Case Study

Asset Manager Empowers Its Sales Force with FactSet’s Digital Advisory Solutions

Asset Manager Empowers Its Sales Force with FactSet’s Digital Advisory Solutions

Pages 2 Pages

FactSet helped the European asset manager by delivering a sophisticated digital strategic asset allocation tool that supports the entire investment and sales process. The platform offers advanced scenario analysis, risk assessment, and multi-asset class portfolio construction in an intuitive interface. FactSet’s solution enhances pre-trade decision-making with what-if scenarios, stress testing, and detailed reporting, empowering the sales team to engage clients confidently with customized, data-driven investment strategies aligned to their needs.

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