FactSet has expanded its partnership with Scotia Wealth Management, part of Scotiabank, to provide broader access to investment research, market data and portfolio analytics across the Canadian wealth management business. Under the expanded agreement, financial advisers, investment professionals and support teams will gain access to FactSet’s unified research and intelligence platform, bringing together investment research, market information, portfolio analysis, watchlists and other resources within a single environment.
The integration is intended to streamline advisers’ access to information, improve investment workflows and support more informed client engagement. The agreement builds on the existing relationship between the two companies and forms part of Scotia Wealth Management’s ongoing investment in its adviser technology infrastructure.
For FactSet, the expanded partnership strengthens its presence in the wealth management sector, where firms are increasingly seeking integrated data and analytics platforms to improve operational efficiency and support investment decision-making.
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