FactSet Integrations

Dynamo brings together all the essential tools for alternative investment management into one adaptable platform. Our modules are built on a unified technology stack, creating a centralized and automated solution for private equity, venture capital, real estate, infrastructure, hedge funds, endowments, pensions, foundations, prime brokers, fund of funds, family offices, and fund administrators. By automating manual tasks with customizable dashboards, workflows, and reporting, Dynamo reduces your operational load. This frees up your team to focus on the insights and relationships that drive success. Our experienced Client Services and Support team is dedicated to ensuring you achieve lasting excellence, helping you tailor the platform to your unique business needs. This commitment to client success is a core part of what sets Dynamo apart.

Orbit is an advanced financial intelligence platform powered by artificial intelligence, specifically engineered to transform both unstructured and structured financial information into accurate, clear, and scalable insights. It integrates a cutting-edge AI Studio with a vast collection of millions of documents pertaining to thousands of companies worldwide, streamlining workflow automation and simplifying complex research tasks. By utilizing sophisticated AI models in conjunction with pre-built analytical tools, Orbit bolsters functions such as competitor intelligence, due diligence, risk management, earnings assessment, investment analysis, and ESG reviews, enabling extensive and detailed analysis. The platform's adaptable architecture includes various elements, such as Orbit Insight to support informed decision-making, AI-enhanced knowledge repositories for vast financial information, and tools designed to effectively standardize and manage a wide range of data sources. Users enjoy features like semantic search capabilities, automated data extraction, the development of customized knowledge bases, and the launch of analytical agents, which provide a holistic approach to financial examination. Furthermore, Orbit is designed with user experience in mind, ensuring accessibility for professionals across all expertise levels, from novices to seasoned experts, making it a valuable asset in the financial landscape.

Claude for Financial Services transforms the landscape of institutional finance by fusing advanced AI technologies with a strong financial data infrastructure and high-level security within a unified intelligence framework. This solution for financial analysis adeptly connects essential data sources, such as S&P Global, Daloopa, and various internal systems, all within a single platform, ensuring that every data point can be traced back to its original source for instant validation and full transparency. Prioritizing privacy, the system guarantees that your data inputs and outputs will not be utilized to train the underlying models by default. Additionally, the platform is equipped with user-friendly onboarding processes and MCP-based connectors, which support seamless implementation across various sectors, including banking, insurance, asset management, and fintech. With its built-in workflows and smart search capabilities, teams can effectively manage complex financial operations on a large scale, enabling them to verify information swiftly across multiple sources, thereby reducing errors and allowing for in-depth analyses in just minutes rather than hours. This groundbreaking methodology not only boosts productivity but also equips financial professionals with the tools they need to make quicker and more informed decisions. As a result, firms can maintain a competitive edge in a rapidly evolving financial landscape.

Power Query offers an intuitive approach for connecting to, extracting, transforming, and loading data from various origins. Functioning as a powerful engine for data manipulation, it boasts a graphical interface that makes the data retrieval process straightforward, alongside a Power Query Editor for applying any necessary modifications. Its adaptability allows for integration across a wide array of products and services, with the data storage location being dictated by the particular application of Power Query. This tool streamlines the extract, transform, and load (ETL) processes, catering to users' diverse data requirements. With Microsoft's Data Connectivity and Data Preparation technology, accessing and managing data from hundreds of sources is made simple in a user-friendly, no-code framework. Power Query supports a wide range of data sources through built-in connectors, generic interfaces such as REST APIs, ODBC, OLE, DB, and OData, and it even provides a Power Query SDK for developing custom connectors to meet specific needs. This level of flexibility enhances Power Query's value, making it an essential resource for data professionals aiming to optimize their workflows and improve efficiency. As such, it empowers users to focus on deriving insights from their data rather than getting bogged down by the complexities of data handling.

Organizations that are governed by regulations need to ensure they document online meetings and collaborative materials for compliance, legal obligations, and knowledge retention. DataParser is recognized as the leading solution for extracting data from various platforms, including Microsoft Teams, Slack, Cisco, and Zoom. It integrates effortlessly with over 12 archival systems, such as Microsoft 365, Google, and Veritas, preserving the original platform’s appearance while keeping crucial metadata and the chain of custody intact. Serving as an independent middleware solution, DataParser proficiently captures chats, documents, and databases into any designated archive. The resulting files are structured in EML format, with chat messages organized into threaded conversations for ease of understanding. Furthermore, it includes comprehensive integration with Active Directory, facilitating efficient collection and allowing for customizable output filters. Users can keep the source data in its initial format, and the output options offer direct SMTP delivery to an archive, transmission to a selected mailbox, or designation of a file location. In addition, DataParser works with all major archiving technologies, including Microsoft 365 via third-party data endpoints, making it an adaptable option for the data management requirements of organizations. This capability empowers organizations to modify their data collection approaches to successfully navigate changing compliance standards, ensuring they remain ahead of regulatory demands.

Discover, secure, and capitalize on new business prospects through an integrated system designed for deal and relationship management. Leverage and unify the collective intelligence within your organization with a specialized platform that focuses on enhancing these aspects. Intapp DealCloud transcends traditional CRM capabilities by serving as a dependable single source of truth that supports teams in building stronger relationships, accurately tracking and forecasting their sales pipelines, and accelerating their execution processes. With AI-driven features and a targeted approach, DealCloud promotes enhanced performance, fostering significant growth. Nurture and sustain your networking connections to identify high-quality opportunities while developing a solid pipeline informed by cohesive insights from both your firm and the broader market landscape. Optimize your team's productivity and alleviate frustrations through automated workflows and intelligent solutions powered by AI. Provide your team with the necessary tools to effectively execute strategies and secure more business swiftly. By utilizing Intapp DealCloud, you empower your organization's growth and unlock its full potential, creating an environment that not only boosts operational efficiency but also encourages a culture of collaboration and innovative thinking throughout the firm. This comprehensive approach ultimately lays the groundwork for sustained success and adaptability in a dynamic business environment.

