Highly Commended Front Office Solution
FactSet
Highly Commended Front Office Solution
TJ Jetnil, CFA
global director, wealth management & banking specialist sales, FactSet
We’re proud to be highly commended for our Front Office Solution. As wealth managers in APAC look to scale personalisation and deepen client engagement, FactSet brings together portfolio intelligence, research, and CRM workflows into a single, integrated advisor experience.
By embedding real-time data and actionable insights directly into the tools advisors use every day, we help teams work more efficiently and engage clients with greater relevance.
Our open, modular platform allows firms to modernise at their own pace while delivering more connected, effective, and personalised experiences across the wealth lifecycle.
A word from the judges...
“FactSet earns Highly Commended Front Office Solution recognition for its strong contribution to modernising front-office capabilities across Asia’s private banking and wealth management sector. Its platform addresses a core industry challenge in APAC — fragmented advisor workflows — by unifying key functions such as prospecting, portfolio monitoring, research distribution and reporting within a single, connected environment,” said Audrey Raj, editor of Asian Private Banker.
“A notable strength lies in FactSet’s ability to embed data, analytics and insights directly into the tools advisors already use, including CRM systems and digital collaboration platforms. This reduces friction, enhances usability and supports more informed, timely decision-making in client interactions. The platform’s lifecycle-based design further ensures continuity across the client journey, from onboarding through to ongoing engagement.
“With a growing regional client base and continued investment in cloud and AI-ready capabilities, FactSet is well positioned to support wealth managers as they scale personalised, data-driven advisory services in an increasingly competitive and digital-first landscape.”
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