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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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