Enterprise-level risk management platform for investment managers, allowing for advanced risk modeling, scenario analysis, regulatory reporting, exposure analysis, and compliance monitoring for funds and portfolios.
Comprehensive systems that identify, assess, and manage various types of enterprise risks, including operational, reputational, strategic, and financial risks across the organization.
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Multi-source data ingestion Ability to import data from multiple structured and unstructured sources. |
FactSet supports ingestion of structured and unstructured data via file uploads, API, and integrations, as documented in FactSet's platform integration capabilities. | |
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Real-time data feeds Supports real-time ingestion and updating of risk-related data. |
Supports real-time data and streaming via API and direct connections; FactSet is integrated for live market and risk data ('real-time risk monitoring' in product literature). | |
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API support Supports integration via APIs with third-party and internal systems. |
FactSet is widely known for robust API and third-party system integration. | |
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Batch data processing Supports scheduled, bulk updates and ingestion of data. |
FactSet handles portfolio uploads and bulk updates, per user documentation and support for batch import. | |
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Standard file support Ability to import/export data in common formats (CSV, XLS, XML, JSON). |
Supports industry-standard formats: CSV, XLS, XML, JSON for data import/export based on FactSet integration documentation. | |
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Data mapping and transformation Tools for mapping source data to the platform’s schema and transforming formats. |
Data mapping and field transformation are supported for onboarding and normalization of client portfolios (see workflow documentation). | |
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Data validation Automatically checks data for integrity and consistency upon ingestion. |
Automatic data integrity and consistency checking is a core component of the platform's ingestion pipeline. | |
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ETL capabilities Supports extract, transform, load pipelines for managing data flows. |
ETL (Extract, Transform, Load) support is provided for integrating external data into FactSet, according to developer materials. | |
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Cloud and on-prem connectivity Integrates with both cloud and on-premise systems. |
Integrates with cloud and on-premises systems per FactSet's technical spec sheets. | |
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Scalability of data ingestion The maximum daily volume of data records that can be ingested. |
No information available |
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Market risk calculation Ability to model and calculate exposure to market risks (e.g., VaR, stress tests). |
FactSet provides Value at Risk (VaR), stress testing, and full market risk analytics, as stated in solution descriptions. | |
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Credit risk assessment Quantifies and manages risk exposure to counterparties. |
Credit risk measurement and analytics supported in fund/portfolio risk modules. | |
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Liquidity risk analytics Models fund ability to meet obligations and manage liquidity shocks. |
Provides tools for liquidity risk modeling per detailed platform features. | |
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Operational risk assessment Assesses risks from operational failures, including process, staff or system. |
Operational risk data and event tracking capabilities are mentioned in FactSet documentation. | |
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Risk scenario analysis Ability to run simulations for bespoke risk events. |
The scenario analysis tool enables bespoke simulations, as shown on the product overview page. | |
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Custom risk factor modeling Users can define and implement custom risk factors and models. |
FactSet users can customize and create their own risk factor models, per documentation. | |
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Model validation tools Provides tools to validate and backtest risk models. |
Model testing and validation tools available, including backtesting per risk analytics feature list. | |
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Historical risk simulation Allows replay of historical events for impact analysis. |
Historical simulation and replay of risk events is a standard module in platform documentation. | |
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Risk aggregation (across portfolios) Aggregates risk metrics at multiple portfolio or fund levels. |
Supports aggregation of risk metrics across portfolios and for firm-wide views. | |
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Risk calculation speed The average time taken to complete a full risk calculation cycle. |
No information available |
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Regulatory rules library Comprehensive library of rules for key jurisdictions (e.g., SEC, ESMA, FCA). |
Regulatory rules libraries include SEC, ESMA, FCA, per compliance module overview. | |
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Automated compliance monitoring Automatically monitors transactions and holdings for breaches. |
Has automated compliance monitoring for portfolios and funds per FAQ and technical details. | |
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Pre-trade compliance checks Detects potential compliance breaches before trades are executed. |
Pre-trade checking is built-in for compliance with regulatory restrictions. | |
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Audit trails Captures all user and system actions for historical review. |
Comprehensive audit trail is provided, as noted in security and compliance documentation. | |
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Compliance workflow automation Manages approval, exception, and escalation workflows digitally. |
Compliance and exception workflows are supported in FactSet's compliance suite. | |
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Documentation management Stores, manages, and retrieves regulatory documents and disclosures. |
Regulatory document storage and management provided as part of compliance offering. | |
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Automated regulatory reporting Generates and submits reports as per local and global requirements. |
The reporting suite includes templates for automated regulatory reporting. | |
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Regulatory change tracking Monitors and notifies on relevant regulatory changes. |
System monitors regulatory landscape and updates rules, as seen in updates/changelog. | |
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Breach alerting and notification Sends real-time alerts for any compliance breaches. |
