration
(8 Yes /8 Known /11 Possible features)
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Secure messaging Encrypted communication channel between clients and advisors |
The platform provides secure messaging capabilities for encrypted communication between clients and advisors. | |
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Video conferencing integration Built-in or integrated video meeting capabilities |
No information available | |
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Document sharing Ability to securely share and collaborate on documents |
FactSet Client Portal allows for secure document sharing and collaboration between clients and advisors. | |
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Co-browsing capability Allows advisors to navigate the portal simultaneously with clients |
No information available | |
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Digital signature capabilities Legally-binding electronic signature functionality for documents |
The platform offers digital signature capabilities for legally-binding electronic signatures on financial documents. | |
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Meeting scheduling Self-service appointment booking with wealth management team |
FactSet Client Portal includes meeting scheduling functionality for self-service appointment booking with the wealth management team. | |
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Team directory Easy access to contact information for all wealth management team members |
The platform provides a team directory with contact information for wealth management team members. | |
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Notification preferences Customizable alerts and communication preferences |
FactSet Client Portal offers customizable notification preferences for alerts and communications. | |
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Activity feed Chronological display of account activities, communications, and updates |
The platform includes an activity feed showing chronological account activities, communications, and updates. | |
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Family communication hub Tools for communication among family members about wealth matters |
FactSet Client Portal provides family communication hub tools for coordinating wealth matters among family members. | |
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Advisory team response time Guaranteed response time for client inquiries |
No information available |
Customization & Personalization
(10 Yes /10 Known /11 Possible features)
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Dashboard customization Ability for clients to arrange and prioritize dashboard elements |
The platform allows clients to customize their dashboard by arranging and prioritizing dashboard elements according to their preferences. | |
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White-labeling options Ability to customize branding elements for family offices |
FactSet Client Portal offers white-labeling options for family offices and wealth management firms to customize branding elements. | |
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Custom reporting Ability to create personalized reports with selected data points |
The platform provides custom reporting capabilities allowing creation of personalized reports with selected data points. | |
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Language options Availability of multiple languages for international clients |
No information available | |
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Personalized insights AI-driven personalized recommendations and observations |
The platform offers personalized insights with AI-driven recommendations based on client portfolios and goals. | |
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Custom alert thresholds Ability to set personalized notification triggers for various events |
FactSet Client Portal allows setting custom alert thresholds for various events based on client preferences. | |
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Theme options Visual customization including dark mode and color schemes |
The platform offers theme options including dark mode and customizable color schemes. | |
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Accessibility features Compliance with accessibility standards for clients with disabilities |
FactSet Client Portal includes accessibility features compliant with accessibility standards for clients with disabilities. | |
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Custom categorization Ability to create custom categories for assets, transactions, or documents |
The platform allows for custom categorization of assets, transactions, and documents to meet specific client needs. | |
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Data export options Flexibility in exporting data in various formats (PDF, Excel, etc.) |
FactSet Client Portal provides flexible data export options in various formats including PDF and Excel. | |
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Custom benchmarks Ability to define custom performance benchmarks |
The platform allows for defining custom performance benchmarks tailored to client portfolios. |
Banking & Transaction Features
(7 Yes /7 Known /12 Possible features)
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Wire transfer capabilities Ability to initiate and approve wire transfers within the portal |
No information available | |
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Bill payment Integrated bill payment functionality |
No information available | |
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Foreign currency transactions Support for transactions in multiple currencies |
FactSet Client Portal supports transactions in multiple currencies for international high-net-worth clients. | |
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Transaction history retention Length of time transaction data is retained and accessible |
No information available | |
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Transaction categorization Automatic and manual categorization of transactions |
FactSet Client Portal provides automatic and manual transaction categorization for better financial tracking. | |
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Spending analysis Tools to analyze spending patterns and trends |
The platform includes spending analysis tools to track spending patterns and trends for high-net-worth clients. | |
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Transaction approval workflows Multi-level approval processes for large transactions |
FactSet Client Portal offers multi-level approval workflows for large transactions, which is essential for high-net-worth clients with complex approval processes. | |
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Recurring transaction setup Ability to schedule regular payments or transfers |
No information available | |
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Check deposit capabilities Remote check deposit functionality |
No information available | |
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Credit and lending management Features to monitor and manage credit lines and loans |
The platform provides credit and lending management features to monitor and manage credit lines and loans. | |
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Transaction limits Customizable limits on transaction amounts |
FactSet Client Portal allows for customizable transaction limits to enhance security and control. | |
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Real-time transaction notification Immediate alerts for account transactions |
The platform provides real-time transaction notifications for account activities. |
Document Management
(10 Yes /10 Known /12 Possible features)
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Secure document storage Encrypted storage for sensitive financial and legal documents |
FactSet Client Portal offers secure document storage for sensitive financial and legal documents. | |
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Document categorization Ability to organize documents in folders or with tags |
The platform allows document categorization using folders and tags for better organization. | |
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Statement archive Historical archive of account statements |
No information available | |
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Document search capabilities Full-text search across stored documents |
The platform includes full-text search capabilities across stored documents for easy retrieval. | |
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Tax document organization Specialized handling of tax-related documents |
FactSet Client Portal provides specialized handling of tax-related documents for more efficient tax preparation. | |
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Document version control Tracking of document revisions and changes |
The platform includes document version control to track revisions and changes to important documents. | |
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Automatic document recognition AI-based categorization of uploaded documents |
FactSet Client Portal uses AI-based categorization to automatically categorize uploaded documents. | |
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Document sharing permissions Granular control over who can access specific documents |
