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FactSet Client Relationship Management from FactSet
Combines financial data with CRM capabilities to enhance investor experience. Features include portfolio management, client reporting, and data integration.
Product analysis by function
Investor Relationship Management (IRM) Systems for Client Relationship Management
Specialized CRM platforms tailored for asset management that track client interactions, preferences, investment history, and service requirements to optimize the client experience and relationship management.
More Investor Relationship Management (IRM) Systems
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Client Data Management
(9 Yes /10 Known /12 Possible features)
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Contact Information Storage Maintain and update detailed client contact records, including addresses, phone numbers, and emails. |
CRM solutions like FactSet Client Relationship Management are expected to maintain and update detailed client contact records; standard functionality for client record-keeping is referenced in marketing materials. | |
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Document Management Store, categorize, retrieve, and manage all client documents (e.g., KYC, agreements, correspondence). |
FactSet CRM provides the ability to store, categorize, and manage documents such as KYC and agreements as part of its client management offering. | |
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Client Segmentation Segment clients by customizable attributes (e.g., AUM, geography, product type, risk tolerance). |
Client segmentation is a typical CRM feature, and FactSet documentation references filtering and grouping clients by attributes such as AUM and geography. | |
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Relationship Tree Mapping Visualize family relationships, institutional hierarchies, or multi-entity structures among clients. |
Not as far as we are aware.* There is no public reference to relationship tree mapping (family/institutional structures) as a feature in FactSet CRM's documentation. | |
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360-Degree Client View Provide a single, unified dashboard view showing full client relationships, holdings, interactions, and service requests. |
360-degree client view is referenced in FactSet's marketing as a unified dashboard for client relationships and holdings. | |
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Data Import/Export Capability Import and export client data in multiple file formats (CSV, XLSX, etc.). |
Data import/export in formats like CSV and XLSX is standard for enterprise CRMs; FactSet's documentation supports this. | |
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Bulk Data Update Batch update client records efficiently. |
Bulk data update is a referenced utility for managing client records in volume within FactSet CRM materials. | |
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Custom Fields Add user-defined fields to capture client-specific information. |
Custom field creation for client records is available in FactSet CRM for enhanced information capture. | |
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Audit Trail/History Logs Track changes to client records over time for compliance and accountability. |
Audit trail/history log capability is promoted as part of compliance support in FactSet CRM. | |
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Duplicate Record Detection Automated identification and merging of duplicate client records. |
Duplicate record detection is referenced in product documentation as part of record management. | |
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Record Capacity Maximum number of unique client records the system can store without performance impact. |
No information available | |
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Bulk Record Upload Speed Speed at which bulk records can be uploaded to the system. |
No information available |
Interaction & Communication Tracking
(3 Yes /3 Known /11 Possible features)
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Activity Logging Automatically or manually log all communications including calls, emails, meetings, and events. |
CRM systems in fund management, including FactSet CRM, log client interactions (calls, emails, meetings) for compliance and service tracking. | |
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Email Integration Connect with email platforms (e.g., Outlook, Gmail) for two-way sync of client emails. |
No information available | |
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Meeting Scheduling Schedule and manage meetings with clients, auto-populate invite details. |
No information available | |
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Call Notes Attach and store call notes and summaries to client profiles. |
FactSet CRM users can attach call notes to client profiles—a standard among investment CRMs. | |
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Task & Follow-up Reminders Set reminders for client-related tasks, follow-ups, or events. |
Task and follow-up reminders for client tasks are available in CRM's workflow management features. | |
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Calendar Integration Sync client meetings and events with popular calendar tools. |
No information available | |
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Automated Communication Capture Automatically capture and log communications across channels (email, phone, chat). |
No information available | |
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Interaction Timeline Visualization Display chronological activity history for each client. |
No information available | |
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Mass Email Campaigns Send personalized bulk emails or newsletters to client groups. |
No information available | |
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Communication Volume Tracking Number of communications logged per client per month. |
No information available | |
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Automated Acknowledgement Send automated email acknowledgement to clients after documented interactions. |
No information available |
Compliance & Regulatory Management
(5 Yes /5 Known /11 Possible features)
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KYC/AML Status Tracking Monitor and record Know-Your-Customer and Anti-Money Laundering review statuses. |
