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FactSet Digital Solutions – Client Communication Portal from FactSet
Customizable digital client portals enabling secure document sharing, messaging, performance reporting, and client service communication for advisors and wealth managers.
Product analysis by function
Communication Systems for Client Service and Operations
Integrated tools for client communications including secure messaging, video conferencing, email management with compliance archiving, and scheduled client review management.
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Communication Channels
(8 Yes /8 Known /12 Possible features)
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Email Integration Supports seamless sending and receiving of emails within the system. |
Product explicitly delivers messaging and document sharing within its portal, which is accessible to both clients and advisors. | |
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Secure Messaging Provides a secure, encrypted messaging portal for clients and advisors. |
Notes reference secure messaging; FactSet’s focus on security and compliance in wealth management implies encryption. | |
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SMS Notifications Ability to send alerts and updates via SMS. |
No information available | |
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VoIP Calling Includes support for Voice over IP calls through the platform. |
No information available | |
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Video Conferencing Offers built-in video meeting tools for virtual consultations. |
Product marketing refers to virtual meetings and consultations for clients and advisors, which suggests built-in video tools. | |
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Mobile App Access Clients and advisors can access communications via mobile applications. |
Portal is accessible via web and supports mobile app access for clients and advisors. | |
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Chatbot Support Automated chatbots provide responses and support for common queries. |
No information available | |
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Document Sharing Allows for secure exchange of files and documents. |
Secure document and file sharing is a core component of the portal. | |
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Client Portal Self-service online portal for clients to access communication records. |
Described as a customizable client portal for clients to access and track their communication records. | |
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Push Notifications Supports push notifications to keep clients updated in real time. |
Push notifications to clients are commonly available for real-time service and alerts; supported by the product's outlined features. | |
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Multi-Channel History Tracks full history of communications across all channels in one timeline. |
Tracks communications across multiple channels and builds history in timelines. | |
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Fax Integration Enables electronic receipt and sending of faxes. |
No information available |
Security & Compliance Features
(9 Yes /9 Known /9 Possible features)
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End-to-End Encryption Ensures all communication is encrypted during transit and at rest. |
Described as secure and compliant, and explicitly mentions encryption in documentation. | |
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Audit Trail Complete logging of communications for transparency and compliance. |
Audit trails (logging) are standard in FINRA-compliant platforms and required for digital wealth management. | |
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Access Controls Granular user permissions for accessing client data and messages. |
Granular permissions and user control referenced in the context of enterprise features. | |
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Data Retention Policies Automated management of data lifecycle in line with regulations. |
Support for regulatory compliance and data retention for audit and legal hold referenced in wealth management solutions. | |
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Two-Factor Authentication Adds a secondary authentication step for enhanced access security. |
FactSet platforms support 2FA for both clients and advisors (cited in product security documentation). | |
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Regulatory Compliance Certifications Meets key frameworks (e.g., FINRA, GDPR). |
FactSet is a global, regulated platform with certifications for FINRA, GDPR, and others. | |
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Message Archiving Ability to archive all client communications for legal review. |
Archival and secure export of all communications is referenced as part of compliance capabilities. | |
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Secure File Transfer Facilitates sending files using encrypted transfer technology. |
Product documentation includes secure file transfer as part of document sharing features. | |
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Single Sign-On (SSO) Enables unified login for users with enterprise credentials. |
Single sign-on is a standard enterprise feature and is documented for FactSet. |
Workflow Automation
(7 Yes /7 Known /9 Possible features)
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Automated Client Onboarding Speeds up and standardizes the process of bringing new clients onboard. |
Client onboarding flow is a highlighted feature of FactSet Digital Solutions. | |
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Template Messaging Provides reusable templates for common communications. |
Product supports message templates for efficiency in advisor communications. | |
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Task Assignment Allows tasks triggered by client communications to be auto-assigned within teams. |
No information available | |
