FactSet, J.P. Morgan Launch Whole Portfolio Distribution Solution for $62.5B AUA
FactSet and J.P. Morgan unveiled the industry’s first Whole Portfolio Distribution solution, powered by Fusion, providing institutional investors a unified view across asset classes, geographies and supporting $62.5 billion in assets under analysis. The fully managed analytics and reporting platform automates data normalization, accelerates time-to-report and reduces operational risk.
1. Solution Launch and Features
On April 29, 2026, FactSet and J.P. Morgan launched the industry’s first Whole Portfolio Distribution solution powered by Fusion, offering institutional investors unified analytics across asset classes and geographies. The fully managed platform automates data normalization, delivers enriched portfolio analytics, and secures transparent distribution into FactSet’s workflows.
2. Workflow Efficiency and Risk Reduction
Historically, fragmented data and manual consolidation delayed insights; this solution streamlines data normalization, analytics generation and automated reporting to accelerate time-to-report. By eliminating manual reconciliations and standardizing inputs, institutional teams can respond faster to market opportunities while reducing operational burden and risk.
3. Strategic Collaboration and AUA Growth
The expanded partnership now supports $62.5 billion in assets under analysis on the Fusion platform, marking a shift from foundational integration to advanced multi-asset class insights. This collaboration enhances FactSet’s positioning in the institutional buy-side segment and creates a potential new revenue stream based on managed analytics services.