- Visibility33
- Citations4
- Sentiment79
- Site quality73
- AI readiness14
AI assistants name FactSet in 33.3% of answers, much more often than the typical company in its sector, which appears in 3.3% of answers. FactSet has an overall score of 40 out of 100, ranking 372nd of 2,047 companies. Its website passes 2 of 14 technical checks for AI tool readiness.
We asked 15 unbranded questions about the finance market: none named FactSet. AI assistants named it in 20 of 60 answers (33.3%). The typical finance company is named in 3.3% of answers. By how often it is named, FactSet ranks 12 of 205 in its sector.
Every dot is a company in the study. Hover one to see it; click to open its report.
This companySame sectorEvery other companyNever named
Five parts, each scored out of 100.
How often AI assistants name the company
How often AI uses the company's own website as a source
How positively AI describes the company
How well built the website's own pages are
How easily AI tools can read and use the website
Visibility is calculated from the answers on this page. How the score is built.
205 companies in this sector. The line on each bar is the typical company.
An answer that names the company
“Portfolio analytics platforms vs. investment research tools—what are the key differences and use cases?”
While both portfolio analytics platforms and investment research tools are crucial for informed decision-making in the financial world, they serve distinct purposes and cater to different stages of the investment process. Understanding their key differences and use cases is essential for investors and financial professionals.
Here's a breakdown:
Portfolio Analytics Platforms
Key Focus: Understanding, measuring, and optimizing the performance and risk of existing or proposed portfolios. It's about looking backward at what has happened and forward at how to improve existing …
The AI’s answer as we received it, shortened and not checked for accuracy.
How the mentions in these answers were split between this company and its rivals
Answers naming it, out of answers received
What this website publishes for an AI agent to read, use and buy from, on a scale of six levels.
- 0
- 1
- 2
- 3
- 4
- 5
Level 1: Basic web presence. Two of robots.txt, a sitemap and Link headers are in place.
- Content Signals
Show every check, for your technical teamHide the checks
- study: 92.0%robots.txtPassed
A valid robots.txt with crawl rules at the site root.
- study: 86.8%SitemapPassed
An XML sitemap listing the pages, ideally referenced from robots.txt.
- study: 0.3%Link headersNot met
Send Link headers such as rel="api-catalog" or rel="describedby" on the homepage.
- study: 5.5%DNS for AI DiscoveryNot present
Advertise agent endpoints with SVCB records under _agents.
- study: 1.9%Markdown negotiationNot met
Return a markdown version when asked with Accept: text/markdown, for example at the CDN.
- study: 25.1%llms.txtNot met
Publish an llms.txt with a short summary and the key links.
- study: 93.4%AI bot rulesPartly met
Add explicit robots.txt groups for the main AI crawlers.
- study: 1.4%Content SignalsNot met
Add a Content-Signal line for search, ai-input and ai-train to robots.txt.
- study: 0.2%Web Bot AuthNot present
Only relevant if you run your own agents or crawlers: publish a signing key directory.
- study: 0.3%API CatalogNot met
List public APIs in a linkset at /.well-known/api-catalog.
- study: 11.8%OAuth discoveryNot met
Publish OpenID Connect or OAuth server metadata under /.well-known.
- study: 10.3%OAuth Protected ResourceNot met
Serve protected resource metadata at /.well-known/oauth-protected-resource.
- study: 0.0%auth.mdNot met
Publish an auth.md describing how agents sign in.
- study: 0.2%MCP Server CardNot met
Offer an MCP server and publish its server card under /.well-known.
- study: 0.1%A2A Agent CardNot met
Publish an agent card at /.well-known/agent-card.json.
- study: 0.2%Agent SkillsNot met
Publish a skills index with the main tasks agents can do.
- study: 33.7%WebMCPCould not check
Register key actions such as search or cart as WebMCP tools.
- study: 0.1%ARD manifestNot met
Publish an ai-catalog.json listing every agent interface.
Score 25 of 100 · 97% of checks could run · checked on October 5, 2026 · www.factset.com · 2,047 companies scanned
2 of 14 passed. This list is for your technical team. The percentage is how many companies in the study pass each check.
These 14 checks ran during the audit and are what the AI readiness part of the overall score counts. The scan above ran later and is stricter on Link headers and Markdown, so a check can pass here and not there.
Show the 14 checksHide them
- Passedrobots.txt publishedstudy: 85.0%
- PassedXML sitemapstudy: 73.2%
- Not metHTTP Link headers (RFC 8288)study: 29.0%
- Not metMarkdown content negotiationstudy: 8.3%
- Not metllms.txt publishedstudy: 21.7%
- Not metToken budget (page weight)study: 95.2%
- Not metExplicit AI bot rulesstudy: 13.0%
- Not metAPI Catalog (.well-known/api-catalog)study: 0.2%
- Not metOAuth Authorization Server discoverystudy: 10.1%
- Not metOAuth Protected Resource discoverystudy: 9.3%
- Not metMCP Server Cardstudy: 0.0%
- Not metA2A Agent Cardstudy: 0.0%
- Not metWebMCP toolsstudy: 4.2%
- Not metAgent Skills declaredstudy: 0.0%
This website sets no rules for any AI crawler by name, like 84% of the websites whose rules we could read. Every AI crawler follows its general rules.
- GPTBotallowed
- ClaudeBotallowed
- Anthropic-AIallowed
- Google-Extendedallowed
- Applebot-Extendedallowed
- Meta-ExternalAgentallowed
- FacebookBotallowed
- Bytespiderallowed
- CCBotallowed
- Diffbotallowed
- Omgilibotallowed
- OAI-SearchBotallowed
- Claude-SearchBotallowed
- PerplexityBotallowed
- Applebotallowed
- Amazonbotallowed
- YouBotallowed
- ChatGPT-Userallowed
- Claude-Userallowed
- Perplexity-Userallowed
- DuckAssistBotallowed
- MistralAI-Userallowed
Read from the website’s own rules file (robots.txt). An asterisk marks a crawler the file names. The rest follow its general rules. “Partly” means only some pages are blocked.
How many times each website was listed as a source in these answers
In the study as S&P 500.
- How can I troubleshoot slow loading of market data dashboards on an integrated analytics platform?
- Portfolio analytics platforms vs. investment research tools—what are the key differences and use cases?
- How do institutional investors use market analytics platforms for whole portfolio analysis?
- Are there affordable financial data platforms that still offer advanced analytics for wealth advisors?
- How much do AI-powered financial analytics platforms typically cost for small asset management firms?
- What are common pricing models for premium financial data and market analytics platforms in the US?
- What are the best financial data platforms for hedge funds looking for portfolio analytics and market insights?
- What features are essential in financial data solutions for private market insights?
- Why might financial analytics software generate inaccurate portfolio performance reports?
- Which financial analytics solutions offer integrated tools useful for wealth advisors in the US?
- Is a premium financial data and analytics platform worth the investment for asset managers?
- How does an AI-powered financial analytics platform compare to traditional market data solutions?
- What alternatives exist to enterprise-level financial analytics platforms for portfolio managers?
- What should corporations consider when subscribing to a financial data platform with advanced analytics?
- What are some non-traditional solutions for accessing integrated market data and portfolio analytics in the US?
Columns, left to right: OpenAI, Claude, Perplexity, Gemini. The AI assistants often disagree. Across the study, on 40% of the questions where a company is named, only one of the four names it.
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<a href="https://aeo-audit.rezolve.com/us/factset.com"><img src="https://aeo-audit.rezolve.com/us/badges/factset.com.svg" alt="Overall score 40 of 100, US AI Visibility Study 2026" width="280" height="64"></a>