List of FactSet Advisor Dashboard Customers
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Since 2010, our global team of researchers has been studying FactSet Advisor Dashboard customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased FactSet Advisor Dashboard for Analytics and BI from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using FactSet Advisor Dashboard for Analytics and BI include: RBC Wealth Management, a Canada based Banking and Financial Services organisation with 96165 employees and revenues of $40.41 billion, BMO Wealth Management, a United States based Banking and Financial Services organisation with 500 employees and revenues of $5.20 billion and many others.
Contact us if you need a completed and verified list of companies using FactSet Advisor Dashboard, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The FactSet Advisor Dashboard customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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BMO Wealth Management | Banking and Financial Services | 500 | $5.2B | United States | FactSet | FactSet Advisor Dashboard | Analytics and BI | 2023 | n/a |
In 2023, BMO Wealth Management deployed FactSet Advisor Dashboard as part of a FactSet engagement that designated FactSet as the division's primary market data provider. FactSet Advisor Dashboard is an Analytics and BI solution delivering FactSet content and analytics through FactSet's Advisor Workstation platform, and the deployment targets BMO Wealth Management professionals across Canada.
The implementation emphasizes a comprehensive, intuitive web based interface that consolidates market data, research content, and analytics into advisor workflows. Functional capabilities implemented include industry content distribution, analytics visualization, and advisor productivity tooling that support client reporting and engagement workflows.
The rollout integrates the FactSet Advisor Dashboard with BMO's broader technology ecosystem, enhancing advisor desktop workflows and unified data access across the wealth management organization. Operational coverage centers on advisory and client engagement functions within BMO Wealth Management, aligning market data and analytics with front office and operations processes.
Governance and operational oversight were aligned with wealth management operations leadership, with executive commentary framing the deployment as a means to enhance communication, efficiency, and the advisor experience. The source discloses expected improvements in client engagement and advisor productivity, no specific costs, metrics, or implementation risks were provided.
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RBC Wealth Management | Banking and Financial Services | 96165 | $40.4B | Canada | FactSet | FactSet Advisor Dashboard | Analytics and BI | 2021 | n/a |
In 2021, RBC Wealth Management began virtual deployment of FactSet Advisor Dashboard as part of a multi-year agreement with FactSet that designated FactSet as the primary market data and technology provider for the firm’s wealth management organization. The deployment started in early 2021 and targeted more than 8,000 wealth management professionals across Canada and the United States, combining web and digital solutions under a single program scope.
FactSet Advisor Dashboard and FactSet’s web-based workstation were implemented alongside a suite of content sets, including the StreetAccount news service and Dow Jones Newswires, providing Analytics and BI capabilities for advisor workflows. The Advisor Dashboard was configured to surface personalized insights and to present a holistic view of each advisor’s entire client base, linking relevant news and events to individual client portfolios to support client engagement and portfolio conversation workflows.
Integration work explicitly used APIs to embed FactSet content and services into RBC’s internal applications and client portals, creating an integrated data and content layer between FactSet services and advisor-facing systems. The agreement positioned FactSet to deliver enterprise-wide solutions across the wealth management workflow, aligning market data feeds, news content, and advisor analytics in a consistent architecture for advisor desktop and portal experiences.
Governance and rollout were structured as a staged, virtual deployment under a multi-year contract, starting with Canada and the United States and expanding across the wealth organization. Outcomes called out in the program included driving improved client engagement and improving communication and efficiency to drive better results for customers, as articulated by the vendor and RBC leadership.
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