Waters Rankings 2022: Best reporting system provider—FactSet


With FactSet’s client reporting solutions, users gain efficiency and scalability by automating their reporting processes and seamlessly combining key portfolio analytics with internal data sources to produce high-quality, client-facing reports. The firm’s flagship reporting product, Vermilion Reporting Suite, provides a scalable, efficient way to deliver timely, consistent data to clients.

“Thank you to the readers of WatersTechnology for recognizing FactSet! We strive to offer innovative solutions that make our clients more efficient. Our automated reporting system leverages cutting-edge technology and data integration to help improve the reporting workflow and remove manual work.”
Rob Robie, head of analytics and trading solutions, FactSet

The Solution

FactSet supports the production of a range of reports from portfolio reporting to regulatory reporting, pitchbooks, requests for proposals (RFPs) and internal reports. Key challenges it addresses include minimizing the burden of data integration via automated feeds, enhancing overall data quality with consistency checks, and creating user efficiency with templates and an easy-to-use interface.

Secret Sauce

With FactSet’s reporting solutions, users are able to improve their overall efficiency and scalability by automating their various reporting processes and combining key portfolio analytics with their internal data sources. FactSet offers both self-service and full-service client reporting.

Recent Milestones

  • The new Vermilion Reporting Suite Rest API enables clients to build more custom solutions
  • The Document Management System has improved searching, sorting, filtering, tags and folders to enhance discoverability and organization
  • Data cleanliness is improved with the “delete after days” field that allows users to specify when to purge items from the system

Future Objectives

FactSet’s reporting development roadmap is defined by customer feedback, cross-department discussions and the regulatory changes in the market. It will continue to enhance the Vermilion Reporting Suite interface and its features to make end-users more efficient and outputs more consistent.


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