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FactSet’s Channel Partner program exists to create and build deep relationships and connectivity with the products our clients use. By having deeper integration with these key partners, clients can get their own content into FactSet quicker and receive access to FactSet’s high quality market data in the other products they use. This allows a faster and easier way to experience the FactSet workstation and realize the benefits of adding FactSet market data to other products.
Encourage lead generation, improve your clients’ experience during the sales cycle, and increase retention with FactSet’s Channel Partner program. Integrate your content and technology with FactSet to enhance our mutual clients’ workflows and build a deep, mutually beneficial partnership with FactSet.
Service providers with whom FactSet shares a common client, as well as technical or content integration that enhances the workflow between our platforms, have the opportunity to become a FactSet Channel Partner. Channel Partners benefit from improved “stickiness” with clients, increased revenue and lead generation, and standardized workflows. Clients experience a simplified sales cycle, faster time to market, and cohesive support from both service providers.
To become a Channel Partner, contact [email protected].
The way in which we collaborate with a Channel Partner can vary. Depending on the relationship, we may:
Black Diamond: The Black Diamond wealth platform provides advisors with cloud-based portfolio management, reporting, and client communications tools, rebalancing backed by outsourced daily aggregation and reconciliation, and a high-touch service model. Seamless integration between Black Diamond and FactSet provides access to Black Diamond client data via the FactSet workstation.
Advent APX: Advent Portfolio Exchange (APX) is an end-to-end solution that integrates all phases of the investment management process within a single platform. Integration with FactSet provides mutual clients with the ability to analyze Advent APX data within the FactSet workstation via FactSet's extract utility. Advent Axys: Increase productivity, improve accuracy and get a clear picture of your portfolios and their performance with Advent Axys. Utilize FactSet's range of tools to analyze Advent Axys portfolios seamlessly within the FactSet workstation via FactSet's extract utility.
Advent Moxy: With tools for portfolio modeling, rebalancing and drift analysis that feed directly into trade creation, Advent Moxy streamlines trading workflow while providing control and visibility across the entire trading process. Harness the power of FactSet's data integration and management expertise for a turnkey solution that delivers critical real-time exchange data.
Archer® is a technology and services innovator for the investment management industry including institutional, private wealth, and retail managers. Archer provides a fully integrated and secure cloud-based platform that simplifies the investment management process across channels, allowing management firms to scale rapidly. Growth is supported with up-to-date and accessible technology – nothing to install, maintain, or slow down a manager’s core business. FactSet and Archer have developed a seamless integration which enables mutual clients to access account data from Archer within the FactSet workstation.
Athena Aura: Athena Aura provides a fully featured Portfolio Management and Trade/Order Management Systems designed specifically for Hedge Funds. Utilize FactSet’s suite of real-time and delayed pricing to power Aura’s powerful portfolio, performance and transaction views.
BISAM is a leading provider of sophisticated digital products, including multiple performance measurement solutions. Many of the world's largest asset managers use BISAM's platforms to evaluate and enhance their investment strategies and better service their clients, while maintaining high levels of security, transparency, process control and operational scale. FactSet’s integration with BISAM delivers index and constituent level benchmark data to provide our clients an enhanced experience.
Bloomberg PolarLake delivers production proven progressive data management solutions which achieve process improvement, operational control and business growth for our clients through the application of world class service. Streamlined access to FactSet’s content sets achieved through PolarLake’s enterprise data management solution.
Clearwater Analytics provides web-based investment accounting, portfolio reporting, and analytics for corporate treasuries, insurance companies, asset managers, and custody banks. Integration with FactSet provides our mutual clients the ability to view and analyze Clearwater's accounting data within the FactSet workstation. Launched in 2004, and with offices in Boise, Idaho and Edinburgh, UK, Clearwater Analytics reports on more than $1.5 trillion in assets for thousands of institutional clients worldwide.
FactSet and Clearwater have developed a seamless integration which allows mutual clients to see their Clearwater accounting data in the FactSet workstation.
Data3Sixty brings people and data together in a business-oriented, collaborative data governance platform. Our unique approach enables organizations to efficiently share knowledge, resolve ambiguity, and build trust around one of an organization’s most important assets: its data.
