Factset launches digital portals for retail banking and wealth management industries

Factset announced the launch of new digital portals tailored to retail banking and wealth management clients. both products offer clients the ability to provide personalized data and analytics powered by factset directly to their customers. the factset markets portal offers banks an out-of-the-box digital solution that can be integrated with their own ebanking platforms to bring customizable and comprehensive market information to end users. clients can access factset data and offer it directly to their customers, including news and quotes as well as data on currencies, commodities, and government bonds. banks can choose from real-time, delayed, and end-of-day data to power charts, tables, and virtual portfolios. portal components can also be tailored and auto-generated to match individual customers’ investments, boosting client engagement and communication. the factset wealth management portal is geared toward wealth management providers that wish to deliver digitally-enabled portfolio advice that is personalized to each individual client. it combines proprietary factset content, portfolio analytics, multi-asset class research, and global market analysis to generate individual insights and proactive advice. wealth advisors can boost customer engagement and improve efficiency by offering a more data-rich digital environment that allows for frequent portfolio updates, automated document sharing, and client reporting. both the factset markets portal and the factset wealth management portal allow clients to provide a personalized, data-driven digital experience to their customers without the need for costly in-house development.
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