FactSet’s Client Reporting Solutions help you automate your reporting process by combining key portfolio analytics with your proprietary content in client-facing documents. Whether you want to create your own reports or have FactSet do it for you, you will gain access to a scalable, flexible solution, tailored to your firm’s preferred reporting method.

FactSet-Managed Reporting Service

FactSet combines data from FactSet’s portfolio applications with your proprietary content in a presentation-ready document or data file that can easily feed into your internal publishing system. 

• FactSet manages data uploads, calculations, creation of the documents, and maintenance
• Hands-off reporting services free up your valuable time
• Reports are driven by data you already store and use on FactSet
• Output reports as PDF and PPT
• Cloud-based system with data backups

Self-Managed Reporting Software

FactSet's award-winning Vermilion reporting suite lets you produce fact sheets, pitch books, investment reviews, and other client-ready reports with full control from creation to data validation to sign off. 

• Manage your entire client reporting process from data updates, data and commentary sign-off, document generation, and distribution
• Data-agnostic, cloud-based, or hosted solution accessible without a FactSet workstation
• Drag-and-drop elements to dynamically create reports and components
• Integrates data from multiple sources in reports
• Automate distribution via multiple channels
• Output reports as PDF, Word, PPT, Excel, HTML, CSV, PostScript, XML, and enhanced XML