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Description
The Open:FactSet Marketplace serves as a comprehensive hub for data spanning from ESG to Satellite and beyond, providing you with a competitive advantage. Our collaboration with various data providers involves thorough review and integration of their datasets before offering them for your use, allowing for effortless connection of our data streams to your models, systems, and proprietary datasets, thus empowering your team to innovate. You can explore pre-integrated, harmonized third-party data sourced from the most significant providers, along with FactSet’s top-tier data feeds. With immediate access to innovative tools and cloud-based research and production environments, you can create distinctive data combinations that keep you ahead of market trends, ultimately enhancing your strategic decision-making capabilities. Harness the power of diverse data sources to cultivate fresh perspectives and drive your research initiatives forward.
Description
Achieve a comprehensive reporting solution that transcends traditional manual methods and accelerates your market readiness. Say goodbye to the hassle of overseeing data uploads, performing calculations, generating documents, and managing data hosting. Leverage the advanced capabilities of FactSet’s reporting suite to automate and enhance your processes. Merge essential portfolio analytics with your internal data to create and disseminate client-oriented materials, including fund factsheets, compliance reports, marketing pitchbooks, and internal board documents. Integrate holdings and returns-based assessments with your organization’s unique content. Develop documents that fuse reliable portfolio analytics—such as performance attribution and weighting—with returns-based style, risk metrics, and peer comparison analysis. Guarantee that all client-facing documents, regardless of format, embody your company's branding with meticulous attention to detail. Maintain control over every component of each document, from headers and footers to color schemes, ensuring they accurately represent your corporate identity while streamlining your reporting workflow for greater efficiency. This holistic approach not only improves accuracy but also enhances the overall presentation of your materials.
API Access
Has API
No
API Access
Has API
No
Integrations
Dynamo Software
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
FactSet
Founded
1978
Country
Unites States
Website
open.factset.com/en-us
Vendor Details
Company Name
Vermilion Software
Website
www.vermilionsoftware.com
Product Features
Product Features
Investment Management
Accounting Management
Yes
Benchmarking
No
Bonds / Stocks
Yes
Client Management
Yes
Commodities
Yes
Compliance Reporting
Yes
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
No
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
Yes
Risk Management
Yes
