Learn to create dynamic Power BI dashboards with FactSet. Transform data into actionable insights and enhance reporting capabilities effectively.

This essay reviews how to create an effective investment dashboard and highlights the five dashboards that we believe that every private capital firm should have for each of its portfolio companies.

Access world market data, including indices, gainers & losers, volume, economic reports, etc., and compare market performances and countries data. Monitor market data (with Market Watch), and access equity, option and futures quotes and historic prices.

This whitepaper highlights the five dashboards that, from our experience, are essential to managing an investment firm. These dashboards aggregate multiple investments and cash flows to look at risk and return for specific funds and the entire management company.

Advisor Dashboard is an efficiency tool designed to help advisors and firms manage relationships and portfolios at scale. In this recipe, we detail the steps in an Advisor Dashboard implementation.

Seamlessly integrate and analyze analytics from multiple accounts within a single Power BI dashboard using FactSet for enhanced financial insights.

Advisor Dashboard surfaces personalized and actionable insights to help Advisors prioritize and drive client engagement. Available directly within the FactSet workstation and on the go, as a stand-alone web component or API that can enrich your firms CRM portal or existing dashboards.

Use FactSet Wireless Plus to view your FactSet watch lists, current news, and historical price charts on your mobile device. View a wide array of company reports, including but not limited to: Ownership, Deal Activity, Intraday Price Charts, Detailed Price Quotes, and Capitalization.

Leverage FactSet’s suite of APIs to enrich your existing CRM or internal applications with Advisor Dashboard content. Integrate FactSet’s unique content and dynamic reports into your internal wealth portal alongside your portfolio management and trading applications for …

Watch our 30-minute webcast to learn how Advisor Dashboard is uniquely positioned to surface personalized and actionable insights around relevant and impactful portfolio news, key events, AI-powered signals, and client exposures, driving advisor productivity and enhancing client engagement efforts.