FactSet Workstation Features

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

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

Automates some or all operation related tasks

Provides users with a pre-built library of useable content

Manage fixed income asset portfolios.

Apply machine learning algorithms to structure market data.

Produce market data-driven reports.

Contain financial risk management capabilities.

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

Form predictions based on past and present data/trends

Set up connections to third-party platforms to improve business processes

Organize and group data or items based on various criteria

Create budgets based on historical data and future projections

Makes informed choices based on available data and objectives

Contains data visualization tools specifically tailored to handle financial information

Provides financial document search functionality to users

Works across multiple software systems or databases

Anticipates needs and offers suggestions without prompting

Engages in human-like conversation for task delegation

Has a centralized dashboard for users to interact with

Provides a cloud based version of the platform

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Provides multi-factor analysis on proposed routes

Provides a cloud based version of the platform

Analyze potential risks across the organization

Measure and assess the performance of investments

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

Any online gateway where investors can log in to view investments

Information, data and reports that are being tracked over time

Compile and report on all investor activities

Interact with data visualization elements, such as charts and graphs, to drill down into data

Track tax-related transactions, tax remittance and tax reporting for various groups of employees and contractors

Visualize and measure the performance of portfolios

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

Initiate collection and analysis of known risks

Automatically place and execute trades without the need for manual input.

Observe and track the demand, usage, progress or quality of a system, product, or user

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Monitor and track cryptocurrencies.

Use AI to generate content in the form of text, images, videos, etc.

A type of financial statement used to record and report an organization's revenues, costs, and expenses over a specific amount of time

Analyze potential risks across the organization

Centralized accounting record which tracks all financial transactions

Alter the layout and content of reports

Communicate with investors with integrated communication tools.

Monitor and analyze the performance and status of a server or system/application

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Measure and assess the performance of investments

Track and document all activities across devices, networks, and other systems

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Designed for Hedge Funds

A record of all activities within the system, including user access, changes made, etc.

Import and export data to and from software applications

Provides a channel for team members to share media files, communicate, and work together

Access software remotely via mobile devices

Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making

Track and report regulatory data to either internal management or external stakeholders

Used by financial advisors and money managers

Reallocation of assets to reflect changing investment goals or market conditions

Studying and analyzing the performance of financial assets like stocks, mutual funds & bonds to create a list of well-performing assets

Track and trade contracts to transact in tangible goods at a certain price in the future

Application programming interface that allows for integration with other systems/databases

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Compare key metrics for the business against prominent players in the industry

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Monitor capital allocation and asset prices over time

Purchase and track both bonds and stocks in the portfolio

Used by retail investors and active traders/day traders

Manage and handle various international currencies

Monitor and track stocks across portfolios and watch lists,

View and track activity related to an individual, transaction, etc.

Provides varying estimates based on different scenarios

Establish measurable goals and objectives and track their progress over a specific period of time

Detect potential wash sale violations.

Compare two documents or content pieces side by side

Establish requirements for testing to reduce risks

A statement detailing the financial position of a business including assets, liabilities, and equity at a certain point in time

Initiate collection and analysis of known risks

Manage budgeting and financial planning operations to control and eliminate debt

Assess and control risks associated with the credit process of each loan portfolio/account

Define and maintain business rules that determine workflow capabilities and criteria

Develop potential scenarios to identify risks and opportunities

Use AI to generate content in the form of text, images, videos, etc.

Designed for Hedge Funds

Accept electronic bank-to-bank transfers using a network called the Automated Clearing House (ACH)

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Track and manage adherence to policies for any service, product, process, or supplier

View and track pertinent metrics to find patterns and gain insights from data

Manage risk that occurs from systems failure or inadequate processes

Ability to handle large datasets

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Application programming interface that allows for integration with other systems/databases

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Identify and prevent suspicious activity

A record of all activities within the system, including user access, changes made, etc.

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Ability to track and store all vendor-related information, such as contacts, services offered, terms, etc.

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

Tracking and logging the performance, risks, gains and losses of investments

Manage, organize, and store contact information

Create, design and manage workflows for repetitive tasks

Automated payments and reporting for investors

Manage and track all trade operations.

Manage and handle financial assets as well as other investments.

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Store, manage, and track all electronic documents in a centralized location

Track and manage adherence to policies for any service, product, process, or supplier

Manage and track customer orders for goods, investments, or any other purchases

Manage allocation and performance of financial assets

Implementation of various strategies to manage tax obligations via planning and maintaining compliance

Process of managing an organization's cash resources, including cash on hand, investments, and bank account balances

Manage contact details and communication with clients

Track collected or paid charges for services performed or access granted

Plan, manage, and track the financial activities of an individual or organization

Manage the buying, selling, and holding of stocks

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 analytics tools that reveal important business metrics and track progress.

Qualitative or quantitative risk methodology to evaluate the risk for an individual account or portfolio, and identify problems

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

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

Contains tools to visalize data sets or workflows

Contains tools to visalize data sets or 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,

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

Ability to break down and plan multi-step processes

Anticipates needs and offers suggestions without prompting

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.

Provides pre-built or customizable performance reports