FactSet Announces Expanded Partnership with Scotia Wealth Management
Key Highlights
- ➤FactSet (FDS) expands partnership with Scotia Wealth Management
- ➤Scotia advisors gain FactSet research, market data, and portfolio analysis tools
- ➤Scotiabank reports approximately $1.5 trillion in assets as of July 31, 2026
Expert Statements
Todd Barnes, Executive Vice President, Canadian Wealth Management Investment Advisory, Scotia Wealth Management
“We're continually evolving our advisor platform to better support the needs of advisors and clients.”
Todd Barnes, Executive Vice President, Canadian Wealth Management Investment Advisory, Scotia Wealth Management
“Our partnership with FactSet is an important part of that evolution, introducing powerful capabilities that position us to deliver even more value across our business over time.”
Goran Skoko, Chief Revenue Officer, FactSet
“Scotia Wealth Management sets a high bar for how technology can enable advisors, and we are proud to meet it.”
Goran Skoko, Chief Revenue Officer, FactSet
“This expansion reflects the strength of a partnership built on trust, performance, and a shared belief that advisors deserve the very best tools available.”
Goran Skoko, Chief Revenue Officer, FactSet
“We look forward to continuing to deliver on that promise together.”
NORWALK, Conn., Oct. 08, 2026 (GLOBE NEWSWIRE) -- FactSet (NYSE: FDS | NASDAQ: FDS), a leading global intelligence and AI solutions provider to the financial markets, today announced an expansion of its partnership with Scotia Wealth Management, part of the Scotiabank group of companies. The expansion will further integrate FactSet's capabilities into Scotia Wealth Management's advisor and investment platforms, supporting its commitment to enhancing the advisor experience and helping teams deliver greater value for clients.
Advisors, investment professionals, and support team members across Scotia Wealth Management, will have access to FactSet's unified research and intelligence platform, bringing together investment research, market data, portfolio analysis, watchlists, and other resources in one place.
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