Waters Rankings 2022: Best reporting system provider—FactSet
Overview
With FactSet’s client reporting solutions, users gain efficiency and scalability by automating their reporting processes and seamlessly combining key portfolio analytics with internal data sources to produce high-quality, client-facing reports. The firm’s flagship reporting product, Vermilion Reporting Suite, provides a scalable, efficient way to deliver timely, consistent data to clients.
“Thank you to the readers of WatersTechnology for recognizing FactSet! We strive to offer innovative solutions that make our clients more efficient. Our automated reporting system leverages cutting-edge technology and data integration to help improve the reporting workflow and remove manual work.”
Rob Robie, head of analytics and trading solutions, FactSet
The Solution
FactSet supports the production of a range of reports from portfolio reporting to regulatory reporting, pitchbooks, requests for proposals (RFPs) and internal reports. Key challenges it addresses include minimizing the burden of data integration via automated feeds, enhancing overall data quality with consistency checks, and creating user efficiency with templates and an easy-to-use interface.
Secret Sauce
With FactSet’s reporting solutions, users are able to improve their overall efficiency and scalability by automating their various reporting processes and combining key portfolio analytics with their internal data sources. FactSet offers both self-service and full-service client reporting.
Recent Milestones
- The new Vermilion Reporting Suite Rest API enables clients to build more custom solutions
- The Document Management System has improved searching, sorting, filtering, tags and folders to enhance discoverability and organization
- Data cleanliness is improved with the “delete after days” field that allows users to specify when to purge items from the system
Future Objectives
FactSet’s reporting development roadmap is defined by customer feedback, cross-department discussions and the regulatory changes in the market. It will continue to enhance the Vermilion Reporting Suite interface and its features to make end-users more efficient and outputs more consistent.
Only users who have a paid subscription or are part of a corporate subscription are able to print or copy content.
To access these options, along with all other subscription benefits, please contact info@waterstechnology.com or view our subscription options here: http://subscriptions.waterstechnology.com/subscribe
You are currently unable to print this content. Please contact info@waterstechnology.com to find out more.
You are currently unable to copy this content. Please contact info@waterstechnology.com to find out more.
Copyright Infopro Digital Limited. All rights reserved.
You may share this content using our article tools. Printing this content is for the sole use of the Authorised User (named subscriber), as outlined in our terms and conditions - https://www.infopro-insight.com/terms-conditions/insight-subscriptions/
If you would like to purchase additional rights please email info@waterstechnology.com
Copyright Infopro Digital Limited. All rights reserved.
You may share this content using our article tools. Copying this content is for the sole use of the Authorised User (named subscriber), as outlined in our terms and conditions - https://www.infopro-insight.com/terms-conditions/insight-subscriptions/
If you would like to purchase additional rights please email info@waterstechnology.com
More on Awards & Rankings
Waters Rankings 2024: All the winners
WatersTechnology readers voted to determine the winners in 35 technology and data categories comprising this year’s virtual Waters Rankings.
Waters Rankings 2024: Best reference data provider—Association of National Numbering Agencies (ANNA)
Product/service: ANNA Service Bureau (ASB)
Waters Rankings 2024: Best corporate actions solution provider—SIX
Product/service: Global Corporate Actions service
Waters Rankings 2024: Best cybersecurity provider—AI Risk
Product/service: AIR-GPT platform
Waters Rankings 2024: Best transaction-cost analysis (TCA) system provider (highly commended)—S&P Global Market Intelligence
S&P Global Market Intelligence’s Transaction Cost Analysis tool is highly commended in the best transaction-cost analysis (TCA) system provider category of the 2024 Waters Rankings.
Waters Rankings 2024: Best reporting system provider—S&P Global Market Intelligence Cappitech
Product/service: Cappitech
Waters Rankings 2024: Best trading floor communication system provider—Cloud9
Cloud9 wins the best trading floor communication system provider category in the 2024 Waters Rankings.