FactSet’s AI-driven platform advances with new integrations and strategic partnerships

FactSet enhances its global financial data ecosystem through innovative AI solutions, strategic collaborations, and expanded analytics, reinforcing its position as a leader in fintech innovation for institutional clients.

FactSet continues to solidify its position as a leading provider of comprehensive digital platforms within the financial technology sector. Serving a broad global client base, the company integrates proprietary financial data with third-party sources, enhancing enterprise workflows through advanced artificial intelligence and machine learning technologies. FactSet’s platform consolidates diverse datasets across multiple asset classes, including equity, fixed income, and alternative investments, providing a unified framework for operational oversight and analytical tasks. This integration supports extensive functionality, from data extraction and visualization to scenario simulation and automated workflow management, all designed to optimise operational efficiency and decision-making in financial and corporate environments.

The company’s emphasis on AI-driven solutions is underscored by its ongoing innovation initiatives. Recent efforts include the launch of IntelligentCross JumpStart, developed in collaboration with Jefferies. This integration connects buy-side execution systems directly with Jefferies’ algorithmic liquidity, streamlining trading workflows and enabling institutional investors to access low-touch broker liquidity more efficiently. Additionally, FactSet has enhanced its fixed income capabilities by incorporating MarketAxess’ AI-powered CP+ data into its Workstation platform, delivering real-time bond pricing insights that improve the accuracy and immediacy of decision-making in bond markets. Beyond these, partnerships with AI innovators such as CredCore and Hebbia further illustrate FactSet’s commitment to integrating cutting-edge technology into its offerings, facilitating faster deal evaluations in debt capital markets and advancing AI-driven financial research respectively.

FactSet’s Intelligent Platform initiative marks a significant step towards embedding conversational AI across its product suite. The integration of the FactSet Mercury knowledge engine aims to transform client interactions with data by improving discoverability and streamlining workflows, thereby boosting productivity for buy- and sell-side professionals. Furthermore, the company has expanded its relationship with Axioma, enhancing multi-asset class analytics, performance monitoring, and risk management tools. This strengthens FactSet’s competitive edge in offering sophisticated enterprise risk solutions that support complex portfolio construction and comprehensive asset analysis.

Operating on a global scale, FactSet maintains a presence in multiple countries, ensuring consistent service delivery for large enterprises, wealth managers, and private equity firms navigating complex regulatory environments. The platform’s flexible infrastructure supports scalability, allowing organisations to expand functionalities and integrate new data sources as their operational requirements evolve. Robust security protocols, including data encryption and compliance frameworks, underpin FactSet’s commitment to protecting sensitive financial information while supporting regulatory adherence. Complementing these technical features, the company provides extensive client training and support resources to facilitate smooth adoption and maximise platform utility.

Sustainability considerations also form part of FactSet’s operational ethos, with efforts focused on energy efficiency and responsible resource management aligning with broader industry standards for environmental responsibility. Continuous platform updates and research and development initiatives ensure the platform remains at the forefront of technological advancement, adapting to emerging market demands and evolving analytical needs.

With first quarter fiscal 2026 results due in December, FactSet’s consistent innovation and strategic partnerships underscore its role as a pivotal contributor to financial technology. By delivering integrated, AI-powered enterprise solutions that enhance workflow efficiency, data quality, and analytical capabilities, the company continues to support diverse financial institutions in operating effectively within today’s dynamic markets.

📌 Reference Map:

• ^[1] Kalkine Media – Paragraphs 1, 4, 5, 6, 7, 8
• ^[2] FactSet Investor Relations – Paragraph 2
• ^[3] FactSet Investor Relations – Paragraph 2
• ^[4] PR Newswire – Paragraph 2
• ^[5] Business Wire – Paragraph 2
• ^[6] FactSet Investor Relations – Paragraph 3
• ^[7] FactSet Investor Relations – Paragraph 3

Source: Noah Wire Services

Noah Fact Check Pro

The draft above was created using the information available at the time the story first
emerged. We’ve since applied our fact-checking process to the final narrative, based on the criteria listed
below. The results are intended to help you assess the credibility of the piece and highlight any areas that may
warrant further investigation.

Freshness check

Score:
10

Notes:
The narrative is based on a press release dated September 25, 2025, announcing the launch of IntelligentCross JumpStart within FactSet’s Portware EMS. ([investor.factset.com](https://investor.factset.com/news-releases/news-release-details/factsets-portware-and-jefferies-first-launch-intelligentcross?utm_source=openai)) This press release is the earliest known publication of this information, indicating high freshness. The press release format typically warrants a high freshness score due to its direct and timely dissemination of new information.

Quotes check

Score:
10

Notes:
The direct quotes from Rob Robie, Executive Vice President and Head of Institutional Buy Side at FactSet, and Jason Siegendorf, Senior Director, Head of Trading Analytics at Harris | Oakmark, are unique to this press release. No identical quotes appear in earlier material, suggesting originality and exclusivity.

Source reliability

Score:
10

Notes:
The narrative originates from a press release issued by FactSet, a reputable global financial digital platform and enterprise solutions provider. The press release is hosted on FactSet’s official investor relations website, indicating a direct and authoritative source. ([investor.factset.com](https://investor.factset.com/news-releases/news-release-details/factsets-portware-and-jefferies-first-launch-intelligentcross?utm_source=openai))

Plausability check

Score:
10

Notes:
The claims regarding the integration of IntelligentCross’ JumpStart functionality into FactSet’s Portware EMS are corroborated by multiple reputable sources, including the press release from FactSet and coverage by other financial news outlets. ([investor.factset.com](https://investor.factset.com/news-releases/news-release-details/factsets-portware-and-jefferies-first-launch-intelligentcross?utm_source=openai)) The narrative’s language and tone are consistent with corporate press releases, and the content is relevant and specific, lacking excessive or off-topic detail.

Overall assessment

Verdict (FAIL, OPEN, PASS): PASS

Confidence (LOW, MEDIUM, HIGH): HIGH

Summary:
The narrative is a recent press release from FactSet, announcing the integration of IntelligentCross’ JumpStart functionality into its Portware EMS. The content is original, with unique quotes and no evidence of recycled material. The source is reliable, and the claims are plausible, supported by multiple reputable outlets. The language and tone are appropriate for a corporate press release, and the content is specific and relevant. Therefore, the overall assessment is a PASS with high confidence.