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FactSet and JPMorgan launch whole portfolio distribution solution

April 29, 2026 8:03 AM

FactSet (NYSE: FDS) and JPMorgan announced the launch of Whole Portfolio Distribution, a portfolio analytics and reporting solution available via FactSet and powered by Fusion by JPMorgan, according to a company statement.

The solution provides institutional investors with analytics and reporting across their entire portfolio, spanning multiple asset classes, geographies, and sources. The system automates data normalization, analytics generation, and distribution processes that previously required manual consolidation.

Investment data from JPMorgan Fund Accounting services is processed through Fusion and delivered into FactSet's platform. The collaboration currently supports $62.5 billion in Assets under Analysis on the Fusion platform.

"The launch of Whole Portfolio Distribution through FactSet can be a game changer, delivering unified analytics across public and private assets and eliminating the need for manual reconciliations," said Rob Robie, Executive Vice President and Head of Institutional Buy Side at FactSet.

Jason Mirsky, Global Head of Securities Services Data Solutions at JPMorgan, stated that the solution "brings the power of JPMorgan's service model together with FactSet's advanced analytics, delivering normalized, modeled, and enriched data from Fusion directly into clients' workflows."

FactSet operates across buy-side, sell-side, wealth management, private equity, and corporate sectors, serving more than 9,000 global clients and over 241,000 individual users. The company maintains offices in 19 countries and is a member of the S&P 500.

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