The integrated financial data and software platform for investment professionals.
FactSet is a premier financial data and analytics platform that has evolved significantly into 2026 by integrating advanced Generative AI through its 'Mercury' initiative. It serves as a centralized ecosystem for investment bankers, buy-side analysts, and wealth managers. Technically, FactSet distinguishes itself through a flexible 'Open Data' architecture, allowing users to consume high-fidelity financial data via Web, Desktop, and robust REST APIs. In 2026, the platform emphasizes its AI-driven document discovery (Cognition) and its ability to synthesize unstructured data from global filings, transcripts, and news into actionable quantitative signals. The platform's market position is anchored by its 'Golden Record' data management approach, ensuring that proprietary client data and FactSet's market data are reconciled seamlessly. With its acquisition and integration of various specialized providers, FactSet offers deep-sector content and multi-asset class risk modeling that rivals Bloomberg Terminal in depth while offering superior flexibility for custom data workflows and programmatic integration via its developer portal.
A conversational AI interface integrated across the workstation that utilizes RAG (Retrieval-Augmented Generation) over FactSet's proprietary data lake.
Verified feedback from the global deployment network.
Post queries, share implementation strategies, and help other users.
AI-powered document discovery tool that uses NLP to extract specific KPIs and sentiment from thousands of earnings transcripts and filings simultaneously.
Real-time performance attribution and contribution analysis for equity and fixed-income portfolios.
A golden-source data management layer that reconciles disparate data sources into a single, clean identifier system.
Monte Carlo and historical simulation engines for stress testing portfolios against macro events.
A curated digital store for buying and integrating third-party datasets directly into the FactSet ecosystem.
Automated client reporting engine that pulls live data into high-fidelity PDF and web reports.
Analysts struggle to track sentiment shifts across thousands of small-cap earnings calls.
Registry Updated:2/7/2026
Meeting SFDR and TCFD regulatory requirements for portfolio disclosure.
Investment bankers needing to find private targets with specific financial profiles.