White Papers


October 2014  

Changing Firms:
5 Steps For a Smooth Transition
If given the chance to do it over, advisors say they would put more effort into planning their transitions.* What works best for you depends on your needs and goals. Don’t rush it. Explore your options.

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October 2014  

FactSet Wealth Workstation: One Solution. A Wealth of Possibilities
Today’s market environment requires wealth managers to stay on top of changing regulatory procedures and increasingly particular client preferences. Additionally, redundant systems, unreliable data, inflexible reporting, and unresponsive product support are all threats to your process. As the competition grows, advisors who have a reliable data and analytics will be the ones who outperform. Explore the stories of two successful wealth management firms to learn how they stepped up their portfolio analytics, consolidated services to cut costs, and expanded mobile access with a single solution.

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