Experian Account & Portfolio Management vs. FactSet Workstation

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Experian Account & Portfolio Management
Score 8.4 out of 10
N/A
Experian's Account and Portfolio Management solution leverages data, analytics, models and attributes to maintain portfolio stability and drive account profitability.N/A
FactSet Workstation
Score 8.2 out of 10
N/A
The FactSet Workstation is a dynamic platform designed to empower financial professionals with seamless data access, advanced analytics, and technology. Integrating over 800 data sources across asset classes and markets, it consolidates crucial insights and elevates decision-making. Its AI-powered tools include smart search and chat features. The workstation simplifies complex workflows, enabling users to uncover insights quickly and improve collaboration. From research and portfolio…N/A
Pricing
Experian Account & Portfolio ManagementFactSet Workstation
Editions & Modules
No answers on this topic
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Offerings
Pricing Offerings
Experian Account & Portfolio ManagementFactSet Workstation
Free Trial
NoYes
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoYes
Entry-level Setup FeeNo setup feeRequired
Additional Details
More Pricing Information
Community Pulse
Experian Account & Portfolio ManagementFactSet Workstation
Features
Experian Account & Portfolio ManagementFactSet Workstation
Financial Research
Comparison of Financial Research features of Product A and Product B
Experian Account & Portfolio Management
-
Ratings
FactSet Workstation
4.2
1 Ratings
51% below category average
Private Company Data00 Ratings1.01 Ratings
Industry-Specific Information00 Ratings3.01 Ratings
Independent Research Access00 Ratings5.01 Ratings
M&A Analysis00 Ratings6.01 Ratings
Macroeconomic News00 Ratings5.01 Ratings
Search Tools00 Ratings5.01 Ratings
Best Alternatives
Experian Account & Portfolio ManagementFactSet Workstation
Small Businesses

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Medium-sized Companies

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S&P Capital IQ
S&P Capital IQ
Score 8.0 out of 10
Enterprises

No answers on this topic

S&P Capital IQ
S&P Capital IQ
Score 8.0 out of 10
All AlternativesView all alternativesView all alternatives
User Ratings
Experian Account & Portfolio ManagementFactSet Workstation
Likelihood to Recommend
9.0
(2 ratings)
6.0
(5 ratings)
Likelihood to Renew
-
(0 ratings)
10.0
(1 ratings)
Usability
-
(0 ratings)
6.0
(1 ratings)
Support Rating
-
(0 ratings)
7.0
(1 ratings)
User Testimonials
Experian Account & Portfolio ManagementFactSet Workstation
Likelihood to Recommend
Experian
It suits well for large clients dealing with lots of data and has robust system of underwriting. There are vast portfolio mix that can be imported from this product and finance companies should have large enough client base to utilise these values
Where It is not well suited, where the client needs more automated capabilities with ready to made recommendations
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FactSet
Often has data where other sources would not have Well suited for large sets of data and analyses on public company data with a lot of public companies, getting the formulas to pull data is very helpful and saves a lot of time. Less appropriate for pulling investor data and co-investment data that PitchBook seems more suited
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Pros
Experian
  • Easy to read credit details
  • Extensive credit details
  • Up to date credit details
  • Alerts are detectable
  • Business connections to link accounts are easily found
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FactSet
  • curating outside in intelligence
  • enabling account plans target addressable market estimation
  • competitors tracking
  • value proposition pitching
  • RFP deal support
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Cons
Experian
  • This product should provide portfolio mix encompassing very dissimilar industries more often
  • Should have some AI/ ML capabilities to segregate high risk portfolios as desired one
  • Reporting and Dashboards can be more user friendly
  • Plug and Play Integration with other tools
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FactSet
  • Faster load time
  • API integration
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Likelihood to Renew
Experian
No answers on this topic
FactSet
The technical support motivates us to continue using FactSet, we will not stop using the advantages that this software offers us.
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Usability
Experian
No answers on this topic
FactSet
FactSet is great because it has a plethora of data, so much so that it is often hard to even find a company that I am looking for. However, sometimes this can make it more difficult than normal because you need to sift through tons of data. The webpage often glitches out.
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Support Rating
Experian
No answers on this topic
FactSet
I think the data delivery could be improved, but it's a good data set.
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Alternatives Considered
Experian
Experian is top notch and what we went with each time! It always delivered and delivered with data. It didn’t leave us making a blind decision. It has vast business reporting. It saved our company time and time again. The data is laid out in a smooth way to follow. It becomes your go to quite instantly
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FactSet
Global Data, AlphaSense, Hoovers, S&P, etc.
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Return on Investment
Experian
  • 5 percent positive impact of total customer attributes
  • 2 percent increase in ROI on acquiring customers
  • 3 percent decrease in default where our segments are used
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FactSet
  • improved time to complete an analysis
  • Often data is incorrect or no source provided
  • Only source we've found to support a rights plan and takeover defense analysis
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ScreenShots

FactSet Workstation Screenshots

Screenshot of PM Hub, which simplifies portfolio management with tools for building, analyzing, and simulating trades for multi-asset class portfolios and exposures. Users can monitor positions in real time with customizable views, ensure compliance, and execute trades through its integration. Link IRN data to foster deeper collaboration between research analysts and portfolio managers.Screenshot of FactSet Internal Research Notes (IRN), which streamlines research with one connected platform. These can be used to organize, share, and analyze everything from market trends to individual securities. Its AI tools help to boost collaboration, enhance workflows, and drive smarter investment decisions.Screenshot of some of the available information which can used to analyze performance, risk, and attribution across multi-asset portfolios. This integrates portfolio, market, and proprietary data into a single platform to streamline workflows, adapt to market changes, and make confident decisions. From stress testing and scenario analysis to AI-driven insights, FactSet provides tools to strengthen portfolio resilience, uncover drivers of performance, and foster collaboration with customizable reports and data sharing.Screenshot of a display of all accounts in one personalized dashboard. Viewers can analyze top positions, spot trends with proprietary signals, and track market-moving events. Access summary stats like total market value and asset allocation across an entire book or by household and strategy.Screenshot of FactSet’s proprietary news, which delivers real-time, focused market insights across regions like the U.S., Canada, Europe, and Asia-Pacific. From stocks to sectors to broad markets, StreetAccount simplifies updates to cut through the clutter. This critical news is available anytime via the Workstation, web, email, app, or API.Screenshot of one of FactSet's unique datasets, Geographic Revenue (GeoRev), used to quickly understand a company's revenue exposure in countries impacted by geopolitical, macroeconomic, and market risk through a highly structured and normalized display of companies' revenues by geography.