List of FactSet Fundamentals Customers
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Since 2010, our global team of researchers has been studying FactSet Fundamentals 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 Fundamentals 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 Fundamentals for Analytics and BI include: Royal Bank of Canada, a Canada based Banking and Financial Services organisation with 96628 employees and revenues of $48.64 billion, Merrill Lynch, a United States based Banking and Financial Services organisation with 40000 employees and revenues of $16.11 billion, Raymond James & Associates, a United States based Banking and Financial Services organisation with 19000 employees and revenues of $12.64 billion, Franklin Templeton, a United States based Banking and Financial Services organisation with 10300 employees and revenues of $7.85 billion and many others.
Contact us if you need a completed and verified list of companies using FactSet Fundamentals, 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 Fundamentals 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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Franklin Templeton | Banking and Financial Services | 10300 | $7.8B | United States | FactSet | FactSet Fundamentals | Analytics and BI | 2017 | n/a |
In 2017, Franklin Templeton configured FactSet Fundamentals to support Equity Research and portfolio analytics within its Wealth Management Technology organization. FactSet Fundamentals was deployed as an Analytics and BI application to provide Fundamentals, Estimates, Total Return, Ratios, Market Data constituent feeds and back office reference data to Equity Research and portfolio valuation workflows.
The deployment focused on integrating FactSet Fundamentals data into analytical pipelines used by equity researchers and portfolio risk managers, with Python-based analysis layered on top for KPI definition and historical trend comparisons. Functional capabilities implemented included fundamentals and estimates ingestion, total return and ratio calculations, constituent-level market data consolidation, and data staging for downstream valuation and reporting.
Integrations were constructed with BarraOne risk analytics for risk metric alignment and with the Franklin system of record using API exports in XML format, enabling automated transfer of Total Risk, Risk Composition metrics, TEV and VaR into the Franklin Data Quality Dashboard. The environment also consumed market data and benchmarks from FactSet and Bloomberg, and used Charles River to reconcile trade and confirmation data during modeling and position verification.
Governance and operationalization emphasized data reconciliation and testing, with offshore and on-site teams coordinating development, creation and review of data mappings, execution of system integration testing, user acceptance testing and production smoke testing. Asset modeling and reconciliation processes included use of BarraOne templates to upload asset models, scheduled batch report runs, review of rejected assets against Franklin accounting and trading records, and daily portfolio monitoring driven by VaR and Tracking Error Volatility metrics.
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Merrill Lynch | Banking and Financial Services | 40000 | $16.1B | United States | FactSet | FactSet Fundamentals | Analytics and BI | 2018 | n/a |
In 2018, Merrill Lynch selected FactSet as its primary market data provider and implemented FactSet Fundamentals to distribute market data feeds and analytics to more than 15,000 wealth advisors. The deployment targeted the finance and wealth management process area in the United States, and the FactSet Fundamentals implementation is positioned within the Analytics and BI category.
Configuration centered on provisioning company fundamentals content, normalized reference data, and standardized financial analytics to support advisor decisioning and client reporting. FactSet Fundamentals was set up to deliver time series fundamentals, entity-level financials, and enriched content for use in both internal reporting and client-facing presentations, aligning feed formats and data models with advisor workflows.
Integrations focused on embedding market data feeds and content into internal and client-facing applications, using feed distribution and API layers to surface FactSet Fundamentals data within advisor platforms and portfolio tools. Operational coverage encompassed Merrill Lynch Wealth Management advisors across the United States, where the implementation supplied consistent market and fundamentals content into advisory, reporting, and portfolio construction workflows.
Governance emphasized centralizing content standardization, feed management, and entitlement controls to ensure consistent analytics across channels. Rollout delivered FactSet Fundamentals content at scale to advisor desktops and client reporting systems, with operational processes adjusted to manage ongoing data refreshes and content distribution.
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Raymond James & Associates | Banking and Financial Services | 19000 | $12.6B | United States | FactSet | FactSet Fundamentals | Analytics and BI | 2022 | n/a |
In 2022 Raymond James & Associates implemented FactSet Fundamentals as its market data and analytics solution for U.S. financial advisors, aligning the deployment with the Analytics and BI category. The engagement positioned FactSet Fundamentals as the primary wealth workstation and analytics provider for thousands of advisors through virtual provisioning of desktop analytics and content feeds.
The implementation emphasized market data and analytics content feeds delivered via FactSet Fundamentals, supporting fundamentals data, security analytics and advisor-facing research workflows consistent with the application’s capabilities. Configuration prioritized advisor workstation access and content delivery rather than institution specific dataset naming, reflecting the announcement focus on market data and analytics feeds.
Operational coverage was concentrated on Raymond James wealth management and advisor desktop workflows across the United States, with virtual deployment enabling remote access for thousands of U.S. financial advisors. The deployment model centralized FactSet content delivery to advisor workstations and integrated analytics into day to day advisory activities without specifying backend system integrations.
Governance included a centralized selection of FactSet as the market data provider and a virtual rollout approach to provision the wealth workstation and analytics at scale. The stated objectives were to streamline advisor workflows and increase remote productivity through FactSet Fundamentals and its analytics and content feeds.
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Banking and Financial Services | 96628 | $48.6B | Canada | FactSet | FactSet Fundamentals | Analytics and BI | 2021 | n/a |
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Buyer Intent: Companies Evaluating FactSet Fundamentals
- Waterman Australia, a Australia based Construction and Real Estate organization with 85 Employees
- FactSet, a United States based Professional Services company with 12886 Employees
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