FactSet Research Systems IncFactSet announced a new AI-driven portfolio analytics tool, expanding its product suite.

FactSet announced the limited release of the FactSet Portfolio Analytics MCP, bringing governed portfolio analytics into conversational and agentic AI workflows. The new tool provides buy-side investment professionals with broader access to pre-calculated performance, attribution and risk insights through natural language interfaces, without rebuilding data pipelines or compromising governance. It serves as an additional distribution method for analytics already in use, delivering audit-ready, book-of-record results inside clients' private LLM environments. The solution includes enterprise-level AI Ready Data, developer support for building proprietary agents, and seamless integration with fundamental and quantitative research. This release builds on FactSet's expanding suite of AI-ready data capabilities, including unstructured data MCP, vectorized data API, Event Hub, and Intelligent Document Service.
FactSet Research Systems IncFactSet announced a new AI-driven portfolio analytics tool, expanding its product suite.