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FactSet

Name: FactSet
Price: Contact for Pricing USD
Author: FactSet Research Systems Inc.

Backed By FactSet Research Systems Inc.

Use this AI to access financial data and analytics for investment professionals.

Data & Analytics

Overview

FactSet is a financial data and analytics platform offering portfolio analytics, screening, risk measurement, and market news via robust APIs for integration.

Use Cases

Performance and risk measurement

Attribution and exposure analytics

Company and security data

Multi-asset class support

APIs for data integration

Custom reporting

Top Integrations

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API

Product Info

Deployment Method

API-basedSaaS

Model Type

Closed Source

Support

Pricing

Custom Enterprise Subscription

$45,000

FactSet Workstation platform access

Alternates Research On The Product

Top Features

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Multi-asset class content and data (equities, fixed income, commodities, etc.)

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Real-time and historical price data

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Investment Research (Company/Security Data, Filings, Transcripts, Estimates)

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Portfolio Analytics (Performance, Risk, Attribution)

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Screening and Alerting Tools

Strengths

Ease of use and clear UI for equity research
Comprehensive, centralized financial data (historical, real-time) in one place
Excellent 24/7 customer support, responsive account representatives
Smooth Excel integration and user-friendly add-in
Robust portfolio analytics, risk models, and screening tools
Document search functionality and AI earnings summaries

Weaknesses

Potential data inaccuracies or outdated information for less-covered segments like private companies.
Lagging behind competitors in some AI-driven features (though actively addressing this with FactSet Mercury).
UI/UX clunkiness and difficulty navigating its massive toolset.
Some users report slow turnaround on new feature requests despite generally good support.
High, non-transparent pricing that is prone to negotiation risks.

Reviews From The Web

Real user experiences from across different platforms

Ease of use, FactSet Workstation essentially has everything in a single place if you are doing Equity Research. The layout is very simple therefore it cuts out all the unnecessary stuff and get to what you need to do your work. The customer support team is wonderful and operates 24/7.

Yi L.

2025-06-19

Recommendations

Institutional finance firms requiring a comprehensive, multi-asset data and analytics platform for mission-critical workflows

ive, multi-asset data and analytics platform for mission-critical workflows.

Organizations prioritizing data depth, connectivity, and customization over simple, low-cost solutions

y, and customization over simple, low-cost solutions.

Individual or retail investors (FactSet primarily serves institutional clients)

serves institutional clients)

Startups or small financial firms where the high, non-transparent cost would be prohibitive

non-transparent cost would be prohibitive

Final Verdict

Providing connected, comprehensive financial data and next-generation AI-powered analytical tools on an open, flexible platform to help institutional investment professionals make smarter decisions and streamline complex workflows.

Best For

•Institutional finance firms requiring a comprehensive, multi-asset data and analytics platform for mission-critical workflows.
•Organizations prioritizing data depth, connectivity, and customization over simple, low-cost solutions.
•Equity research analysts and portfolio managers who need centralized access to a massive trove of financial data, filings, and transcripts.
•Firms that use Excel heavily and require robust integration/modeling capabilities.

Watch Out For

•Inability to negotiate the high enterprise cost
•Reliance on highly accurate private company data for core business functions
•A complete inability to handle a complex UI/UX.
•Potential data inaccuracies or outdated information for less-covered segments like private companies.

High, custom pricing model (average cost around $45,000 annually per internal data) Can be challenging to navigate due to extensive tools/complexity Perceived slow performance or lag by some users User interface of stock monitor needs improvement (e.g., cannot easily clone setup/fields) Occasional connection issues/bugs reported Data for private companies can be unreliable or outdated

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