Data3Sixty’s cloud-based delivery model empowers your data governance team by providing the agility needed to navigate the most complex data challenges quickly and easily, while adding significant business value on Day One. Leveraging Data3Sixty as a partner yields even greater value for our clients as they become valuable members of a data-focused community that includes not only the Data3Sixty team but also the collective expertise of the industry which results in the achievement of truly governed data.
Eagle’s integrated data management, investment accounting and performance measurement solutions can be delivered as a comprehensive suite or as individually-deployed solutions. FactSet currently integrates index and constituent level benchmark data into the Eagle platform.
Provider of cloud-based solutions for hedge funds and institutional asset managers, Enfusion’s Integrata platform combines order management, portfolio management, risk management, and a fully-integrated general ledger, all within a single fully-hosted application. FactSet’s integration with Enfusion’s order management system provides a turnkey solution that delivers critical real-time exchange data, automated integration of your portfolio holdings, and powerful portfolio analytics.
Envestnet Tamarac enables investment advisors and wealth managers to run their businesses with greater efficiency, scale and profitability through their custodian agnostic technology platform and outsourced portfolio management services. The integration enables mutual advisor clients to directly access aggregated and reconciled account data from Tamarac within FactSet to generate advanced portfolio analytics within the FactSet workstation.
Eze OMS: Simplify your data integration efforts and leverage FactSet’s decades of management expertise to access entitled real-time global exchange, reference, and benchmark data integrated within Eze Order Management System. Within FactSet’s turnkey data integration with Eze OMS, build integrated, efficient workflows configured to your individual needs.
Tradar PMS: Eze Software’s multi-asset class portfolio management, accounting, and reporting solution, Tradar PMS, automates middle- and back-office workflows in an increasingly complex investment environment. Power your decision making process with the seamless integration of robust end-of-day pricing data and corporate actions information between FactSet and Eze Software’s Tradar.
FINCAD is the leading provider of sophisticated valuation and risk analytics for multi-asset derivative and fixed income portfolios. FINCAD helps over 1,000 global financial institutions enhance investment returns, manage risk, reduce costs, comply with regulations, and provide confidence to investors and shareholders. Clients include leading asset managers, hedge funds, insurance companies, pensions, banks, auditors and software vendors.
FactSet has partnered with FinFolio who provides investment management software to investment advisors and asset managers. Mutual clients of FactSet and FinFolio are now able to load their portfolio data from FinFolio which can now be made available via the FactSet workstation. Finfolio offers a fully integrated administrative app, a web app and a client portal. FinFolio’s platform encompasses all portfolio management functions that an RIA or asset management firm would require including configurable user views, data reconciliation tools, customizable reporting, billing, trading/rebalancing, FIX connectivity and is multi-currency enabled. Clients of FinFolio are also able to host or outsource the product.
FundsLibrary is a hub for the financial services industry, bringing in data from asset managers, validating it, and distributing it to a range of data consumers (including wrap platforms, IFAs, DFMs, and wealth managers). FactSet delivers entity, terms and conditions, and bond analytics data to enhance FundsLibrary’s Solvency II solution and provide a plug-and-play data solution for asset managers.
INDATA iPM: Intelligent Portfolio Management is a platform and set of technologies for buy-side firms that allow end users to collaborate in real-time across the enterprise. iPM is designed to increase end user productivity, enhance the investment process and offers real-time risk, compliance and performance monitoring as well as integrated tools for marketing. FactSet’s integration within iPM provides real time pricing in iPM and allows mutual clients with access to holdings and transactions via the FactSet workstation.
Interactive Brokers Group, Inc., together with its subsidiaries, is an automated global electronic broker that specializes in catering to financial professionals by offering state-of-the-art trading technology, superior execution capabilities, worldwide electronic access, and sophisticated risk management tools at exceptionally low costs.
Linedata Beauchamp: Whatever your investment style or strategy, Linedata Beauchamp delivers real-time portfolio management and reporting tools allowing hedge fund managers to manage positions and cash effectively. Integration with FactSet provides users of the Beauchamp portfolio management and reporting modules with analytics powered by FactSet’s end-of-day pricing and security/reference data.