FactSet's CRM mentions tracking KYC/AML, which is a common compliance feature for client onboarding and maintenance. | |
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Regulatory Documentation Management Store and manage documentation required for compliance (e.g., risk disclosures, consents). |
Document management modules facilitate storage of regulatory and compliance documents in the platform. | |
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Automated Alerts for Compliance Deadlines Automated reminders when KYC/AML or other regulatory renewals/updates are due. |
No information available | |
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Audit Trails Maintain detailed change logs for all client-related actions for regulatory review. |
Detailed logs for compliance review are supported as part of audit history in FactSet CRM. | |
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Sanctions List Screening Integration Screen clients against sanctions and watch lists. |
No information available | |
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MiFID II/ESG Suitability Records Track suitability assessments and investment appropriateness checks. |
No information available | |
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Consent Management Capture and manage client consents for data processing, marketing, etc. |
Consent management is referenced in the context of compliance with data privacy laws, available in the CRM. | |
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Data Retention Policy Enforcement Implement and enforce document and data retention rules for compliance. |
No information available | |
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PEP (Politically Exposed Person) Workflow Flag and manage onboarding and relationship for PEP clients. |
No information available | |
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User Access Controls and Segregation of Duties Ensure access to sensitive client information is appropriately restricted by roles. |
Role-based access controls are standard for sensitive investor data; referenced in security documentation. | |
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Transaction Monitoring Alerts Monitor and flag potentially suspicious client transactions for further review. |
No information available |
Investment & Account Management Integration
(4 Yes /4 Known /10 Possible features)
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Portfolio Data Integration Real-time or scheduled sync with portfolio management systems to display holdings and transactions in CRM. |
FactSet CRM promotes integration with portfolio management systems for real-time holdings and transaction visibility. | |
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Multi-Account Handling Manage multiple accounts per client (e.g., personal, trust, joint, institutional). |
The CRM supports multiple account per client, including institutional and trust relationships. | |
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Cash Flow Tracking Track capital calls, distributions, redemptions, and contributions per client. |
No information available | |
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Performance Reporting Access Allow client relationship teams access to investment performance, returns, and statements. |
Performance data is available for client relationship teams to review investment returns and statements. | |
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Automated Statement Generation Automatically produce and deliver periodic account statements to clients. |
No information available | |
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Fee Schedule Management Configure and store bespoke fee schedules for each client/account. |
No information available | |
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Investment Mandate Tracking Track client-specific investment restrictions, benchmarks, and objectives. |
Mandate tracking is referenced as a key differentiator in the investment and client management modules. | |
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Contribution/Redemption Request Handling Submit and track client requests for new investments or withdrawals. |
No information available | |
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Real-Time Data Refresh Frequency Speed/frequency at which portfolio and account data is refreshed. |
No information available | |
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Manual Data Override Capability Permit authorized staff to manually update investment/account data when needed. |
No information available |
Reporting & Analytics
(5 Yes /5 Known /10 Possible features)
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Customizable Reporting Templates Create, modify, and save reusable templates for client, relationship, and pipeline reporting. |
Customizable templates for client and pipeline reporting are a promoted reporting feature for FactSet CRM. | |
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Scheduled/Automated Reports Automatically generate and distribute reports on a defined schedule. |
Scheduled/automated report delivery is a standard offering; referenced in FactSet Client Reporting documentation. | |
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Pipeline/Opportunity Tracking Reports Track new business opportunities, pipeline stages, and conversion rates. |
No information available | |
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Client Service Level Reporting Monitor service delivery against agreed SLAs for clients. |
No information available | |
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Export to Common Formats Export reports in formats such as PDF, Excel, or CSV. |
Reports may be exported in formats like PDF, Excel, or CSV—explicitly listed among FactSet CRM features. | |
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Interactive Dashboards Visualize data in charts, graphs, and dashboards for actionable insights. |
Interactive dashboards and visualizations are promoted as part of the system’s analytics modules. | |
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Data Drill-down Capability Click through summaries to detailed underlying data in reports. |
No information available | |
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Ad-hoc Query/Report Builder Allow users to build and run custom queries/reports without coding. |
Ad-hoc report building for non-technical users is explicitly included in product documentation. | |
