LEVERAGE A CONSOLIDATED WORKSTATION Increase productivity and lower your total cost of ownership by replacing disparate platforms with FactSet. FactSet emphasizes analytical strength and a consolidated platform by combining your portfolio holdings and analyst research with high-quality content, robust analytics, and dynamic reporting tools.

MONITOR AND MANAGE YOUR CLIENTS’ PORTFOLIOS Respond to clients with confidence by leveraging FactSet’s seamless and secure portfolio holdings import from your custodian, accounting system, or order management system. View your clients’ daily portfolio holdings alongside model portfolios and benchmarks to measure portfolio composition, performance, exposures, and characteristics. Easily create dashboard views to monitor and report on your key client relationships.

SOLUTIONS FOR WEALTH MANAGERSDemonstrate your value to clients and prospects while protecting and growing their assets with a single solution that combines institutional-grade content and analytics with digital technology.

ACCESS COMPLETE MULTI-ASSET CLASS CONTENT Analyze companies, fixed income instruments, fund analytics, economic content, news, and more. Screen across multiple security types, and leverage multi-factor rankings and graphing to prioritize investment opportunities. Review financial statements, broker estimates, geographic revenue exposure, and supply chain details. Access contributed pricing, terms and conditions data, and derived analytics for fixed income securities. View ETF profiles along with in-depth analytics of their holdings. Gain instant access to crucial, real-time news and intelligence for the companies and markets your clients care about with FactSet StreetAccount.

BUILD A TAILORED DIGITAL SOLUTION Deliver the transparent, personalized experience your clients demand. Leverage FactSet’s powerful digital solutions to provide clients with tailored, proactive advice via a secure portal, satisfying the wealth management community’s growing desire for timely insights and more active participation. Maintain engagement with your entire book and grow your pipeline with reduced effort using tools built to support the advisor workflow.

About FactSet: FactSet is a leading provider of financial information and analytic applications to investment professionals around the globe. To learn more about FactSet’s Solutions for Wealth Managers, contact sales@factset.com or visit www.factset.com. Copyright © 2018 FactSet Research Systems Inc. All rights reserved. #ID351/0718/FSM081

IMPROVE ACCESS TO INTERNAL RESEARCHBoost collaboration with your internal research team with FactSet’s centralized research repository. Easily view internal price targets and recommendations alongside real-time market data for client holdings. Enhance portfolio construction with the ability to monitor performance and view the composition of internal buy lists and model portfolios.

ENHANCE REPORTING AND STREAMLINE CLIENT COMMUNICATIONIncrease engagement with current clients and market your services to prospects with robust and insightful portfolio analytics and reporting solutions. Prepare client-friendly reports to show performance, characteristics, and composition of individual accounts as well as overall client relationships. Uncover sector and asset class exposures by expanding your clients’ mutual fund and ETF holdings into their respective underlying constituents. Leverage FactSet’s asset allocation tool to build optimal portfolios based on flexible capital market assumptions, and simulate performance of various asset allocation strategies with FactSet’s Monte Carlo model.

STAY PRODUCTIVE WHETHER YOU’RE AT YOUR DESK OR ON THE ROADGain uninterrupted access to your internal research notes, client portfolios, and FactSet’s content on your mobile device. Benefit from FactSet’s dynamic integration with Microsoft Office. Export charts directly to PowerPoint and refresh them with the latest data. Track profitability margins and valuation multiples alongside streaming market data within your Excel models. Export refreshable charts directly to PowerPoint, and streamline your models and company write-ups with dynamic data fetches in Excel and Word.