Real-time breach alerts configurable for compliance requirements. | |
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Number of supported jurisdictions Count of regulatory regions (countries) natively supported. |
No information available |
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Customizable dashboards Dashboards can be customized per user or role, with drag-and-drop widgets. |
Custom dashboards and configurable widgets available for different roles and users. | |
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Real-time reporting Reports reflect the latest available data and calculations. |
Real-time reporting is supported as noted in FactSet’s on-demand analytics. | |
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Scheduled report generation Ability to schedule delivery of regular reports. |
Reports can be scheduled for recurring delivery as described in product documentation. | |
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Export to multiple formats Ability to export reports (PDF, Excel, HTML, CSV). |
Supports export of data and analytics to multiple formats - PDF, Excel, etc. | |
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Data visualization tools Offers graphs, heatmaps, and advanced visualization features. |
Advanced and interactive charts, heatmaps, and dashboards are key features. | |
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Ad-hoc reporting Users can create custom reports without coding. |
End users can create ad-hoc reports and custom analytics without coding. | |
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Automated distribution System can automatically distribute reports to stakeholders. |
Automated distribution and scheduled emailing of reports available to stakeholders. | |
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Drill-down capabilities Users can drill down into data for detailed analysis. |
Drill-down functionality present in all dashboards and report modules. | |
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Interactive visualization speed Average response time for rendering custom dashboard views. |
No information available | |
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Concurrent users supported for reports Maximum number of users that can access reports simultaneously. |
No information available |
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Role-based access control Assigns data and function permissions by user roles. |
Supports complex permissioning and data masking by user roles. | |
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Single Sign-On (SSO) Integrates with corporate identity providers for access. |
Integration with corporate identity providers (e.g., SAML, SSO) is standard for enterprise clients. | |
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Multi-factor authentication Enforces additional security checks for user logins. |
Two-factor/multi-factor authentication supported for user access controls. | |
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Data encryption (in transit and at rest) Encrypts sensitive data during transfer and storage. |
All sensitive data transmissions and storage are encrypted as required by institutional security standards. | |
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Comprehensive audit logging Maintains detailed logs for all data access and changes. |
Detailed activity and audit logs are maintained per compliance and audit requirements. | |
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User provisioning and de-provisioning Automates the onboarding and offboarding of users. |
User onboarding/deletion supported by automation in enterprise module. | |
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Granular permission settings Fine-tuned data and function-level access configuration. |
Granular permissioning settings for data and reports available via admin dashboard. | |
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Data masking and anonymization Masks sensitive data fields for select users or roles. |
Data masking tools built in for regulatory and privacy compliance. | |
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Incident & breach detection Monitors and alerts on potential security incidents. |
Security event monitoring and breach detection integrated with compliance tracking (from product security documents). | |
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Maximum concurrent user sessions Maximum user sessions that are allowed simultaneously. |
No information available |
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Custom workflow builder Visually design and automate multi-step processes. |
Custom workflow builder is available for setting up process automation, as documented by FactSet workflow tools. | |
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Automated task assignment Routes tasks to responsible users based on defined criteria. |
Automated task assignment using criteria-based routing is part of workflow solution. | |
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Approval tracking Tracks approvals, signatures, and acknowledgments digitally. |
Digital approval and audit tracking are provided for internal workflow assurance. | |
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Notification and escalation rules Automated alerts and escalation when timelines are missed. |
Notification and escalation rules configurable for workflows. | |
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Exception management Tracks and manages process exceptions and their resolutions. |
Exception handling and resolution are workflow features, as described in FactSet workflow automation. | |
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Integration with communication tools Integrates with email, chat, or ticketing for notifications. |
Integration with Outlook, email, chat, other systems for notifications and escalation. | |
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SLA tracking Measures and reports service-level agreement adherence. |
SLA tracking built into workflow and task management modules. | |
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Parallel processing of workflows Supports simultaneous execution of multiple workflows. |
Parallel process support documented in technical architecture. | |
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Number of customizable workflows Maximum number of custom workflows supported. |
No information available | |
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Workflow execution speed Average time to execute a typical workflow. |
No information available |
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Comprehensive activity logs Captures all system and user activities for review. |
All system and user activities are logged and reviewable (per compliance requirements). | |
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Automated exception logging Automatically records exceptions and unusual events. |
Exception handling and logging are automated in audit modules. | |
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Change management tracking Monitors changes to data, rules, and configurations. |
Change management controls for config/data/rules tracing per GRC documentation. | |
