FactSet a global intelligence and AI solutions provider for financial markets, has expanded its partnership with Scotia Wealth Management, part of the Scotiabank group of companies, to integrate FactSet’s capabilities more deeply into the firm’s advisor and investment platforms.
FactSet’s integrated platform will become a central resource for all research and intelligence needs among advisors, investment professionals and client-facing specialists in all of the divisions of Scotia Wealth Management. The expanded solution combines market data, portfolio analysis watchlists research and more within one interface to help boost advisor productivity and client service.
Unifying Research and Investment Intelligence
Wealth management professionals rely on timely market information, investment research, and portfolio insights to support client recommendations and investment decisions. However, working across disconnected tools and data sources can create additional complexity for advisors and investment teams.
The expanded integration is designed to bring these capabilities together within Scotia Wealth Management’s advisor and investment platforms, helping professionals access relevant information and insights through a more connected technology environment.
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Enhancing the Advisor Experience
The partnership supports Scotia Wealth Management’s ongoing efforts to evolve its advisor technology and provide teams with tools that better support client relationships. By integrating FactSet’s research, market data, and portfolio analysis capabilities, the initiative aims to make investment intelligence more accessible across advisor and investment workflows.
“We’re continually evolving our advisor platform to better support the needs of advisors and clients,” said Todd Barnes, Executive Vice President, Canadian Wealth Management Investment Advisory, Scotia Wealth Management. “Our partnership with FactSet is an important part of that evolution, introducing powerful capabilities that position us to deliver even more value across our business over time.”
Expanding Access to Financial Market Intelligence
FactSet integrates proprietary financial data, client data, third-party data and technology tools to deliver investment research and analysis to financial services firms.
The integration will enable Scotia Wealth Management team members to access them from the channel they already use at work to research, evaluate portfolios and monitor markets. The move also supports how connected data platforms have become an essential part of a wealth management firm’s efforts to simplify its workflows and make investing data more accessible.
Supporting Technology-Enabled Wealth Management
Together they confirmed their commitment to tapping technology to assist financial advisors. The solution aligns with Scotia Wealth Management’s ongoing drive to improve the advisor experience and enable its front-line teams.
For FactSet, the agreement reflects ongoing demand for integrated solutions that connect research, analytics, and market data within wealth management workflows. The companies will continue collaborating to deliver technology capabilities aimed at supporting advisors and providing greater value to clients.