LiquidityBook is a leading SaaS-based provider of buy- and sell-side trading solutions, including order management, portfolio management, trading, global FIX network connectivity, compliance, risk and pre- and post-trade processing. Founded in 2005, the LiquidityBook platform is trusted by many of the industry’s most sophisticated buy- and sell-side firms to power their trading workflows. LiquidityBook leverages FactSet's real-time exchange and security reference data to power its system and is integrated with FactSet’s portfolio upload.
MATLAB by MathWorks: MATLAB is a high-level technical computing language and interactive environment for algorithm development, data visualization, data analysis, and numeric computation. Together, FactSet and MATLAB allow you to develop and implement complex financial models, analyze substantial volumes of data, and share strategies for risk, trading, economics, and portfolio analysis.
Narrative Science is the leader in advanced natural language generation for the enterprise. Its Quill™ platform, an intelligent system, analyzes data from disparate sources, understands what is interesting and important to the end user and then automatically generates perfectly written narratives for any intended audience, at unlimited scale. Specific to financial services, Quill automates the writing of client reporting, operational reporting, client-facing communications, and regulatory reporting.
FactSet has partnered with Albourne and the Open Protocol working group to provide a standardized Open Protocol Enabling Risk Aggregation solution. The Open Protocol comprises a template and manual which enable managers to report their risk and exposure information in a consistent format. Leveraging FactSet’s Multi-Asset Class (MAC) risk model, the solution is designed to promote transparency and consistency within hedge fund risk reporting. Open Protocol Enabling Risk Aggregation will help investors aggregate and integrate all of their investment exposures, and proactively manage their risks; hedge fund managers reduce the proliferation of investor-specific risk reports requested of funds over time, and attract more stable institutional investors; and regulators measure and monitor systematic risks arising from the hedge fund industry.
Orion Advisor Services, LLC (“Orion”) is the premier portfolio accounting platform for advisors. Founded for investment advisors by an investment advisor in 1999, Orion frees advisors from back-office tedium so they can enjoy their business again by devoting their time and energy to better serving clients. Orion provides the integrated and fully customizable technology solutions that advisors need to help grow their businesses over the long term. We empower more than 700 advisory firms with total AUA in excess of $225 billion, from more than 1 million individual accounts.
R is an integrated suite of software facilities for data manipulation, calculation and graphical display. This statistical package provides a simple and effective programming language which includes conditionals, loops, user-defined recursive functions and input and output facilities; a suite of tools for data analysis and calculations of arrays, in particular matrices; and graphical facilities for data analysis and display either on-screen or on hard copy.
Silverline is a Salesforce Platinum Cloud Alliance Partner headquartered in New York City with consultants throughout North America. Focusing exclusively on end-to-end implementation of Salesforce.com products and powerful third party applications, our results-driven methodology leverages the best practices that we have developed over 800+ deployments within Financial Services and Healthcare industries, as well as Platform development. Our vertical solutions are pre-built customizations developed on the Salesforce Platform allowing for fast implementation and seamless integration. Silverline also offers a suite of popular AppExchange applications, including the best-selling CalendarAnything and the newest product, The WaterCooler, an Intranet Platform. Silverline is able to integrate any of FactSet’s extensive content into Salesforce.
Ullink is a global provider of market leading multi-asset trading technology and infrastructure for buy-side and sell-side market participants, including NYFIX, one of the industry’s largest FIX based trading communities. Trusted by over 150 of the world’s top-tier banks and brokers, the company provides consistent, reliable access to the most current and innovative trading solutions available. Our multi-asset solutions allow you to connect to your desired markets, trade when and where you want, while being able to comply with global regulation. From our 10 offices covering all the major global financial centers, our team will advise on the best approach to address your challenges and deploy our technology.
Are you already an NYFIX user? If so, let your FactSet representative know today, as you will earn credits towards your FactSet solution.
FactSet delivers the world’s best insight and information to investment professionals through superior analytics, service, content, and technology. More than 65,000 users make smarter investment decisions with FactSet’s desktop analytics, mobile applications, and comprehensive data feeds. FactSet is also an honoree of Fortune’s 100 Best Companies to Work For in the US and a Best Workplace Award recipient in the United Kingdom and France. FactSet is listed on the New York Stock Exchange and NASDAQ (NYSE:FDS | NASDAQ:FDS).
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