Build a Better Process

Hire an Independent FactSet Consultant

Are you getting the most out of your FactSet subscription?
  1. Build Institutional-Level Processes - Bring in a fresh set of eyes with 20+ years of experience.
  2. Create Better Reporting Dashboards - Employ best practices used at large investment firms.
  3. Find New Features - Connect stock selection with portfolio construction and attribution.
  4. Ease Your Pain Points - Automate the boring stuff and make your business repeatable.
  5. Educate and Train Your Staff - Eliminate silos and reward your staff with more impactful duties.
face pic by Paul Alan Davis, CFA
Updated: April 2, 2021
Hire an expert on an hourly or contract basis to take your FactSet analysis to the next level. Contact me now.

Outline Back Tip Contact

/ factorpad.com / fin / factset-consultant.html

An ad-free and cookie-free website.

Need help with FactSet?

FactSet is a comprehensive tool for investment firms that takes time to master.

The consultants at FactSet are reliable, but many lack experience gained from running billion dollar mutual fund portfolios, as I have.

Could you benefit from this insight and level of FactSet support?

My Experience

Technical experience includes:

My Roles

Below is a list of roles in the Finance and Technology space.



What Does Hourly Consulting Cost?

Depending on the type of work involved, hourly rates range from $50 to $150 per hour for freelance FactSet consulting.

Other considerations include availability, length of contract and the complexity of the project.

It's About Solving Problems

With FactorPad I'm building a real human company solving complex human problems requiring attention to detail, a comfort level with fairly complex math and the highest level of integrity.

I'm based in the Mountain West and I primarily work remotely and meet regularly with clients on Zoom.

I thoroughly enjoy talking with professionals about their investment approach and I am very easy going.

Let's discuss your project today.

Paul Alan Davis, CFA

Related Content

See examples of how to build effective and repeatable quantitative processes.

What's Next?

Learn more about how I can help you build a better investment process by visiting my professional website.

Outline Back Tip Contact

/ factorpad.com / fin / factset-consultant.html

factset developer
factset consultant
factset pa
factset portfolio analysis
factset screening
factset training
factset help
factset support
factset consulting
factset spar
independent factset contractor
factset independent contractor
independent factset consultant
freelance factset consultant

A newly-updated free resource. Connect and refer a friend today.