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SUBSCRIBE and FactSet Partner on End-to-End Private Markets Platform

October 6, 2026, 14:16Source: PR Newswire

Fintech company SUBSCRIBE has entered a strategic partnership with FactSet to bring private markets workflow and data tools into FactSet's platform. According to the companies, the integration covers investor onboarding, fund subscriptions and post-trade reporting for institutional investors and wealth managers.

Key points
  • SUBSCRIBE and FactSet announced a strategic partnership on October 6, 2026.
  • SUBSCRIBE's private markets workflow and data solution is integrated into FactSet's platform.
  • Features include private fund onboarding, digitalized subscriptions and centralized post-trade reporting.
  • The partnership extends SUBSCRIBE's reach to FactSet's more than 8,600 global clients and 219,000 individual users.
  • SUBSCRIBE says it supports over $6 trillion in private market assets.

What the integration covers

SUBSCRIBE describes itself as a global fintech company providing the enterprise operating system for alternative investments. Under the partnership, announced on October 6, 2026, its private markets workflow and data solution is built into FactSet's platform for data, research, analytics, and advisor and client intelligence. FactSet is listed on the NYSE and NASDAQ under the ticker FDS.

According to the announcement, FactSet's clients get three main capabilities:

  • Seamless investor onboarding to private funds
  • Digitalized fund subscriptions
  • Centralized post-trade investment reporting

The stated aim is to let investors manage, analyze and monitor private and public investments side by side within a single platform.

What the companies say

Rafay Farooqui, Founder and CEO of SUBSCRIBE, said: "Our goal has always been to rebuild the critical infrastructure and data layers required for managing private market fund investments." He described FactSet as one of the leading providers of portfolio performance, risk analytics and reporting software for the investment and wealth management industries, and said the two companies can deliver a "truly superior end-to-end experience" to institutional and wealth management investors at scale.

Greg King, Senior Director and Head of Wealth Management at FactSet, said the partnership "creates meaningful value for our clients, streamlining and synthesizing data for greater visibility into private market portfolios." He added that as inflows to alternative investments continue to grow, the integrated offering is positioned to deliver value across the total portfolio, including both public and private investments.

Scale and reach

SUBSCRIBE says it currently serves both institutional investment and wealth management firms. It reports supporting over $6 trillion in private market assets for institutional investors and alternative asset managers, as well as more than 55,000 financial advisors across 1200 wealth management firms.

The partnership extends the company's reach to FactSet's more than 8,600 global clients and 219,000 individual users. These users receive alternative investment workflow tools embedded directly into their existing research, analytics and investment processes, according to the announcement.

What it means for investors and advisors

For FactSet users, the main change is that private fund tasks such as onboarding, subscriptions and reporting can be handled inside the platform they already use for research and analytics, rather than in separate systems. SUBSCRIBE says its technology supports pre-trade, trade and post-trade fund workflows, and the partnership brings that scope to a much larger client base.

The announcement does not give pricing, rollout timing or availability details for the integrated offering. Further information is available on the websites of both companies.

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