FactSet provided this large wealth management firm with an end-to-end risk oversight solution that enabled the analytics team to scale evaluation and monitoring across 300,000+ advisor portfolios. FactSet’s multi-asset class analytics and customizable reporting allowed the team to generate detailed risk and exposure reports, identify portfolio misalignments with client risk tolerances, and coach advisors effectively. The scalable platform improved portfolio monitoring, fiduciary adherence, and responsiveness to market changes, significantly enhancing advisor portfolio alignment with client objectives. This enabled deeper, more efficient risk oversight and reporting.

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