NewsStocksSUBSCRIBE Partners with FactSet to Deliver End-to-End Private Markets Solution for Institutional Investors and Wealth Managers

SUBSCRIBE Partners with FactSet to Deliver End-to-End Private Markets Solution for Institutional Investors and Wealth Managers

Author: Globalfintechseries·

Key Takeaways

  • •SUBSCRIBE has announced a strategic partnership that integrates its private markets workflow and data solution into FactSet's platform for institutional investors and wealth managers.
  • •FactSet clients will gain digitalized private fund onboarding, subscription processing, and centralized post-trade investment reporting within a single environment alongside public market analytics.
  • •SUBSCRIBE CEO Rafay Farooqui described the collaboration as a continuation of the company's mission to rebuild the infrastructure and data layers required for managing private market fund investments.
  • •SUBSCRIBE currently supports more than $6 trillion in private market assets and a network of over 55,000 financial advisors across 1,200 wealth management firms.
  • •The partnership extends SUBSCRIBE's reach to FactSet's more than 8,600 global clients and 219,000 individual users through alternative investment tools embedded in existing research and analytics workflows.
SUBSCRIBE Partners with FactSet to Deliver End-to-End Private Markets Solution for Institutional Investors and Wealth Managers

SUBSCRIBE, the global fintech company behind a leading enterprise operating system for alternative investments, has announced a strategic partnership with FactSet, a leading global provider of data and AI solutions to the financial markets. The collaboration integrates SUBSCRIBE's private markets workflow and data solution into FactSet's platform for trusted data, research, analytics, and advisor and client intelligence, creating an end-to-end private markets experience for institutional investors and wealth managers.

Through the integration, FactSet's clients gain seamless investor onboarding to private funds, digitalized fund subscriptions, and centralized post-trade investment reporting. Investors can manage, analyze, and monitor private and public investments side by side within a single platform. The integration effectively brings private fund operations into the same environment clients already rely on for public market data and analytics, targeting the infrastructure and data layers at the heart of SUBSCRIBE's mission.

Rafay Farooqui, Founder and CEO of SUBSCRIBE, framed the partnership as an extension of the company's core mission. “Our goal has always been to rebuild the critical infrastructure and data layers required for managing private market fund investments,” he said. “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.”

Greg King, Senior Director and Head of Wealth Management at FactSet, said the integration is intended to give clients greater clarity across the total portfolio. “This partnership creates meaningful value for our clients, streamlining and synthesizing data for greater visibility into private market portfolios,” King said. “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.” His remarks tie the partnership to the continued growth of capital moving into alternative investments and the case for portfolio visibility that spans both public and private holdings.

SUBSCRIBE currently serves both institutional investment and wealth management firms, supporting more than $6 trillion in private market assets for leading institutional investors and alternative asset managers, alongside a network of more than 55,000 financial advisors across 1,200 wealth management firms. The partnership extends SUBSCRIBE's reach to FactSet's more than 8,600 global clients and 219,000 individual users, equipping them with alternative investment workflow tools embedded directly into their existing research, analytics, and investment processes.