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Leverage the power and intelligence of the FactSet workstation anytime, anywhere

Monitor your latest proprietary security data: 
• Portfolio holdings and watchlist securities are always up to date
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*NOTE* The FactSet app is for subscribers to FactSet only!

*This version of FactSet will be retired soon.*
Please download our newest app "FactSet 3.0" on the app store here: https://apps.apple.com/u

Welcome to FactSet RMS 5.0 

We've redesigned our app to better deliver the information you need while on the go. We'll continue to make updates and add new features as they become available. 

*NOTE*

StreetAccount filters and contextualizes news for the world's leading investment professionals. We scan every possible source for corporate and market news, and then filter and provide proprietary con

The FACTSET EVENTS app is your official mobile companion for all FactSet hosted events. Seamlessly check in and get your badge swiftly upon arrival, stay up to date on the event's agenda and sessions.

Delivering exceptional value and service to investment professionals through innovative solutions and responsive support.

Client Focus

Continuously advancing financial technology through AI, data analytics, and integrated workflow solutions.

Innovation

Fostering teamwork and partnerships that drive success for clients and employees alike.

Collaboration

Maintaining the highest standards of accuracy, reliability, and ethical conduct in all business operations.

Integrity

Pursuing operational excellence and continuous improvement in products, services, and processes.

Excellence

FactSet is a leading provider of integrated financial data and analytical applications to the global investment community. The company serves over 216,000 users across 8,200 client firms with real-time market data, comprehensive analytics, and AI-powered workflow solutions.

CISO at FactSet on Phishing

Ask HN: Bloomberg/FactSet/TradingView/Excel users – what's missing?

Philip Snow

CEO & Director

Sanoke Viswanathan

Incoming CEO (September 2025)

Helen L. Shan

CFO & Executive Vice President

Katherine M. Stepp

CTO & Executive Vice President

Christopher McLoughlin

Chief Legal Officer & Executive Vice President

Robin A. Abrams

Chairwoman of the Board

FactSet Research Systems Inc., trading as FactSet, is an American financial data and software company headquartered in Norwalk, Connecticut, United States. The company provides integrated data and software. For fiscal year 2024, FactSet's total ASV and professional services revenues were $2.2 billion. FactSet's total market value is approximately $17 billion. FactSet provides client support & learning, implementation services, business advisory, data delivery, index services, portfolio data management, and transition services. FactSet's competitors include Bloomberg L.P., LSEG, and S&P Global.

The flagship all-in-one financial data software providing real-time data, robust analytics, and AI-powered tools. Integrates over 800 data sources across asset classes and markets with features including real-time news and quotes, company and portfolio analysis, multi-company comparisons, industry analysis, company screening, portfolio optimization, predictive risk measurements, and fixed-income analytics.

FactSet Workstation

Comprehensive data management solution launched in October 2024 that provides data collection, management, and integration services to financial institutions, streamlining workflows and reducing operational complexity.

Data as a Service (DaaS)

AI-driven solution launched in 2024 that automates the creation of portfolio commentary, helping investment professionals generate insights and narratives more efficiently using advanced language models.

Portfolio Commentary (AI-Powered)

AI-powered tool introduced in 2024 that enhances the analysis of earnings call transcripts, enabling faster extraction of key insights and trends from corporate communications.

Transcript Assistant (AI-Powered)

Cloud-native analytics and decision management platform that achieved over 30% year-over-year ARR growth in each quarter of fiscal 2024. Provides the power of analytics and AI to enable smarter business decisions at scale with open architecture and seamless third-party integrations.

FactSet Platform

Comprehensive real-time data feeds covering global equities, fixed income, derivatives, commodities, and foreign exchange markets with low-latency delivery and extensive market coverage.

Real-Time Market Data Solutions

Advanced performance measurement, attribution, and risk analytics tools for institutional investors, including integration with third-party systems such as Emmi's climate risk analytics.

Portfolio Analytics

FactSet announced the acquisition of LiquidityBook, a provider of cloud-native trading solutions for hedge funds, asset managers, and sell-side firms. The acquisition expands FactSet's capabilities in portfolio, order, and execution management systems and adds connectivity to over 200 brokers and 1,600 trading destinations across 80 markets globally.

FactSet Acquires LiquidityBook for $246.5 Million to Enhance Trading Solutions

FactSet reported first quarter fiscal 2025 results with revenues increasing and continued growth in Annual Subscription Value (ASV). The company demonstrated strong performance across both its Scores and Software segments while maintaining operational efficiency.

