FactSet supports SCIM provisioning, but it is gated behind higher-tier enterprise plans. Stepwork automates FactSet provisioning with 98% accuracy — no API required.
SCIM exists but entitlement-heavy. Complexity Vector: Access ties to products and licenses.
In financial data platforms, provisioning is only part of the challenge when entitlements are complex. FactSet supports SAML and SCIM, but keeping access aligned to licenses and products is operationally heavy, which is why teams use Stepwork to automate FactSet flows with 98% accuracy without needing an API.
FactSet supports SAML sign-on. Stepwork authenticates through your existing identity provider — the same way your employees do.
FactSet supports SCIM provisioning, but it is gated behind higher-tier enterprise plans. Many teams don't need a full enterprise upgrade just for provisioning — Stepwork provides SCIM-like automation on any plan.
Stepwork automates FactSet provisioning through interface automation — the same way a human would, but with 98% accuracy and no API required. Record the flow once, and Stepwork runs it on demand or on a schedule.
Yes. Stepwork authenticates to FactSet through your existing identity provider (Okta, Microsoft Entra ID, 1Password, etc.) and completes MFA natively — including OTP, passkeys, and push notifications. No separate credentials or service accounts are needed.
See how Stepwork provisions users in FactSet with 98% accuracy — in a 15-minute demo.
Book a DemoThe primary risk is scim and sso setup overhead.. Additional risks include complex entitlements, user-to-product mapping, multi-app access drift.. Stepwork eliminates these risks by automating the entire provisioning workflow.
No. Stepwork completes MFA exactly like a human user — supporting OTP, passkeys, push notifications, and other methods. It signs in through your existing identity provider via SAML, mirroring your organization's security posture.