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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    FactSet Workstation

    Score8.5 out of 10
    N/AThe 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

    Alfresco

    Score9 out of 10
    N/AThe Alfresco platform, from Hyland, delivers comprehensive cloud-native content services. It is used to intelligently activate processes and content to accelerate the flow of business.N/A
    Pricing
    FactSet WorkstationAlfresco
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    FactSet WorkstationAlfresco
    Free Trial
    YesYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeRequiredNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    FactSet WorkstationAlfresco
    Considered Both Products
    FactSet
    No answer on this topic
    Hyland
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    16 Answers
    No answers on this topic
    Delivers good value for the price
    100%
    Delivers good value for the price
    15 Answers
    No answers on this topic
    Happy with the feature set
    94%
    Happy with the feature set
    15 Answers
    No answers on this topic
    Lived up to sales and marketing promises
    92%
    Lived up to sales and marketing promises
    12 Answers
    No answers on this topic
    Implementation went as expected
    100%
    Implementation went as expected
    11 Answers
    No answers on this topic
    Features
    FactSet WorkstationAlfresco
    Financial Research
    Comparison of Financial Research features of FactSet Workstation and Alfresco
    Feature
    FactSet Workstation
    6.6
    13 Ratings
    11% below category average
    Alfresco
    -
    Ratings
    Private Company Data4.710 Ratings00 Ratings
    Industry-Specific Information6.913 Ratings00 Ratings
    Independent Research Access6.912 Ratings00 Ratings
    M&A Analysis6.210 Ratings00 Ratings
    Supply Chain Data5.98 Ratings00 Ratings
    ESG Data6.29 Ratings00 Ratings
    Macroeconomic News7.813 Ratings00 Ratings
    Search Tools7.813 Ratings00 Ratings
    Enterprise Content Management
    Comparison of Enterprise Content Management features of FactSet Workstation and Alfresco
    Feature
    FactSet Workstation
    -
    Ratings
    Alfresco
    8.2
    7 Ratings
    1% above category average
    Content capture & imaging00 Ratings9.05 Ratings
    File sync, storage & archiving00 Ratings9.06 Ratings
    Document management00 Ratings9.07 Ratings
    Records management00 Ratings8.06 Ratings
    Content search & retrieval00 Ratings10.07 Ratings
    Enterprise content collaboration00 Ratings7.07 Ratings
    Content publishing & creation00 Ratings7.05 Ratings
    Security, risk management & information governance00 Ratings9.06 Ratings
    Contract lifecycle management00 Ratings8.95 Ratings
    Automated workflows00 Ratings8.04 Ratings
    Artificial intelligence00 Ratings6.03 Ratings
    Mobile support00 Ratings7.04 Ratings
    Integration00 Ratings8.04 Ratings
    Best Alternatives
    FactSet WorkstationAlfresco
    Small Businesses
    No answers on this topic
    Egnyte
    Score9.3 out of 10
    Medium-sized Companies
    S&P Capital IQ
    Score7.5 out of 10
    Epicor ECM
    Score7.7 out of 10
    Enterprises
    S&P Capital IQ
    Score7.5 out of 10
    Dashpivot - By Sitemate
    Score10 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    FactSet WorkstationAlfresco
    Likelihood to Recommend
    8.5
    (17 ratings)
    9.0
    (18 ratings)
    Likelihood to Renew
    10.0
    (2 ratings)
    9.0
    (9 ratings)
    Usability
    7.1
    (13 ratings)
    9.0
    (3 ratings)
    Support Rating
    7.0
    (1 ratings)
    7.0
    (2 ratings)
    Implementation Rating
    -
    (0 ratings)
    9.0
    (1 ratings)
    User Testimonials
    FactSet WorkstationAlfresco
    Likelihood to Recommend
    FactSet
    FactSet works for all my IR needs. I do not see a function for which I use it for that it would be less appropriate. I believe that the tool's efforts towards becoming more integrated with AI are strong and that in time the Mercury offering will be just as competitive as some of the other AI offerings out there today such as AlphaSense
    Incentivized
    Read full review
    Hyland
    Easy integration with the external APIs Workflows can be invoked via REST call Wonderful swagger documentation for process REST APIs REST, MULE, CAMEL, Google Drive, and Box features are available with Alfresco Process Services The micro-service version deployment should be well documented and needs improvement
    Incentivized
    Read full review
    Pros
    FactSet
    • Easy/clear UI for navigation
    • Easily find and sort through financial filings to get to the data
    • Document search functionality seems to be improving consistently with more robust features
    Incentivized
    Read full review
    Hyland
    • Basic workflows are easy enough for casual users to set up and utilize.
