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A-Team Insight Briefs

Rockefeller Capital Management Up and Running with FactSet Workstations

14 September 2022
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Rockefeller Capital Management is using FactSet advisor workstations across the enterprise to drive advisor productivity. The arrangement provides Rockefeller advisors with access to comprehensive, multi-asset content, robust analytics, and global market data through FactSet’s web and mobile solutions. The collaboration is a milestone for Rockefeller as it plans to more than double its 450 advisor and team members by using FactSet’s open and flexible technology and enterprise wealth management solutions.

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Related content

WEBINAR

Recorded Webinar: Navigating a Complex World: Best Data Practices in Sanctions Screening

As rising geopolitical uncertainty prompts an intensification in the complexity and volume of global economic and financial sanctions, banks and financial institutions are faced with a daunting set of new compliance challenges. The risk of inadvertently engaging with sanctioned securities has never been higher and the penalties for doing so are harsh. Traditional sanctions screening...

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05 November 2025
Data Management Insight RegTech Insight
BLOG

Private Markets Growth Exposes Asset Servicing’s Infrastructure Gap

By Toby Glaysher, Chairman, FINBOURNE. Asset servicers face a paradox: winning business in the industry’s fastest-growing segment whilst discovering that growth erodes rather than enhances profitability. Private markets represent both strategic opportunity and operational crisis, exposing fundamental limitations in infrastructure built for a different era. When growth creates problems The expansion into private credit, infrastructure...

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06 February 2026
Data Management Insight
EVENT

RegTech Summit New York

Now in its 9th year, the RegTech Summit in New York will bring together the RegTech ecosystem to explore how the North American capital markets financial industry can leverage technology to drive innovation, cut costs and support regulatory change.

19 November 2026
RegTech Insight
GUIDE

RegTech Suppliers Guide 2019

Welcome to our brand new RegTech Suppliers Guide. This unique guide provides detailed data profiles on close to 100 suppliers in the RegTech world, offering you an unrivalled selection of solutions for your most pressing financial regulatory challenges. The aim of the A-Team’s RegTech Suppliers Guide is to steer you through this complex marketplace, offering...

04 April 2019
Data Management Insight RegTech Insight