About the FactSet Partnership

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Type: Distribution | Integration
Locale: Global

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FactSet Overview

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FactSet is a company that provides software and financial data solutions for investment professionals. The company offers a number of financial services, such as business advisory, data consolidation, market analytics, portfolio data management, and client support and learning. The services are tailored for both sell-side and buy-side individuals working in the capital markets, such as hedge funds, investment bankers, and portfolio managers.

Description of partnership

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FactSet and Tiller are working in partnership to deliver Tiller’s market leading portfolio monitoring capabilities to FactSet’s customer base. Through the partnership and integration, FactSet users can use Tiller’s ‘Construct’ software to:

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• Manage and rebalance investment portfolios
• Ensure suitability and oversight of client portfolios, at scale
• Provide customers with customised portfolios

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How it works

FactSet users have access to:

• Portfolio monitoring: Tiller's market-leading automated drift detection and suitability monitoring tool is now available to all FactSet users. Users can run single portfolio checks in seconds and thousands of portfolios in minutes, utilising the expansive data from within the FactSet platform.
• Portfolio rebalancing: Tiller's portfolio rebalancing capabilities gives FactSet users the ability to quickly and efficiently rebalance portfolios that have breached their constraints at scale.
• Portfolio optimiser: Real-time trade suggestions to optimise portfolios against their chosen set of constraints. Tiller's flexible optimiser allows for any number of user-generated constraints, including capital gains tax allowances (CGT) and ESG factors.
• Portfolio customisation: Users can create entirely customised portfolios whilst maintaining suitability against a set of constraints, typically a model, mandate, or benchmark.

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The partnership combines FactSet’s global reach and distribution might, with the service functionality and product capabilities provided by Tiller.

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Contact details for partners

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Tiller Contact - Jonathan Wauton, Chief Commercial Officer

FactSet Contact – Greg King, Senior Director,Wealth Management Strategy
Website for FactSet: https://www.factset.com/news/factset-announces-integration-of-tiller-technologies-construct-product-into-factset-workstation

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