Filot and FactSet Announce Strategic Partnership

Filot and FactSet have entered into a strategic go-to-market partnership, bringing together two products purpose-built for institutional investment research into a single, harmonious workflow for enterprise sell-side teams.

Why This Partnership Matters

Sell-side equity research teams operate under relentless pressure - broader coverage universes, faster turnaround expectations, and clients who demand deeper analysis. The tools they rely on need to work together seamlessly, not create more friction.

FactSet is the data backbone that sell-side research teams trust. Its financial datasets, entity concordance, and screening capabilities are embedded in the daily workflow of analysts across the industry. Filot is the AI-powered modeling engine that takes that data and turns it into institutional-grade financial models - complete with earnings updates, coverage initiations, and firm-specific formatting - in minutes.

Together, these products create something neither could deliver alone: a unified workflow where analysts move from data to finished model without switching contexts, reformatting outputs, or reconciling sources.

Going to Market Together

This is not a loose integration. Filot and FactSet are jointly positioning their products as complementary solutions for enterprise sell-side research operations. For firms evaluating how to modernize their research workflows, the partnership offers a clear path: keep the data infrastructure you trust, add the AI modeling layer your team needs, and have both work together out of the box.

The combined offering is designed for research departments looking to expand coverage without expanding headcount, accelerate earnings season workflows, and deliver consistent, auditable models across the team.

What This Means for Research Teams

• Seamless data flow. FactSet's financial data feeds directly into Filot's modeling engine - no manual exports, no copy-paste, no reconciliation
• Consistent quality at scale. Filot's Style Guides ensure every model matches the firm's standards, powered by FactSet's institutional-grade data
• Faster time to publish. From earnings release to updated model to client deliverable - the entire pipeline accelerates when the tools talk to each other

"FactSet is infrastructure that sell-side research teams depend on every day. Going to market together means we can offer research departments a complete solution - trusted data and AI-powered modeling that accelerate investment research."

• Bjorn Birkelund, Co-Founder & CEO, Filot