    • Cloud sync capability provides a great way to share documents with third parties and to use as a backup system for critical documents.
    • Alfresco mobile app makes it easy for those on the road to access, approve and share documents.
    • Folder rules are easy to set up and make assignment of metadata easier to automate.
    Incentivized
    Read full review
    Cons
    FactSet
    • The user interface on stock monitor needs work - sometimes I wish to clone the same fields to another tab/watchlist and it appears the best way to do so is recreate it form scratch
    • transcript to be more timely and more accurate
    • on the consensus financial forecast tab, have more segment breakouts like Visible Alpha
    Incentivized
    Read full review
    Hyland
    • Alfresco Process Services and Alfresco Application Development Framework integration makes for best functionality/application of ECM.
    • Use case alignment - Marketing content and documentation of specific business requirements and user stories being available as reference material/documentation.
    • Integration with multiple silos for content.
    Incentivized
    Read full review
    Likelihood to Renew
    FactSet
    We need the FactSet data and capabilities to complete 75% of the financial analyses that we complete for both internal and external purposes. It is invaluable and I am not aware of any other provider that would be able to fill this gap that FactSet does
    Incentivized
    Read full review
    Hyland
    As per the current market and the line of products that are available for content and document management system, Alfresco is a very good option compared to other systems in terms of features and cost. Plus the community support is great. Also since the product is open source, it can be extended or understood in a better way.
    Incentivized
    Read full review
    Usability
    FactSet
    It does everything I need. It is pretty user friendly and easy to work with whatever technology interface I am using (desk top, notebook, tablet, or mobile phone). I am able to get work done whether I am in the office, at home, or traveling. The user up time is very good. They are rarely doing maintenance when I need to use the platform
    Incentivized
    Read full review
    Hyland
    The UI is very intuitive, most of our users figure out how to use the platform by themselves, so there's not much training needed.
    You can upload files by using the web drag and drop, WebDAV, FTP, and more.
    Most of the platform already works as-is so you can just deploy it using Docker and it's mostly ready to go.
    Incentivized
    Read full review
    Support Rating
    FactSet
    I think the data delivery could be improved, but it's a good data set.
    Incentivized
    Read full review
    Hyland
    I am not big fan of Alfresco Content Services' support; it works on its own speed and sometimes it becomes challenging to achieve business needs. However, I appreciate regular delivery of security patches and updates
    Incentivized
    Read full review
    Implementation Rating
    FactSet
    No answers on this topic
    Hyland
    Process was relatively smooth and overall, downtime minimal. MSI was very responsive to our needs and made the transition easier than it otherwise might have been.
    Incentivized
    Read full review
    Alternatives Considered
    FactSet
    Product is magnitudes more affordable and provides 80% of the functionality that Bloomberg has and is working to build out the remaining. The workstation is more user friendly than bloomberg but still not perfect. Not as robust as a Bloomberg Terminal and doesn't have the chat/trading features.
    Incentivized
    Read full review
    Hyland
    All software has some pros and some cons. Alfresco has some good pluses, and suits our environment very well. It fit perfectly in the place that we are working on. That is why we decided to go with this software. Overall, the kind of content management that needs to be done in an organization is what would determine which software to use.
    Incentivized
    Read full review
    Return on Investment
    FactSet
    • hard to quantify, bc i havent brought any new business bc of it, so the ROI would be 0%. I use other systems for proposals.
    • However, I use it for everyday work and equity/fi analysis and portfolio construction research at ticker level, and that part works 100%.
    Incentivized
    Read full review
    Hyland
    • Instant document lookup - No paper files to mail which saves in all areas of postage, truck delivery, physical storage warehouse space, printing, etc
    • No longer losing important documents - Previously with paper files things would go missing and those could be costly reports/assessments.
    • Ability to secure documents and provide access to only those who should be allowed to see that content
    Incentivized
    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.

    Alfresco Screenshots

    Screenshot of Alfresco Control CenterScreenshot of Alfresco