SUBSCIRBE Partners with FactSet to Deliver End-to-End Private Markets Solution for Institutional Investors and Wealth Managers
FactSet (FDS) has partnered with SUBSCRIBE to integrate private-market investment workflows into its platform for institutional investors and wealth managers.
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Rhea-AI Summary
FactSet (FDS) has partnered with SUBSCRIBE to integrate private-market investment workflows into its platform for institutional investors and wealth managers. The integration provides private-fund investor onboarding, digital fund subscriptions and centralized post-trade reporting. Clients can manage, analyze and monitor private and public investments within a single platform. The partnership extends SUBSCRIBE's reach to FactSet's more than 8,600 global clients and 219,000 individual users.
Key Figures
- Private market assets supported
- Over $6 trillion
- SUBSCRIBE platform scale
- Financial advisors
- More than 55,000 financial advisors
- Across wealth management firms served by SUBSCRIBE
- Wealth management firms
- 1200 firms
- Served by SUBSCRIBE
- FactSet global clients
- More than 8,600 clients
- Potential reach stated for the partnership
- FactSet individual users
- 219,000 individual users
- Potential reach stated for the partnership
AI-generated analysis. How Rhea-AI works. Not financial advice.
Integration streamlines investor onboarding to private funds, digitalizes fund subscriptions, and centralizes investment reporting for institutional investors wealth managers
The integration provides FactSet's clients with seamless investor onboarding to private funds, digitalized fund subscriptions, and centralized post-trade investment reporting, enabling investors to manage, analyze, and monitor private and public investments side by side within a single platform.
"Our goal has always been to rebuild the critical infrastructure and data layers required for managing private market fund investments," said Rafay Farooqui, Founder and CEO of SUBSCRIBE. "FactSet is one of the investment and wealth management industries' leading providers of portfolio performance, risk analytics, and reporting software. Together, we can deliver a truly superior end-to-end experience to institutional and wealth management investors at scale."
"This partnership creates meaningful value for our clients, streamlining and synthesizing data for greater visibility into private market portfolios," said Greg King, Senior Director and Head of Wealth Management at FactSet. "As inflows to alternative investments continue to grow, our integrated offering with SUBSCRIBE is uniquely positioned to deliver value across the total portfolio, including both public and private investments."
SUBSCRIBE currently serves both institutional investment and wealth management firms, supporting over
For more information, visit www.subscribeplatform.com or www.factset.com.
About SUBSCRIBE
SUBSCRIBE is a fintech company digitally transforming the landscape of alternative investments for alternative asset managers, institutional investors, wealth managers, law firms, and fund administrators. Our platform technology modernizes the archaic infrastructure of private fund investments by delivering a central operating system — catering to every role within the investment process empowering them to connect any fund, any investor, anywhere in the world on a single platform. SUBSCRIBE supports over
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