FactSet

FactSet

FactSet Research Systems
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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Client-centric advisors requiring a solution to improve their client-facing activities, manage assets, and track portfolios

Audience

Investment professionals

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$500 per month
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 4.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5
Read all reviews

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CircleBlack
Founded: 2013
United States
www.circleblack.com

Company Information

FactSet Research Systems
United States
www.factset.com

Alternatives

M2Advisor

M2Advisor

M2Wealth

Alternatives

PriceMetrix

PriceMetrix

McKinsey & Company
Eikon

Eikon

LSEG Data & Analytics
SIMON

SIMON

SIMON Markets
FactSet

FactSet

FactSet Research Systems

Categories

Categories

Investment Management Features

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Integrations

DataParser
Dropbox
Envestnet Portal
Google Drive
Intapp DealCloud
Microsoft Excel
Microsoft Outlook
Microsoft Power Query
MoneyGuidePro
Practifi
Redtail CRM
RightCapital
Riskalyze
Salesforce
TD Ameritrade
Wealthbox

Integrations

DataParser
Dropbox
Envestnet Portal
Google Drive
Intapp DealCloud
Microsoft Excel
Microsoft Outlook
Microsoft Power Query
MoneyGuidePro
Practifi
Redtail CRM
RightCapital
Riskalyze
Salesforce
TD Ameritrade
Wealthbox
Claim CircleBlack and update features and information
Claim CircleBlack and update features and information
Claim FactSet and update features and information
Claim FactSet and update features and information