FactSet Reports Strong Q1 Fiscal 2025 Results

FactSet announced a joint initiative with J.P. Morgan Securities Services to deliver FactSet's industry-leading performance, reporting, and portfolio analytics solutions through J.P. Morgan's Fusion data management platform, creating an integrated solution for institutional investors.

FactSet and J.P. Morgan Securities Services Announce Strategic Partnership

FactSet announced that Sanoke Viswanathan, a longtime executive at JPMorgan Chase, will succeed Phil Snow as CEO effective September 2025. Snow led FactSet for a decade, more than doubling revenue and delivering strong total shareholder returns, and will remain as a senior advisor through the end of 2025.

FactSet Announces CEO Succession Plan: Sanoke Viswanathan to Succeed Phil Snow

FactSet announced the acquisition of Irwin, an investor relations and capital markets solution for public companies and their advisors. The acquisition builds on a successful partnership integrating Irwin's IR CRM with FactSet Workstation to provide a unified platform for managing investor engagement and corporate access.

FactSet to Acquire Irwin to Strengthen Investor Relations Capabilities

FactSet launched its new Data as a Service (DaaS) solution designed to provide comprehensive data collection, management, and integration services to data management teams at financial institutions, helping reduce operational complexity and improve data workflows.

FactSet Launches Data as a Service to Streamline Data Management

Emmi announced integration of its climate risk data and analytics into FactSet Workstation, Portfolio Analytics suite, Standard Datafeeds, and APIs, enabling investment professionals to incorporate climate considerations into their analysis and decision-making processes.

FactSet Integrates Climate Risk Analytics Through Emmi Partnership

Factset Ph Research Analyst interview and assessment experience

FactSet is terrible

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Factset hiring process

bloomberg

JobsPhilippines

phcareers

ValueInvesting

CorpoChikaPH

PHJobs

FACT II Acquisition Corp.

Aircraft Parts & Auxiliary Equipment, NEC

Howard Wille and Chuck Snyder founded FactSet Research Corporation in New York City, creating a pioneering financial data platform for investment professionals.

Company Founded

Chuck Snyder developed a breakthrough method to download data from FactSet directly into Visicalc, revolutionizing how clients could retrieve and analyze financial data in spreadsheets.

Spreadsheet Integration Breakthrough

FactSet released the Private Database Service, allowing users to store proprietary data and integrate it with FactSet information for custom analysis, significantly expanding analytical capabilities.

Private Database Service Launch

Company headquarters moved from New York City to Greenwich, Connecticut, marking a strategic expansion phase.

Headquarters Relocation

The company changed its name to FactSet Research Systems Inc. in preparation for becoming a public company.

Name Change and IPO Preparation

FactSet began trading on the New York Stock Exchange under the symbol FDS, raising capital to accelerate growth and product development.

Initial Public Offering

FactSet completed the acquisition of the Thomson Fundamentals database, significantly expanding its fundamental data coverage and capabilities.

Thomson Fundamentals Acquisition

FactSet acquired StreetAccount, which provides real-time company updates and market summaries for investment professionals, enhancing real-time intelligence capabilities.

StreetAccount Acquisition

FactSet celebrated 40 years as a company with 38 consecutive years of revenue growth and 22 years of consecutive adjusted EPS growth, demonstrating remarkable business consistency.

40th Anniversary Milestone

FactSet acquired Truvalue Labs, a pioneer in AI-driven ESG data, expanding capabilities in environmental, social, and governance analytics.

Truvalue Labs Acquisition

FactSet joined the S&P 500 index on December 20, 2021, recognizing its position as a leading public company in financial technology.

S&P 500 Inclusion

FactSet acquired CUSIP Global Services for over $1.9 billion, gaining control over the unique identification of over 17 million financial instruments and significantly expanding market data capabilities.

CUSIP Global Services Acquisition

FactSet announced the acquisition of Irwin, an investor relations and capital markets solution, building on a successful partnership to provide unified IR management capabilities.

Irwin Acquisition

FactSet launched its new Data as a Service (DaaS) solution to streamline data collection, management, and integration for financial institutions, expanding its service offerings.

Data as a Service Launch

FactSet acquired LiquidityBook, a provider of cloud-based portfolio, order, and execution management systems, for $246.5 million to enhance trading solutions and expand capabilities in middle office operations.

LiquidityBook Acquisition

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AI phone answering, appointment scheduling, and quote generation

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