AWS Data Exchange is a comprehensive service that simplifies the process for users to find, subscribe to, and leverage third-party data within the cloud environment. With an impressive catalog that boasts over 3,500 datasets from more than 300 providers, it accommodates various data formats, including files, tables, and APIs. By centralizing third-party data subscriptions, this platform enhances data procurement and governance processes, allowing users to transition existing subscriptions effortlessly without added costs. To ensure secure and compliant data handling, AWS Data Exchange seamlessly integrates with AWS Identity and Access Management (IAM) and provides strong encryption for data both at rest and in transit. Subscribers can swiftly integrate their subscribed data into AWS environments, which is particularly beneficial for a variety of analytics and machine learning projects. Moreover, the service offers diverse data delivery methods, including direct access to datasets housed in the Amazon S3 buckets of data providers, allowing users to utilize these files with AWS services like Amazon Athena and Amazon EMR. This integration not only streamlines workflows but also empowers organizations to effectively tap into the vast potential of third-party data for their operational needs. As businesses increasingly rely on data-driven decisions, AWS Data Exchange emerges as a pivotal resource in maximizing insights from external data sources.

From the first inquiry to the final data presentation, Macrobond significantly improves the research process by streamlining data management, advanced analysis, visualization, and reporting into a seamless workflow. By leveraging a well-organized and searchable repository of over 2,400 global financial and economic resources, users can consolidate their efforts effectively; they can perform analyses directly within the platform using integrated calculation and comparison tools, eliminating the need for data exports. Immediate visualization of results is achievable with customizable charting options that communicate insights clearly, and users can create polished, up-to-date reports that are ready to be shared. Macrobond's all-encompassing platform not only simplifies each phase of research but also accelerates the path to valuable insights while ensuring consistency and accuracy throughout projects. This enables teams to respond swiftly and make quicker, data-driven decisions. Additionally, the integrated nature of the platform allows users to invest their time in uncovering significant insights rather than getting bogged down in the mechanics of data handling.

Endex represents a groundbreaking AI application tailored for Excel, aimed at revolutionizing financial modeling and data analysis through the incorporation of advanced language models directly into spreadsheets. By providing citations for every output, it ensures that all calculations and narratives maintain a level of traceability and transparency. The custom-designed language models are adept at understanding complex accounting practices, reconciling varied data sources, and interpreting financial graphics, while Endex seamlessly integrates internal documents, external databases, and trusted public information from platforms such as CapIQ, FactSet, and SEC filings into a single, searchable interface. Among its standout features are AI-assisted tracking of cell references, in-line citations for easier navigation, customizable formatting options, and templates that can refresh with new information across the organization. Furthermore, the integration of Deep Research brings contextual insights right into your workbook, bolstered by verified resources, and Endex’s adaptive "memories" learn to synchronize with your unique styles and workflows, thus further enhancing the user experience. This remarkable combination of features positions Endex as a vital tool for finance professionals who strive for both efficiency and precision in their analyses, making it a must-have in today’s fast-paced financial landscape. Consequently, utilizing Endex can significantly elevate the quality and reliability of financial reporting and decision-making processes.

Fintech Sandbox functions as a nonprofit entity that provides emerging fintech companies with free access to crucial data, APIs, and infrastructure via its data access residency initiative. Aimed at startups typically in the bootstrap phase or those that have achieved Series A funding, this program enables them to apply for datasets from over 40 providers across diverse industries like capital markets, weather, and news, all at no charge for up to six months, without requiring any fees or equity stakes. Since the program's launch, over 400 startups globally have participated, gaining access to data that might otherwise be prohibitively expensive, thus allowing them to refine and expand their product offerings without significant obstacles. The initiative supports both structured and unstructured data streams, increasing its adaptability for various applications. Beyond providing data, Fintech Sandbox also nurtures a strong network that includes investors, tech companies, financial institutions, data suppliers, accelerators, and more. This community-oriented approach plays a crucial role in fostering collaboration and resource sharing among participants. Ultimately, the mission of Fintech Sandbox is to dismantle barriers to fintech innovation, turning data from a potential challenge into an essential asset that enables startups to flourish in a competitive environment. By empowering these startups, the initiative not only enhances their prospects but also contributes to a more vibrant ecosystem for innovation in financial technology.

ANALEC Resonate is a comprehensive solution crafted for content creation, workflow management, and digital distribution, specifically aimed at teams engaged in investment research and corporate communications. Analysts can generate formatted reports utilizing customizable templates in Microsoft Word and Excel, which include embedded business logic, while also collaborating in real-time via OneDrive and SharePoint. The platform streamlines the handling of approval workflows and ensures detailed audit trails, thereby facilitating effective oversight. Moreover, it automatically fetches charts and data from centralized repositories, implementing compliance measures such as disclaimers and lists of restricted entities. Content is distributable through branded portals or email, complete with readership tracking and delivery analytics to assess audience interaction. To protect intellectual property, the system uses watermarking, unique links, and manages access rights rigorously. Additionally, it complies with multiple regulatory standards across various jurisdictions, such as U.S. FINRA, U.K. FCA, and EU ESMA, while also offering integration capabilities with market data providers. The platform further enhances its functionality by including a built-in repository for both financial and non-financial estimates, making it a versatile tool for users. Ultimately, ANALEC Resonate provides a robust framework that not only streamlines the research and content creation process but also ensures compliance and security across all operations.