FactSet Workstation

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
FactSet Workstation
Score 8.3 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
FactSet Workstation
Editions & Modules
No answers on this topic
Offerings
Pricing Offerings
FactSet Workstation
Free Trial
Yes
Free/Freemium Version
No
Premium Consulting/Integration Services
Yes
Entry-level Setup FeeRequired
Additional Details—
More Pricing Information
Community Pulse
FactSet Workstation
Considered Both Products
FactSet Workstation
Chose FactSet Workstation
PitchBook is better for private company data and getting contacts. It is also more useful for capital raises and data
AlphaSense is great for more targeted searches which FactSet is very bad at. FactSet often makes it hard to do searches and then once you get to a specific …
Chose FactSet Workstation
FactSet offers the most comprehensive info on industry-specific accounts. We don't currently have plans to leave.
Features
FactSet Workstation
Financial Research
Comparison of Financial Research features of Product A and Product B
FactSet Workstation
7.2
2 Ratings
3% below category average
Private Company Data4.02 Ratings
Industry-Specific Information6.02 Ratings
Independent Research Access7.02 Ratings
M&A Analysis7.52 Ratings
Supply Chain Data9.01 Ratings
ESG Data9.01 Ratings
Macroeconomic News7.52 Ratings
Search Tools7.52 Ratings
Best Alternatives
FactSet Workstation
Small Businesses

No answers on this topic

Medium-sized Companies
S&P Capital IQ
S&P Capital IQ
Score 8.0 out of 10
Enterprises
S&P Capital IQ
S&P Capital IQ
Score 8.0 out of 10
All AlternativesView all alternatives
User Ratings
FactSet Workstation
Likelihood to Recommend
8.0
(6 ratings)
Likelihood to Renew
10.0
(2 ratings)
Usability
8.0
(2 ratings)
Support Rating
7.0
(1 ratings)
User Testimonials
FactSet Workstation
Likelihood to Recommend
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
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
FactSet
  • Often unclear where estimates come from
  • Excel popup for formulas is often difficult to use and glitchy
  • Providing source of data
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Likelihood to Renew
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
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
FactSet
I think the data delivery could be improved, but it's a good data set.
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Alternatives Considered
FactSet
PitchBook is better for private company data and getting contacts. It is also more useful for capital raises and data AlphaSense is great for more targeted searches which FactSet is very bad at. FactSet often makes it hard to do searches and then once you get to a specific company you need to continue searching through all of the tabs
Read full review
Return on Investment
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
Read full review
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.