FactSet is deploying its modern, flexible Advisor Workstation to BMO Wealth Management professionals across
The implementation equips advisors with FactSet’s industry-leading content and analytics within a comprehensive and intuitive web-based interface that enhances BMO Wealth Management’s broader technology ecosystem to drive advisor productivity and client engagement efforts.
The expanded relationship with BMO represents another significant win in the wealth management sector, and confirms FactSet’s strategy to deliver flexible, robust, and differentiated solutions that power our clients’ digital transformation journeys across their wealth enterprise.
"Our collaboration with BMO demonstrates how FactSet’s solutions enable enterprise-wide digital transformation and reinforces our commitment to the Canadian market," said
“We are pleased to work with FactSet to help drive progress in BMO Wealth Management’s digital transformation journey. Together, BMO Wealth Management’s professionals will be equipped with the technologies to deliver enhanced client engagement and experiences,” said
For more information on FactSet’s wealth solutions, visit: Wealth Management Firms |
About FactSet
FactSet (NYSE:FDS | NASDAQ:FDS) helps the financial community to see more, think bigger, and work better. Our digital platform and enterprise solutions deliver financial data, analytics, and open technology to over 7,000 global clients, including over 180,000 individual users. Clients across the buy-side and sell-side as well as wealth managers, private equity firms and corporations achieve more every day with our comprehensive and connected content, flexible next-generation workflow solutions, and client-centric specialized support. As a member of the S&P500, we are committed to sustainable growth and have repeatedly scored 100 on the
About BMO
Serving customers for 200 years and counting, BMO is a highly diversified financial services provider - the 8th largest bank, by assets, in
Investor Relations:
Kendra Brown
+1 (203) 810-2684
kbrown@factset.com
Media Relations:
Megan Kovach
+1 (512) 736-2795
megan.kovach@factset.com
Source: FactSet Research Systems Inc.
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