FactSet Workstation Features

Contains data visualization tools specifically tailored to handle financial information

Provides financial document search functionality to users

Analyzes financial statements from publicly traded companies

Contains customizable data charting tools

Carry out risk analysis for publicly traded companies

Provides document annotation and note taking capabilities.

Contains collaborative functionality that allows permissioned users to share documents and insights.

Allows users to create custom market intellignece dashboards

Allows users to build and export reports for market data

Allows users to inegrate dashboards with analytics platforms, CRMs and marketing automation software

Monitors real-time market data and send alerts based on user input

Provides access to up-to-date financial market information

Aggregates media and news from relevant companies

Creates customizable reports utilizing market performance data

Conducts detailed financial market performance analysis

Contains a client portal for clients to access their

Carries out investment accounting

Maintains a real time view of assets and positions

Contains a real time view of investment compliance operations

Creates customizable reports utilizing market performance data

Aggregates financial market data from third party sources or integrates with solutions that do

Integrates with accounting solutions

Provides real time risk management assessment tools

Has a centralized dashboard for users to interact with

Provides a cloud based version of the platform

Has a centralized dashboard for users to interact with

Provides multi-factor analysis on proposed routes

Provides a cloud based version of the platform

Automates some or all operation related tasks

Provides users with a pre-built library of useable content

Contains tools to visalize data sets or workflows

Contains tools to visalize data sets or workflows

Provides a robust external interface for integrating data, logic and workflows with other software applications.

Provides useful pre-defined data connections to important external systems and applications.

Provides pre-built or customizable performance reports

Provides analytics tools that reveal important business metrics and track progress.

Is accessible from a mobile device and by users on the go.

Connects to external systems and applications as needed to complete team workflows.

Provides NLP features for filtering data collection down to specific data points

Provides a wide selection of data sources for aggregated news and MARKET data

Allows users to make custom data collection queries

Provides features for users to verify, correct, and include additional information to a lead in order to enhance data accuracy

Provides advanced data points including but not limited to company size, org charts, technology installs, company funding history,

Provides features for tracking competitors websites including information such as pricing changes or new product features

Provides features for tracking competitor activity on social media

Allows users to benchmark their product against other competitors in order to understand competitive position in the market

Allows users to know how much financing has flowed to a particular industry with real deal activity visualizations

Provides users with search tools in order to find the data they need quickly

Allows users to grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Allows software to be easily used on multiple mobile devices, including phone and tablet devices

Provides features for email and messaging alerts surrounding contact and company updates

Allows multiple users to access and collaborate on the platform

Provides features for users to follow domestic and international privacy and data colelction compliance laws

Provide live market data on fixed income asset types.

Progammable alerts on market developments.

Offer a dashboard for a single pane view of available data.

Search and filter market data.

Manage fixed income asset portfolios.

Apply machine learning algorithms to structure market data.

Produce market data-driven reports.

Contain financial risk management capabilities.

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Anticipates needs and offers suggestions without prompting

Engages in human-like conversation for task delegation

Makes informed choices based on available data and objectives

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Anticipates needs and offers suggestions without prompting

Ability to break down and plan multi-step processes