FactSet Integrations

Power Query makes it easy to connect, extract and transform data from a variety of sources. Power Query is a data preparation and transformation engine. Power Query includes a graphical interface to retrieve data from sources, and a Power Query Editor to apply transformations. The destination where the data will be stored is determined by where Power Query was installed. Power Query allows you to perform the extraction, transform, load (ETL), processing of data. Microsoft's Data Connectivity and Data Preparation technology allows you to seamlessly access data from hundreds of sources and modify it to your requirements. It is easy to use and engage with, and requires no code. Power Query supports hundreds data sources with built in connectors and generic interfaces (such REST APIs and ODBC, OLE and DB) as well as the Power Query SDK for creating your own connectors.

OnePlace Risk & Compliance provides risk and compliance professionals with the tools they need to evaluate new business, quickly onboard clients, and manage risk throughout their client lifecycle. OnePlace Risk & Compliance consists of four interoperable products: Intapp Intake Conflicts Terms and Walls. It is a key component in Intapp OnePlace. This solution connects all firm management solutions, including Intapp Intake, Conflicts Terms, Terms and Walls. OnePlace Risk & Compliance allows firms to seamlessly onboard new business and manage risk. The solution allows you to ensure that new work meets regulatory requirements and accurately captures the true cost of engagements. It also helps you meet client requirements while increasing profitability. OnePlace Risk & Compliance allows your firm to quickly accept new clients and reduce the time it takes to take them onboard. It also cuts down on conflicts review by half.

Next-generation technology that will help you grow your business while maintaining strong client relationships. Intapp CRM offers a seamless experience from sourcing to origination and execution. This will help you win new clients, improve client outcomes, nurture relationships, and increase your firm's growth. OnePlace Marketing & Business Development provides marketing professionals with the tools they need in order to create effective pitches and campaigns and track the ROI of their efforts. It also helps them improve firm reputation and optimize client retention strategies. With minimal input, you'll have access to the most recent and relevant information about your firm. Your existing clients are the best source of new business opportunities. However, it can be difficult to identify white space, which expertise to highlight and who in your firm is best equipped to deliver a pitch that works. OnePlace Marketing & Business Development can help you build client relationships by helping you understand the top clients' initiatives.

All regulated organizations must capture online meetings and collaborative content for compliance, legal, and knowledge management. The DataParser is the best tool to capture from various platforms such as Microsoft Teams, Slack and Cisco. The DataParser interfaces to over 12 different archival platforms, including Microsoft's 365 and Google. The DataParser preserves and maintains the original platform's look and feel, as well as the metadata and chain-of-custody. DataParser is an independent middleware solution that captures chats, documents, and databases into any archive. Output files can be saved in EML format and chats can be threaded into conversations. Integration with Active Directory is possible for both collection and output filters. Ability to keep Source data in their original formats. Output options include direct SMTP to an archive, delivery via a mailbox, and/or to a file location. All major archiving technologies supported, including Microsoft's 365 via a third-party data endpoint.