Rockefeller Capital Management Leverages FactSet to Drive Advisor Productivity and Recruitment
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
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
For more information on FactSet’s wealth management solutions, visit: Wealth Management Firms |
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