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Report Generation Speed Average time taken to generate complex standard reports. |
No information available | |
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Data Visualization Customization Change chart types, colors, and layouts as needed for reporting. |
No information available |
Workflow & Automation
(1 Yes /1 Known /10 Possible features)
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Onboarding Workflow Automation Automate steps and approvals in client onboarding, including KYC, account funding, and document collection. |
No information available | |
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Task Assignment and Routing Automatically assign follow-ups or requests to the relevant team member based on business rules. |
Automated routing and assignment of tasks based on business rules is referenced as part of workflow automation. | |
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Approval Process Automation Design and configure multi-level approval routes for sensitive actions (e.g., large redemptions). |
No information available | |
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SLA Monitoring & Alerts Track compliance with internal and external service level agreements for client requests. |
No information available | |
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Customizable Workflow Builder Allow administrators to visually design, edit, and deploy custom workflows. |
No information available | |
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Automatic Record Updates Trigger automatic updates in client records based on workflow outcomes. |
No information available | |
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Exception Handling Detect and manage exceptions or errors in workflows for manual intervention. |
No information available | |
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Integration with Digital Signature Platforms Route workflow documents to e-signature platforms (e.g., DocuSign, Adobe Sign). |
No information available | |
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Workflow Throughput Number of workflow steps processed per hour under typical load. |
No information available | |
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Pre-built Workflow Templates Access to templates for standard processes (e.g., onboarding, due diligence). |
No information available |
Integration & API Capabilities
(3 Yes /3 Known /10 Possible features)
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Open API Availability Provide well-documented APIs for inbound/outbound data exchange. |
FactSet CRM offers a documented open API for integrations and data exchange with third-party systems. | |
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Third-party Integration Marketplace Support a catalog of pre-built integrations with other financial platforms. |
No information available | |
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Single Sign-On (SSO) Support Ensure users can log in using corporate credentials (e.g., SAML, OAuth). |
No information available | |
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Data Synchronization Frequency Minimum interval for data synchronization with external systems. |
No information available | |
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Custom Webhooks Support outbound notifications of data events to third-party systems via webhooks. |
No information available | |
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File-Based Imports/Exports Automate bulk data exchange using flat files (SFTP, FTP, etc.). |
File-based imports/exports (including SFTP, FTP) are supported for bulk data handling, as per product materials. | |
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Plug-and-Play Data Connectors Pre-built connectors for leading custodians, fund administrators, and market data sources. |
No information available | |
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Mobile App Integration Seamlessly connect with mobile clients and push data updates to mobile apps. |
FactSet offers a mobile app and integrates CRM with mobile users for remote data access. | |
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API Transaction Rate Limit Maximum allowed API transactions per minute. |
No information available | |
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API Documentation Completeness Level of detail in API documentation (e.g., endpoints, error handling, sample code). |
No information available |
User Experience (UX) & Accessibility
(5 Yes /5 Known /10 Possible features)
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Customizable Dashboards Allow users to personalize data layouts, views, and notifications. |
User-customizable dashboards and personalized data views are standard in FactSet CRM. | |
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Mobile Device Support Native or fully responsive web interface for tablets and smartphones. |
FactSet CRM provides native mobile and responsive web interfaces for use across devices. | |
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Keyboard Navigation and Screen Reader Support Fully accessible via keyboard navigation and compatible with screen readers. |
No information available | |
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Multi-Language Support Offer interface translations for global user base. |
No information available | |
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In-app Guidance and Tutorials Embed self-serve tutorials and contextual help. |
No information available | |
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User Role Personalization Customize UI and permissions based on role/department. |
User interface and permissions are customizable based on department/role, as referenced in the CRM documentation. | |
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Search & Global Filtering Provide a powerful search bar for quick data access. |
Global search and filtering is a promoted feature for FactSet CRM. | |
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Theme and Font Adjustments Adjust colors and font size for accessibility needs. |
No information available | |
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Average Page Load Time Average time to fully load a user dashboard. |
No information available | |
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Notifications & Alerts Center Centralized notification center for upcoming tasks, deadlines, or requests. |
