Leverage the power and intelligence of FactSet's Excel add-in anytime, anywhere

Mar 22, 2021 · Easily surface and share consumable snippets of FactSet market data in Teams to help shape investment strategies, spark conversations with colleagues, and facilitate meaningful conversations and pitches in meetings.

FactSet alerts can be customized and delivered directly in Microsoft Teams, ensuring you never miss crucial information with immediate notifications on significant price movements and important news updates, right where you work. FactSet works seamlessly with Copilot for Microsoft 365. Simplify meeting preparation by querying FactSet to gather

Prepare for client meetings using the FactSet connector to access key company information in a custom branded, presentation ready PDF. Stay on top of relevant news and events for companies of interest and highlight important topics to drive your discussion with FactSet Signals.

Create and enhance models with content from FactSet’s numerous datasets to get a comprehensive overview of companies, institutions, investors and more in Microsoft PowerPoint, Word, and Excel applications.

May 30, 2022 · Accelerate your workflow and drive efficiency by creating custom financial models, tables, presentations, and charts in Microsoft Office applications using FactSet content. Easily build reports using over 100 pre-built templates and edit, duplicate, and share them within Office.

Access FactSet news and data directly within Microsoft Teams to streamline your workflow and easily share critical information. Identify your next deal or investment decision with access to public and private company data, ownership summaries, news, and more.

Mar 25, 2024 · In this tutorial, you'll learn how to integrate FactSet with Microsoft Entra ID. When you integrate FactSet with Microsoft Entra ID, you can: Control in Microsoft Entra ID who has …

This add-in works in: Excel 2016 or later on Mac, Excel 2016 or later on Windows, Excel on the web. You can launch any add-in within Office Online. Click here for step by step instructions.

Sep 16, 2024 · Use the FactSet DataParser from 17a-4 LLC to import and archive data from the FactSet platform to user mailboxes in your Microsoft 365 organization. The DataParser …