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Investment Management

FactSet

Investment Data and Analytics Powering Informed Decisions.

"FactSet provides comprehensive financial data and sophisticated analytics tools for investment professionals. It empowers RIAs and other financial institutions to make informed investment decisions, monitor portfolio performance, and generate client reports. Firms leverage FactSet for its depth of data, analytical capabilities, and integration with other investment management systems."

Launch Product Page
Consensus Grade
B+
85/100 Confidence
Institutional Verified
Market Position
Ranked #326 in Investment Management
Validated Adoption
9 Firms Tracked
Coverage Status
enriched Documentation
Data Freshness
Updated Feb 2026

Strategic Capability Analysis

Global financial data coverage
Advanced analytics and modeling
Portfolio analysis and optimization
Real-time news and market monitoring
Proprietary research and insights

Primary Use Cases

Portfolio analysis
Investment screening
Market research

Agentic Intelligence Briefing

"FactSet delivers comprehensive financial data and analytics, enabling investment professionals to make informed decisions and optimize portfolio performance."

Real-time Forensic Synthesis

Competitive Strengths

Comprehensive data coverage
Advanced analytics capabilities
Integration with other platforms

Adoption Hazards

High cost can be prohibitive for smaller RIAs
Steep learning curve
Can be overkill for basic analysis

Stack Compatibility Profile

How FactSet integrates into institutional RIA stacks.

9 Firms Analyzed
Riskalyze Online
100%
Stack Correlation
Elements Financial Planning
100%
Stack Correlation
Morningstar Office
89%
Stack Correlation
Nitrogen Wealth
78%
Stack Correlation
MCO
67%
Stack Correlation
ROL
67%
Stack Correlation

Product Dossier

Target Market
RIA
Target Audience
RIAs, wealth managers, hedge funds, and investment banks
Firm Size Fit
1-PersonSmallMid-SizeEnterprise
Pricing Model
Enterprise Quote
Profile Completeness
100%

Consider Also

1Bloomberg
2Refinitiv Eikon

Value Proposition

"FactSet empowers RIAs with institutional-grade data and analytics to make more informed investment decisions and deliver superior client outcomes, justifying its higher cost through enhanced performance and sophisticated insights."

Audit Your RIA Stack

See how FactSet fits into your overall tech efficiency score.

Alternative Peer Landscapes

Adaptive

Investment Data & Analytics: Powering Smarter Decisions.

Deeper Intel

Amplify

Amplify: Powering Portfolio Management for RIAs.

Deeper Intel

Andes

Andes: Aligning investments with client risk profiles.

Deeper Intel

Apex

Apex: Streamlining Custodial Solutions for Investment Management.

Deeper Intel

Aroa

Investment data and analytics for smarter portfolio decisions.

Deeper Intel

AssetMark

AssetMark: Integrated platform for RIA growth and client success.

Deeper Intel
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