

Built to optimize data management, analysis, and collaboration, our workstation provides customizable solutions to adapt to your unique needs. Whether you're driving ideas in investment and quantitative research, refining strategies in portfolio management and trading, navigating complexities in risk and performance analysis, or streamlining operations in banking and wealth management, our platform can work for you. From managed services and investor relations to private capital and industry research and analysis, you'll find the tools you need to boost your workflow.

Company Data: FactSet offers expansive company data to help you make smarter investment decisions. Whether you want to gain a complete understanding of a company's credit strength and overall debt profile, or individual equity components, we can help you understand a company's true investment potential.

Access best-in-class analytics for multi-asset class performance, attribution, and risk.

Combine award-winning technology and investment-grade data in a custom digital experience for your clients and advisors. For wealth managers, success means differentiating yourself from competitors by delivering insightful advice to your valued clients as you manage and grow their assets, not only in conversation but online through custom portals. FactSet's market-leading digital solutions deliver your value around-the-clock by combining client information with market data and analytics for a completely custom digital portal.

Make informed decisions faster, trade more efficiently, and manage compliance so you can increase performance and reduce operating margin to compete with passive investment products.

The Security Explanation API is a robust tool designed to help users quickly comprehend the factors influencing a security's performance over a specified period. By aggregating and synthesizing information from trusted sources such as news articles and transcripts, this user-friendly API delivers transparent, institutional-quality summaries. This enables users to make informed, data-driven decisions efficiently. Key Features and Functionality: - Time Efficiency: Reduces the time spent on manual news aggregation by providing swift, synthesized summaries that combine qualitative insights with quantitative data. - Trustworthy Reporting: Each summary statement includes a hyperlink to its source, ensuring transparency and reliability. - In-Depth Analysis: Offers insights into security movements through various perspectives, including idiosyncratic factors, peer influences, and broader macroeconomic trends. Primary Value and Problem Solved: The Security Explanation API addresses the challenge of efficiently understanding the drivers behind a security's performance. By automating the aggregation and synthesis of relevant information, it eliminates the need for extensive manual research. This allows users to gain timely, transparent, and comprehensive insights, facilitating more informed investment decisions.
FactSet (NYSE:FDS | NASDAQ:FDS) supercharges financial intelligence, offering enterprise data and information solutions that power our clients to maximize their potential. Our cutting-edge digital platform seamlessly integrates proprietary financial data, client datasets, third-party sources, and flexible technology to deliver tailored solutions across the buy-side, sell-side, wealth management, private equity, and corporate sectors. With over 47 years of expertise, a presence in 20 countries, and extensive multi-asset class coverage, we leverage advanced data connectivity alongside AI and next-generation tools to streamline workflows, drive productivity, and enable smarter, faster decision-making. Serving more than 8,600 global clients and nearly 220,000 individual users, FactSet is a trusted member of the S&P 500 dedicated to innovation and long-term client success.