The acquisition builds on a recent successful partnership that integrates Irwin’s award-winning investor relations (IR) CRM with the FactSet Workstation to equip IR professionals with a unified ...

Within the FactSet Workstation, advisors can now create and share CapIntel’s digital, compliant, and personalized proposals for a seamless workflow and user experience. FactSet’s thorough ...

The company believes that the integration of generative AI will radically improve the experience for most FactSet workstation users. They are also working on various pilot projects that are ...

FactSet is deploying its modern, flexible Advisor Workstation to BMO Wealth Management professionals across Canada to support its digital transformation objectives. The implementation equips advisors ...