FactSet delivers superior analytics, service, content, and technology to help investment professionals see and seize opportunity sooner. Leverage the power and intelligence of FactSet anytime, anywhere. Truvalue for Excel allows users to pull Truvalue's SASB and SDG data sets directly into Excel.

Mar 22, 2021 · Incorporate financial news, data and more into your day-to-day investment lifecycle. Centralize your workflow and promote collaboration with access to FactSet’s industry-leading financial data and news within Microsoft Teams.

FactSet delivers superior analytics, service, content, and technology to help investment professionals see and seize opportunity sooner. Receive and share FactSet's industry-leading content whenever and wherever you are in Microsoft

Prepare for client meetings using the FactSet connector to access key company information in a custom branded, presentation ready PDF. Stay on top of relevant news and events for companies of interest and highlight important topics to drive your discussion with FactSet Signals.

This add-in works in: Excel 2016 or later on Mac, Excel 2016 or later on Windows, Excel on the web. You can launch any add-in within Office Online. Click here for step by step instructions.

Seamlessly access FactSet’s data and analytics while collaborating with colleagues in your most used environment: Microsoft Office. Create and enhance models with content from FactSet’s numerous datasets to get a comprehensive overview of companies, institutions, investors and more in Microsoft PowerPoint, Word, and Excel applications.

Access FactSet news and data directly within Microsoft Teams to streamline your workflow and easily share critical information. Identify your next deal or investment decision with access to public and private company data, ownership summaries, news, and more.

In this tutorial, you'll learn how to integrate FactSet with Microsoft Entra ID. When you integrate FactSet with Microsoft Entra ID, you can: Control in Microsoft Entra ID who has access to FactSet URLs via the Federation. Enable your users to be automatically signed-in to FactSet with their Microsoft Entra accounts.

Leverage the power and intelligence of FactSet anytime, anywhere. Receive and share FactSet’s industry-leading content whenever and wherever you are in Microsoft Teams, Outlook or Microsoft 365.

Sep 16, 2024 · Use the FactSet DataParser from 17a-4 LLC to import and archive data from the FactSet platform to user mailboxes in your Microsoft 365 organization. The DataParser includes a FactSet connector that's configured to capture items from a third-party data source and import those items to Microsoft 365.