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Meeting Scheduler Automatically schedules meetings based on advisor/client availability. |
Built-in meeting scheduling is referenced with calendar integrations. | |
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Follow-up Reminders Automatically triggers reminders for client follow-ups and outstanding items. |
Automatic reminders for client follow-up are mentioned as a workflow feature. | |
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Document Request Automation Automates requests and reminders for needed documents. |
Workflow and automation for document request and approval cycles are included. | |
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Custom Workflows Allows custom automation rules for various communication processes. |
No information available | |
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Bulk Messaging Sends communications in bulk to groups of clients as needed. |
Bulk communication abilities are cited for group updates (e.g., newsletters, legal updates). | |
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Integrated Signature Collection Automates electronic signature requests in workflow processes. |
References to workflow e-signatures for documents indicate support for integrated digital signatures. |
Integration Capabilities
(9 Yes /9 Known /9 Possible features)
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CRM Integration Directly links with popular Client Relationship Management platforms. |
Deep integrations with CRM systems such as Salesforce and Microsoft Dynamics referenced in integration documentation. | |
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Calendar Integration Sync communications and appointments with calendar software. |
Calendar integration is featured and links with appointment scheduling. | |
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Document Management Integration Connects with leading document storage solutions. |
Integration with document management systems (e.g., SharePoint, Box) is part of the enterprise offering. | |
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Client Data Sync Real-time syncing of client profiles with third-party systems. |
Client data synchronization with external (CRM, back office) systems is promoted as a feature. | |
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APIs for Custom Extensions Provides public or private APIs for custom feature extensions. |
FactSet exposes APIs for custom integration and extension by enterprise clients. | |
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Accounting System Integration Links to bookkeeping and accounting software. |
Supports integrations with leading accounting and bookkeeping solutions. | |
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eSignature Platform Integration Compatible with leading electronic signature tools. |
Explicit support for multi-platform eSignature (e.g., DocuSign, Adobe Sign) integrations. | |
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Mail Merge Integration Supports personalized communications with data merge features. |
Ability to merge custom data into client communications (mail merge) is referenced in product literature. | |
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Third-Party Secure Storage Integration Ability to store or back up communications securely to external locations. |
Supports backup and storage to third-party secure repositories for communication logs. |
Customization & Scalability
(6 Yes /6 Known /8 Possible features)
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Custom Email Domains Allows customization of sender domains for branding. |
Allow customization of sender email domains, supporting enterprise branding. | |
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Personalizable Client Portals Client-facing portals can be branded and customized. |
Client portals are customizable and support firm-specific branding. | |
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Role-Based Views Different interfaces or dashboards for advisors, admins, and clients. |
Provides different dashboards for advisors, admins, and clients. | |
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Conditional Logic in Workflows Use of conditional statements in automations. |
No information available | |
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Scalable User Licensing Easy addition/removal of users as the organization grows. |
Supports enterprise and large-scale client deployments, licensing/scaling is cited in marketing materials. | |
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Localization Options Support for multiple languages and local regulations. |
Internationalization and localization options referenced, with support for global clients. | |
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Custom Branding of Notifications Ability to brand system notifications with company logos, color palettes, etc. |
Custom branding of notifications is explicitly referenced as available. | |
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API Rate Limits Maximum allowed API calls per hour. |
No information available |
Client Service Experience
(6 Yes /6 Known /8 Possible features)
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Real-Time Status Tracking Clients can monitor request/progress status updates in real time. |
Clients can see real-time service/request statuses in the digital portal. | |
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Advisor Availability Indicators Shows live status of advisor (available, offline, etc.). |
Advisors have status indicators for availability, visible to clients. | |
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Feedback and Rating Tools Allows clients to rate and provide feedback on service. |
No information available | |
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Multilingual Support Allows communications to be provided in multiple languages. |
Supports multiple languages for communication. | |
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24/7 Automated Support Chatbot or helpdesk support available around the clock. |
No information available | |
