List of FactSet Portware Customers
FactSet
45 Glover Avenue 7th Floor,
Norwalk, 6850, CT,
United States
Norwalk, 6850, CT,
United States
1 203-810-1000
Professional Services
12886
$2.3B
Since 2010, our global team of researchers has been studying FactSet Portware 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 Portware for Trading Platform 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 Portware for Trading Platform include: RBC Capital Markets, a Canada based Banking and Financial Services organisation with 7000 employees and revenues of $8.17 billion, Income Insurance, a Singapore based Insurance organisation with 8400 employees and revenues of $4.59 billion, RBC Dominion Securities, a Canada based Banking and Financial Services organisation with 6000 employees and revenues of $1.20 billion and many others.
Contact us if you need a completed and verified list of companies using FactSet Portware, 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 Portware 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!
Apply Filters For Customers
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
|---|---|---|---|---|---|---|---|---|---|---|---|
 |
Income Insurance | Insurance | 8400 | $4.6B | Singapore | FactSet | FactSet Portware | Trading Platform | 2015 | n/a |
In 2015, Income Insurance implemented FactSet Portware as its core trading platform to support institutional trading and front office workflows. The deployment targeted Trading Platform capabilities to manage order lifecycle, execution management, compliance controls, and trade reporting for the insurer's investment operations.
The FactSet Portware implementation emphasized functional modules common to a Trading Platform, including order and execution management, trade blotter and trade lifecycle processing, pre trade compliance controls, settlement instruction handling, and reference data governance. Reference data and securities coverage reflected existing departmental needs, with support for equities, fixed income, swaps, FX accounts, currencies, portfolios, benchmarks, brokers commission schedules, exchange settlement calendars, and corporate actions.
Project governance and rollout were executed from Investment IT and Reference Data teams, with Project Support activities that included authoring RFP inputs, coordinating vendor sessions, performing gap analysis, and configuring system parameters. User access and operational controls were administered across related systems, the team reviewed and maintained access matrices for Bloomberg, Factset, Omgeo, Private I, Portia and SWIFT, and coordinated the implementation alongside initiatives such as a Data Warehouse build and the rollout of Thomson Reuters DataScope Select Corporate Action Module onto PORTIA. The team also developed automated reports to flag price anomalies and position breaks, which were delivered as part of the broader operational stabilization effort.
|
 |
RBC Capital Markets | Banking and Financial Services | 7000 | $8.2B | Canada | FactSet | FactSet Portware | Trading Platform | 2013 | n/a |
In 2013, RBC Capital Markets implemented FactSet Portware as its Trading Platform to support front-office trade execution and day-to-day trading operations in Toronto, Canada. The deployment was operated alongside ongoing Fidessa and GBOI CTAC support activities reported in the same operational window, indicating coordinated front-office and back-office tooling for trade lifecycle workflows.
FactSet Portware was configured to provide core order management and trade routing capabilities common to Trading Platform deployments, with operational responsibilities including daily trader issue resolution, end of day reporting, and weekend maintenance. Operational automation and scripting were applied to routine tasks, and business historical queries were executed against Sybase to support trade reconciliation and audit workflows.
The implementation integrated system monitoring through ITRS and managed software releases via svn, while client connectivity leveraged FIX connections for external counterparties. FactSet Portware operations were delivered in concert with Fidessa CTAC for EOD reporting and GBOI support, reflecting a multi-application trading operations stack.
Operational governance included structured release management processes, designation of escalation responsibilities such as the RBC FINRA OATS escalation point, and a standing remit for RFB tasks and system monitoring. Support coverage spanned trading desks and back-office functions, with release orchestration and runbook driven maintenance practices documented as part of the ongoing operational model.
|
 |
RBC Dominion Securities | Banking and Financial Services | 6000 | $1.2B | Canada | FactSet | FactSet Portware | Trading Platform | 2019 | n/a |
In 2019, RBC Dominion Securities implemented FactSet Portware as a Trading Platform. The FactSet Portware deployment was positioned to support front-office trade execution, portfolio analysis, and adviser-facing servicing at the firm, with operational presence noted in the Winnipeg, MB office.
FactSet Portware was configured to support order management and trade capture, execution workflows, portfolio analysis and comparison, rebalancing routines, and integrated research access consistent with Trading Platform functionality. The implementation emphasized execution and settlement tracking alongside compliance controls to ensure adherence to industry and company regulations, with users executing and following up on client trades through the platform.
Operational usage included FactSet Portware alongside Excel and PowerPoint for reporting, and alongside trade and post-trade systems referenced in staff experience such as Tradelink, Thomson One, Broadridge and FundServ, which supported execution, reporting and settlement workflows. The deployment impacted client servicing teams, advisors, trading desk personnel and operations staff, aligning front-office execution with middle and back-office settlement processes.
Governance and workflow adjustments focused on standardized trade servicing processes, professional handling of incoming client and advisor communications, and explicit follow up on trade settlement and delivery to meet regulatory and internal requirements. FactSet Portware was used as the central Trading Platform to orchestrate trade activity, portfolio rebalancing and settlement coordination across the impacted business functions.
|
Showing 1 to 3 of 3 entries
Buyer Intent: Companies Evaluating FactSet Portware
ARTW Buyer Intent uncovers actionable customer signals, identifying software buyers actively evaluating FactSet Portware. Gain ongoing access to real-time prospects and uncover hidden opportunities. Companies Actively Evaluating FactSet Portware for Trading Platform include:
- Researchware, a United States based Professional Services organization with 25 Employees
- Schonfeld, a United States based Banking and Financial Services company with 620 Employees
- Greyspark Partners, a Hong Kong based Professional Services organization with 25 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
| Logo | Company | Industry | Employees | Revenue | Country | Evaluated | ||
|---|---|---|---|---|---|---|---|---|
| No data found | ||||||||
FAQ - APPS RUN THE WORLD FactSet Portware Coverage
FactSet Portware is a Trading Platform solution from FactSet.
Companies worldwide use FactSet Portware, from small firms to large enterprises across 21+ industries.
Organizations such as RBC Capital Markets, Income Insurance and RBC Dominion Securities are recorded users of
FactSet Portware for Trading Platform.
Companies using FactSet Portware are most concentrated in Banking and Financial Services and Insurance, with adoption spanning over 21 industries.
Companies using FactSet Portware are most concentrated in Canada and Singapore, with adoption tracked across 195 countries worldwide. This global distribution highlights the popularity of FactSet Portware across Americas, EMEA, and APAC.
Companies using FactSet Portware range from small businesses with 0-100 employees - 0%, to mid-sized firms with 101-1,000 employees - 0%, large organizations with 1,001-10,000 employees - 100%, and global enterprises with 10,000+ employees - 0%.
Customers of FactSet Portware include firms across all revenue levels — from $0-100M, to $101M-$1B, $1B-$10B, and $10B+ global corporations.
Contact APPS RUN THE WORLD to access the full verified FactSet Portware customer database with detailed Firmographics such as industry, geography, revenue, and employee breakdowns as well as key decision makers in charge of Trading Platform.