Central notifications/alerts center is referenced in the user experience features. |
Security & Privacy
(5 Yes /5 Known /10 Possible features)
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Role-Based Access Control (RBAC) Allow precise user access to client data and features based on role. |
Role-based access controls form part of the CRM's security and data privacy management. | |
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Multi-Factor Authentication (MFA) Require multiple identity verification steps for access. |
Multi-factor authentication is mentioned in security documentation and is a standard for high-sensitivity CRM tools. | |
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End-to-End Encryption Encrypt data in transit and at rest. |
FactSet CRM uses encryption for both data in transit and at rest. | |
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Audit Logs for User Activity Track and report all significant user actions for audit purposes. |
User activity is tracked and auditable for compliance, referenced directly in product documentation. | |
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Data Masking and Redactions Hide sensitive information except for authorized users. |
No information available | |
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GDPR/CCPA Compliance Features Facilitate right-to-access, right-to-be-forgotten, and other privacy rights. |
FactSet CRM supports GDPR/CCPA privacy features such as right-to-access and right-to-be-forgotten. | |
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Single Sign-On (SSO) Integration Integrate with corporate SSO for secure and simple access. |
No information available | |
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Real-Time Threat Monitoring Monitor for suspicious login or data access activity in real time. |
No information available | |
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User Session Timeout Automatic logout after a period of inactivity. |
No information available | |
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Data Backup Frequency Frequency of automatic system backups for disaster recovery. |
No information available |
Scalability & Performance
(1 Yes /1 Known /10 Possible features)
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Concurrent User Support Maximum number of users who can access the system simultaneously without performance degradation. |
No information available | |
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Uptime Guarantee Percentage of time system is available, factoring in maintenance/downtime. |
No information available | |
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Elastic Cloud Scaling Support for scaling compute/storage up or down as needed automatically. |
FactSet CRM is cloud-based, and elastic scaling is typical for such enterprise SaaS. | |
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Response Time Under Peak Load Average response time with system at peak user/data load. |
No information available | |
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Maximum Supported Client Entities Total number of client groups/accounts the system can support effectively. |
No information available | |
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Data Storage Capacity Amount of data (documents, communications, logs) that can be stored. |
No information available | |
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Disaster Recovery Time Objective (RTO) Time required to restore system to operation after a failure. |
No information available | |
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Batch Processing Speeds Speed at which batch operations (uploads/exports/workflows) are completed. |
No information available | |
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Global Data Center Locations Number of available data center hosting locations. |
No information available | |
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High-Availability Architecture Designed for redundancy and failover to minimize downtime risks. |
No information available |
Support & Vendor Services
(8 Yes /8 Known /10 Possible features)
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24/7 Technical Support Availability Access to support staff around the clock for urgent issues. |
24/7 technical support is provided for enterprise customers, as noted on the FactSet CRM support/resources pages. | |
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Dedicated Account Manager Assigned vendor contact for ongoing relationship and escalation. |
Dedicated account managers are assigned to institutional CRM clients according to service commitments. | |
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Implementation and Data Migration Support Professional services to assist with configuration, onboarding, and legacy system migration. |
FactSet provides implementation and migration services during onboarding, as referenced under product support. | |
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User Training Programs Vendor-provided initial and ongoing user training options. |
User training programs are available as part of customer onboarding and continued education. | |
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User Community/Knowledge Base Access to an online support community, FAQs, and how-to guides. |
A knowledge base and user support community are maintained for the platform. | |
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Customization Services Vendor support for custom features, fields, or integrations. |
Customized integrations and field customizations are offered to enterprise clients. | |
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Service Level Agreement (SLA) Uptime Commitment Contractual uptime/service level commitments for critical features. |
Uptime SLAs are included in FactSet’s service agreements with clients; standard for this market. | |
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Product Update Frequency How often the vendor delivers new features/enhancements. |
No information available | |
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Issue Resolution Average Time Typical time to resolve high-priority support tickets. |
No information available | |
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User Feedback Mechanism Direct channel for submitting suggestions and product feedback. |
FactSet CRM allows user feedback and feature suggestions through direct channels. |
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