FactSet and J.P. Morgan launched the Whole Portfolio Distribution solution, a fully managed analytics and reporting platform powered by J.P. Morgan’s Fusion technology and delivered through FactSet’s data and workflow layer.
The platform offers institutional investors a unified, real‑time view of their entire portfolio across multiple asset classes, geographies, and data sources, automating data normalization, analytics generation, and distribution to reduce manual reconciliation time and lower operational risk.
The partnership leverages J.P. Morgan’s $62.5 billion in assets under analysis on Fusion, expanding FactSet’s footprint in the institutional buy‑side market and aligning with its focus on AI‑enabled, workflow‑streamlining products that deepen client integration and create higher‑margin, scalable revenue streams.
Rob Robie, Executive Vice President and Head of Institutional Buy Side at FactSet, said: “The launch of Whole Portfolio Distribution through FactSet can be a game changer, delivering unified analytics across public and private assets and eliminating the need for manual reconciliations.” He added: “This expanded collaboration with J.P. Morgan is a significant milestone for FactSet in the Institutional Buy Side space and reinforces our commitment to deliver innovative, workflow‑streamlining solutions for institutional investors globally.”
Jason Mirsky, Global Head of Securities Services Data Solutions at J.P. Morgan, said: “Whole Portfolio Distribution brings the power of J.P. Morgan's service model together with FactSet's advanced analytics, delivering normalized, modeled, and enriched data from Fusion directly into clients' workflows, so they can move from data wrangling to decision‑making with confidence.”
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