FactSet Wealth Management Solutions
from FactSet
A comprehensive suite of wealth management tools including portfolio analysis, financial planning, risk modeling, and client reporting. Offers customizable views of client portfolios and goal tracking.
Category:
Financial Planning Tools
Solutions that support comprehensive financial planning for clients, including retirement, tax, estate, and cash flow planning.
Analysis on right >
Financial Planning Tools analysis
Security and Compliance
(9 Yes /9 Known /10 Possible features)
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1. Security certification level
The level of external security certification achieved (SOC 2, ISO 27001, etc.)
FactSet holds ISO 27001 and SOC2 certifications as stated in public compliance documentation.
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2. Disaster recovery
Comprehensive backup and recovery capabilities
Describes disaster recovery and business continuity features.
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3. Vulnerability testing
Regular security testing and vulnerability assessments
Platform undergoes regular security and vulnerability testing.
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4. Secure client communication
Encrypted communication channels with clients
Client communication channels are encrypted according to security documentation.
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5. Data residency options
Control over geographic location of data storage
No information available
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6. Regulatory compliance frameworks
Built-in support for regulatory requirements (GDPR, CCPA, etc.)
Platform claims compliance with GDPR, CCPA, and other frameworks.
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7. Audit logging
Detailed tracking of all system access and changes
Provides audit trails and activity logs.
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8. Role-based access control
Granular permission settings based on user roles
Role-based access control is mentioned in IT and security documentation.
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9. Multi-factor authentication
Additional security layers beyond password protection
FactSet's platform supports multi-factor authentication for users.
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10. Data encryption
Encryption of sensitive data both in transit and at rest
Data encryption at rest and in transit is referenced in security materials.
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Reporting and Analytics
(7 Yes /7 Known /10 Possible features)
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Data Integration and Aggregation
(9 Yes /9 Known /10 Possible features)
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Client Collaboration and Communication
(6 Yes /6 Known /10 Possible features)
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Estate Planning
(2 Yes /2 Known /10 Possible features)
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Tax Planning
(2 Yes /2 Known /10 Possible features)
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Retirement Planning
(3 Yes /3 Known /10 Possible features)
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Investment Portfolio Management
(10 Yes /10 Known /11 Possible features)
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Financial Goal Management
(7 Yes /7 Known /10 Possible features)
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Publicly available data.
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