FactSet

Investment teams that rely on a single workstation for research, portfolio analytics, and client reporting face a recurring problem: data from different sources rarely speaks the same language. FactSet, a publicly traded financial data and analytics firm with 47 years of operating history and over 9,000 institutional clients globally, addresses this by providing an integrated platform where market data, private company intelligence, risk analytics, and AI-assisted workflows coexist in one environment. For wealth management firms and family offices, the relevant offering centers on the Wealth Advisor Dashboard, Whole Portfolio Analysis, and the broader suite of analytics tools that span public and private assets.

The wealth-oriented capabilities within FactSet are built around a few specific problems that investment teams at family offices encounter regularly:

• Whole Portfolio Analysis delivers a single consolidated view across public and private assets, allowing investment teams to evaluate exposure and performance without manual aggregation
• The Advisor Dashboard provides a customizable client-facing portal for managing and presenting portfolio information
• Portfolio analytics tools support performance attribution, risk analysis, and security-level research across asset classes
• Over 300 data feeds, APIs, and third-party datasets are accessible through the FactSet Marketplace, including aftermarket research from 1,800-plus firms across 100 countries
• AI-assisted tools including agentic workflows, document ingestion, and portfolio commentary generation are available and being actively deployed across the user base

FactSet operates as a broad institutional platform, not a purpose-built family office system. Teams that need specialized multi-entity accounting, trust structures, or family governance tools will need to supplement it with other software. Pricing is not disclosed publicly and is negotiated per firm. For investment teams at larger family offices that need institutional-grade research, data depth, and analytics in one environment, FactSet is a credible anchor platform, though smaller operations may find the scope and likely cost exceed their requirements.

• Investment research across public and private markets
• Portfolio analytics, performance attribution, and risk analysis
• Whole portfolio aggregation across public and private assets
• Client-facing reporting and advisor dashboard management
• Market data and financial data access via workstation, API, or data feed
• AI-assisted document analysis and portfolio commentary generation

• Whole Portfolio Analysis for combined public and private asset view
• Wealth Advisor Dashboard with customizable client portal
• FactSet Workstation with integrated research and analytics
• AI-powered portfolio commentary generation
• Aftermarket research from 1,800-plus broker firms
• FactSet Marketplace with 300-plus data feeds and APIs
• Signals intelligent notifications including S&P 500 constituent change predictions
• Microsoft Office integration for Excel, Word, and PowerPoint
• Model Context Protocol (MCP) for integration with LLMs including Claude, ChatGPT, and Microsoft Copilot
• CRM integration for real-time news alerts and company data

Built for Investment Teams, Advisors / Wealth Advisors (RIA), Single Family Office (SFO), Multi Family Office (MFO).

Dedicated specialists mentioned; chat support available via FactSet Assistant on website; implementation and training support referenced by clients