Rockefeller Capital Management Leverages FactSet to Drive Advisor Productivity and Recruitment
Sep 8th, 2022 8:00 EST
NORWALK, Conn., Sept. 08, 2022 (GLOBE NEWSWIRE) -- FactSet (NYSE:FDS) (NASDAQ:FDS), a global provider of integrated financial information, analytical applications, and industry-leading services, today announced that Rockefeller Capital Management is utilizing FactSet’s advisor workstations across the enterprise to drive advisor productivity and support the firm’s recruitment efforts.
The agreement provides Rockefeller advisors with access to comprehensive, multi-asset content, robust analytics, and global market data through FactSet’s innovative web and mobile solutions.
The collaboration represents a key milestone as Rockefeller plans to more than double its 450-Advisor and Team Members by leveraging FactSet’s open and flexible technology and enterprise wealth management solutions.
“The FactSet team has been integral to our advisors’ success,” said Mark Alexander, Chief Technology and Operations Officer at Rockefeller. “We are pleased to work together and use FactSet’s market-leading solutions to enhance the advisor experience as we continue to grow.”
FactSet’s research, analytics, and market data integrated with Rockefeller’s internal solutions creates a seamless advisor experience. The integration supports advisors’ productivity and efficiency by delivering tailored and actionable insights to enhance their client engagement efforts.
“Our continued collaboration with Rockefeller is a great example of how FactSet’s enterprise wealth management solutions, combined with our open and flexible technology, provides a robust and differentiating advisor experience,” said Goran Skoko, Executive Vice President, Head of Research and Advisory Solutions at FactSet. “We are proud to serve as the primary market data provider to support Rockefeller in achieving its growth objectives.”
For more information on FactSet’s wealth management solutions, visit: Wealth Management Firms | Wealth Management Software | FactSet.
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