FactSet Research Management Integration

Factset

DiligenceVault RMS Integration

 

DiligenceVault RMS Integration Increased transparency and trust in every aspect of due diligence and investment decisions

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DIGITAL DILIGENCERESEARCH MANAGEMENT INTEGRATION

The integration of FactSet’s research offerings with DiligenceVault’s digital diligence capabilities delivers on the transparency needs for asset owners and allocators, saving time and enabling deeper analysis of the key facets and changes in investments.

DiligenceVault and Factset integration enables:

  1. Sync contacts, firms, products and tags between DiligenceVault and Factset
  2. Integrated data and documents collected via DiligenceVault in Factset RMS

“We adopted DiligenceVault to efficiently and consistently collect and analyze information sourced directly from our investment partners. And we use Factset to centralize all of our investment research. The integration between the two solutions facilitate reconciling data into FactSet RMS, making the investment research process more efficient and transparent.”

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