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FactSet Integration

Tamarac Reporting allows integration with FactSet, a leading provider of financial information and analytics, to deliver a more seamless, holistic reporting experience for you and your clients.

The integration enables those of you using FactSet to directly access aggregated and reconciled account data from Tamarac Reporting within FactSet, allowing you to generate advanced portfolio analytics reports. We have embedded a data feed into Tamarac Reporting, which automatically uploads data to FactSet on a daily basis—freeing you from having to manually download and upload data from multiple custodians and other sources to create reports in FactSet.

If you use FactSet today, you can leverage FactSet's capabilities to evaluate portfolio performance according to your own unique investment styles, and access multi-manager or fund-of-fund investment approaches. You can also simulate trades before they are executed, and view the portfolio-wide implications of potential security changes.

If you'd like to take advantage of this integration, please contact your FactSet representative, or if you're a new client, please contact Sales@FactSet.com.