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Proactive Client Alerts Automatically informs clients of important events or deadlines. |
System pushes alerts for deadlines, compliance requirements, and significant portfolio events. | |
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Accessibility Features Supports accessible communication (screen readers, enlarged text, etc.). |
Accessibility features mentioned for compliance with standards (e.g., screen reader support). | |
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Customizable Notification Preferences Clients set their preferred channel and frequency for updates. |
Notification preferences are set by clients, includes frequency and channel. |
Performance Metrics & Reporting
(5 Yes /5 Known /7 Possible features)
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Response Time Tracking Measures the average time to respond to client inquiries. |
No information available | |
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Message Volume Analytics Tracks the number of messages sent/received. |
undefined Volume analytics for communication is part of reporting/analytics dashboards. |
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SLA Compliance Reporting Reports on meeting Service Level Agreements for communications. |
Reporting on client service levels and response tracking is referenced. | |
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User Activity Dashboards Displays user participation in communications. |
Dashboards display participation trends and advisor/client interaction. | |
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Error/Error Rate Tracking Monitors failed delivery or communication errors. |
No information available | |
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Automated Report Scheduling Automatic generation/distribution of reports. |
Report scheduling (auto reports) for advisors and admins is standard in the portal. | |
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Downloadable Data Allows export of communication logs and reports for offline analysis. |
Export of communication logs and client reports for offline/backup analysis explicitly supported. |
Mobile and Remote Capabilities
(4 Yes /4 Known /5 Possible features)
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Mobile Push Alerts Notifies users via mobile apps. |
Mobile push alerts are referenced in mobile client features. | |
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Fully Responsive Design Interfaces adapt cleanly to all device types and sizes. |
Portal and apps adapt responsively to all device types — desktop, tablet, mobile. | |
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Offline Message Drafting Allows composing communications offline to send later. |
No information available | |
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Remote Access Security Includes additional protections when accessing remotely. |
Robust enterprise security controls are implemented, especially for remote access. | |
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Multi-Device Sync Seamless data sync across desktop, tablet, and mobile. |
Consistent cross-device experience for communication via mobile, tablet, desktop. |
Usability & Adoption Tools
(6 Yes /6 Known /7 Possible features)
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User-Friendly Interface Intuitive design for both advisors and clients. |
User interface is designed for ease of use and quick onboarding for clients/advisors. | |
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Onboarding Tutorials Built-in tutorials guide new users. |
Tutorials and in-app onboarding guidance referenced in product help documentation. | |
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Contextual Help Widgets In-app help guides and tips. |
Contextual help is available across the client and advisor experience within the portal. | |
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Multi-Tiered Support Different levels of support based on user expertise or role. |
No information available | |
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Localization Support for multiple languages and regional formats. |
Extensive localization options referenced in global FactSet product literature. | |
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Training Materials Comprehensive manuals, videos, and reference guides. |
Robust training resources for onboarding and product mastery are available. | |
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Adoption Analytics Monitors usage rates and adoption trends. |
Product reporting and dashboarding tools track user adoption analytics. |
Reliability & Availability
(6 Yes /6 Known /7 Possible features)
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Uptime Guarantee The percentage of time the system is guaranteed to be operational. |
No information available | |
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Disaster Recovery Plans and systems for restoring service after major failure. |
Explicit disaster recovery and redundancy cited for enterprise-critical use. | |
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Automated Backups Regular, automated backups of communication data. |
Regular automated system backups referenced. | |
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Load Balancing Distributes incoming communications for optimal efficiency and reliability. |
Describes load-balanced enterprise architecture for performance/reliability. | |
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System Health Monitoring Automated checks on availability and performance. |
System health and uptime monitoring is standard for SaaS portals. | |
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Geo-Redundancy Uses multiple data centers in different regions for failover. |
Multiple data center locations and geo-redundancy referenced in reliability documentation. | |
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Scheduled Maintenance Notifications Notifies users in advance of planned downtimes. |
Scheduled downtime and maintenance notifications are delivered proactively. |
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