---
canonical: "https://www.softatlas.io/factset/products/factset-portfolio-management-and-trading"
name: "FactSet Portfolio Management and Trading"
provider: "FactSet"
category: "Industry Software / Financial Services Software / Wealth & Asset Management Software"
review_count: 0
format: "CORE_PRODUCT"
ai_powered: false
website: "https://www.factset.com/solutions/portfolio-management-and-trading"
updated: "2026-11-02"
---

# FactSet Portfolio Management and Trading

By [FactSet](/factset.md)

Order and execution management software that supports portfolio construction, rebalancing, compliance checks and trading for buy-side firms.

## Features
- Manage orders from portfolio managers to traders
- Route and execute trades across brokers
- Rebalance portfolios to target models
- Run pre-trade and post-trade compliance checks
- Monitor positions and cash in real time

## Built for
OPERATIONS

Source: https://www.softatlas.io/factset/products/factset-portfolio-management-and-trading