FactSet helped the wealth management division of a top Canadian bank by providing seamless access to multi-asset class content, analytics, and global market data through integrated data feeds, APIs, and widgets. This enhanced platform supported advisors with consistent, real-time information and powered client portals, improving collaboration and communication. FactSet’s solutions enabled advisors to deliver personalized, data-driven advice more efficiently while maintaining high service levels across the bank’s wealth management services.

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