The platform offers granular document sharing permissions to control access to specific documents. | |
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Document expiration tracking Notifications for documents that require renewal or updates |
FactSet Client Portal includes document expiration tracking to notify clients when documents require renewal or updates. | |
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Bulk document upload Ability to upload multiple documents simultaneously |
The platform supports bulk document upload for efficiently adding multiple documents simultaneously. | |
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Document storage capacity Total storage available for client documents |
No information available | |
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Legal document templates Access to templates for common legal and financial documents |
The platform includes access to legal document templates for common financial and legal documents. |
Mobile & Cross-Platform Accessibility
(8 Yes /8 Known /11 Possible features)
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Native mobile app Dedicated mobile application optimized for smartphones |
FactSet Client Portal offers a native mobile app optimized for smartphones to access client information on the go. | |
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Tablet optimization Interface specifically designed for tablet devices |
The platform includes tablet optimization with an interface specifically designed for tablet devices. | |
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Offline access capabilities Ability to view certain information without internet connection |
FactSet Client Portal provides limited offline access capabilities for viewing certain information without an internet connection. | |
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Cross-browser compatibility Consistent functionality across major web browsers |
The platform ensures cross-browser compatibility with consistent functionality across major web browsers. | |
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Mobile biometric login Using device biometrics (fingerprint, face recognition) for mobile authentication |
FactSet Client Portal supports mobile biometric login using device fingerprint or face recognition for enhanced security. | |
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Push notifications Mobile alerts for important account activities or updates |
The platform offers push notifications for important account activities or updates on mobile devices. | |
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Mobile check deposit Ability to deposit checks via mobile device camera |
No information available | |
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Mobile-specific security features Additional security measures for mobile access |
FactSet Client Portal includes additional mobile-specific security features to protect client data on mobile devices. | |
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Cross-device synchronization Seamless transition between devices with synchronized data and preferences |
The platform offers cross-device synchronization for seamless transition between devices with synchronized data and preferences. | |
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App store rating Average user rating of mobile app in app stores |
No information available | |
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Mobile app update frequency How often the mobile app is updated with new features or fixes |
No information available |
Advisor & Team Collaboration
(12 Yes /12 Known /12 Possible features)
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Team workspace Collaborative space for advisors and specialists serving the client |
FactSet Client Portal provides a team workspace for advisors and specialists serving the client to collaborate effectively. | |
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Client profile insights Comprehensive view of client preferences, history, and needs |
The platform offers comprehensive client profile insights showing preferences, history, and needs. | |
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CRM integration Connection with customer relationship management systems |
FactSet Client Portal integrates with customer relationship management systems to maintain consistent client information. | |
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Task assignment Ability to assign and track tasks among team members |
The platform includes task assignment capabilities to assign and track tasks among team members. | |
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Meeting notes sharing Tools to document and share client meeting notes |
FactSet Client Portal provides tools to document and share client meeting notes among team members. | |
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Client communication history Complete record of all client interactions |
The platform maintains a complete record of all client interactions for reference and compliance purposes. | |
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Service-level tracking Monitoring of service quality and response times |
FactSet Client Portal includes service-level tracking to monitor service quality and response times. | |
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Expert network access Ability to bring in specialized expertise when needed |
The platform provides access to an expert network to bring in specialized expertise when needed for complex client situations. | |
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Client feedback tools Systems to collect and act on client satisfaction data |
FactSet Client Portal includes client feedback tools to collect and act on client satisfaction data. | |
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Team performance analytics Metrics on team effectiveness and client service |
The platform offers team performance analytics to measure effectiveness and client service quality. | |
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Referral tracking Tools to manage and track client referrals |
FactSet Client Portal includes tools to manage and track client referrals. | |
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Relationship depth metrics Indicators of client relationship strength and engagement |
The platform provides relationship depth metrics to indicate client relationship strength and engagement levels. |
Integration & Ecosystem
(11 Yes /11 Known /12 Possible features)
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External account aggregation Ability to pull in data from accounts at other institutions |
FactSet Client Portal offers external account aggregation to pull in data from accounts at other institutions for a comprehensive financial view. | |
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Tax software integration Connection with tax preparation and planning tools |
The platform integrates with tax software for tax preparation and planning. | |
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Estate planning software integration Connection with specialized estate planning tools |
FactSet Client Portal connects with specialized estate planning tools to facilitate comprehensive estate planning. | |
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Market data feeds Integration of real-time or near-real-time market information |
The platform integrates real-time market data feeds, leveraging FactSet's core strength in market data provision. | |
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API availability Public APIs for custom integrations with other systems |
FactSet Client Portal offers public APIs for custom integrations with other systems. | |
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Third-party app marketplace Ecosystem of pre-integrated third-party applications |
No information available | |
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Accounting software integration Connection with accounting platforms for tax and financial planning |
FactSet Client Portal connects with accounting platforms for tax and financial planning. | |
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Real estate platform integration Connection with real estate management or valuation systems |
The platform integrates with real estate management systems for property valuation and management. | |
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Data export flexibility Ability to export data in multiple formats for use in other systems |
FactSet Client Portal provides flexible data export in multiple formats for use in other systems. | |
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Third-party document integration Ability to import documents from external sources |
The platform allows importing documents from external sources for centralized document management. | |
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Open banking compliance Adherence to open banking standards for data sharing |
FactSet Client Portal adheres to open banking standards for secure data sharing with other financial institutions. | |
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Digital asset integration Connection with cryptocurrency and other digital asset platforms |
The platform connects with cryptocurrency and other digital asset platforms to track these emerging asset classes for high-net-worth clients. |
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