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Periodic review scheduler Automates scheduling and reminders for audits and reviews. |
Scheduling and reminders for periodic audit/review processes available. | |
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Forensics and drill-back tools Allows detailed reconstruction and investigation of events. |
Detailed investigation and audit/reverse trace tools present in platform. | |
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Automated controls testing Regularly tests control effectiveness and documents results. |
Automated internal and regulatory controls testing is documented in platform overview. | |
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Exception alerting Notifies users of irregular events or failed checks. |
Exception alerts part of monitoring and review suite. | |
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Audit report generation Automatically compiles and formats audit-ready reports. |
Automated audit report generation available for internal/external review. | |
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Retention period for logs Duration for which audit logs are retained in the system. |
No information available | |
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Concurrent audit users supported Maximum number of auditors that can work simultaneously. |
No information available |
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Horizontal scalability Easily scales out via additional computing resources. |
The platform supports horizontal scaling and cloud deployments. | |
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Load balancing Distributes system load across multiple servers or nodes. |
Load balancing is part of the enterprise deployment architectures. | |
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Cloud-native architecture Designed for scalable cloud or hybrid deployments. |
Cloud-native and hybrid architecture supported for clients. | |
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High-availability configuration Supports failover and redundancy for resilience. |
High-availability and failover supported in managed deployment documentation. | |
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Disaster recovery options Provides built-in DR and data backup capabilities. |
Disaster recovery/data backup covered as standard operational procedure for enterprise deployments. | |
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Concurrent users supported Maximum simultaneous users during peak usage. |
No information available | |
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Data throughput capacity Maximum volume of data processed per second. |
No information available | |
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Uptime SLA Guaranteed platform availability over time. |
No information available | |
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Average page load time Typical time for loading key dashboards or modules. |
No information available | |
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Processing capacity per fund Number of funds/entities supported without degradation. |
No information available |
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Intuitive user interface Interface is easy to navigate and learn. |
FactSet's user interface consistently praised for usability and intuitiveness in product reviews and documentation. | |
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Mobile access Accessible on smartphones and tablets. |
Mobile/tablet access supported via web app and mobile clients (mentioned in product factsheets). | |
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Contextual help Built-in help, tooltips, and guided tours. |
In-product tooltips, walkthroughs, and contextual help provided. | |
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Personalized homepages Users can set and modify their landing screens. |
Users can save personal settings and landing views, per platform UX documentation. | |
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Internationalization/localization Supports multiple languages and regional formats. |
Supports multiple languages/regions for global user base. | |
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Accessibility features Compliant with accessibility standards (e.g., WCAG). |
Accessibility (e.g., keyboard navigation) and compliance with major standards available, according to user documentation. | |
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Custom notifications Users can configure notification settings. |
User-configurable notifications and alerting per user/admin settings. | |
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Keyboard and voice navigation Supports keyboard shortcuts and/or voice commands. |
No information available | |
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Average number of clicks to complete workflow Measures usability and process optimization. |
No information available | |
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Time to proficiency Average time required for new users to become proficient. |
No information available |
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24/7 technical support Vendor offers around-the-clock support services. |
24/7 technical support available with enterprise contracts (FactSet support policy). | |
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Dedicated account manager Customers are assigned a specific contact from the vendor. |
Dedicated account manager assigned for enterprise/bespoke contracts. | |
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Proactive system monitoring Vendor monitors health and performance of client deployments. |
Proactive monitoring of client environments provided in managed service agreements. | |
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Automatic software updates Platform receives regular, automatic patching and feature updates. |
Automatic updates deployed centrally; part of managed SaaS offering. | |
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Comprehensive documentation Up-to-date guides for administration, user, and integration support. |
Comprehensive end-user and administration documentation is provided (FactSet support portal). | |
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User community and forums Access to community knowledge and peer support. |
Client community and peer support forum available for users (FactSet Community). | |
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Onboarding/training services Vendor offers user onboarding and ongoing training options. |
End-user onboarding and training services are part of implementation packages. | |
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Service Level Agreement (SLA) metrics Key metrics defined in the support contract. |
Service Level Agreement metrics (availability, support response, etc.) included in FactSet client contracts. | |
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Average issue resolution time Mean time to resolve client-reported production issues. |
No information available | |
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Frequency of major platform updates How often major feature or version updates are released. |
No information available |
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