| Client Portals
Digital Portals and Widgets Library
FactSet’s portals combine the best data and analytics with technology to help our users enhance their clients’ digital experience. Advisors are empowered to deliver transparent, personalized information.
• Wealth Management Portal: combines institutional grade content and portfolio analytics with digital technology to provide retail wealth clients with in-depth portfolio views
• Markets Portal: integrates powerful market information from a multitude of sources into ebanking portals
• Investment Dashboard: offers a branded, intuitive, and customizable financial information and trading terminal for retail customers
Our latest release, FactSet Widgets Library, offers ready-made modular widgets to help users create custom digital experiences within their existing environments. The library includes views for global market data, as well as news, deep industry metrics, supply chain exposures, ESG scores, and more.