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…
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Jitterbit
Score9.4 out of 10
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Jitterbit is a cloud integration technology for cloud, social or mobile apps. It provides accessibility for
non-technical users, including easily creating API’s and data transformation scripts within the
integrations.
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
This is a great tool for bringing data out of your locked, internal systems and getting it into the cloud. It meshes well with Salesforce and is fairly easy to use, helping the transition from other older, more complex tools into a more modern environment. It has lots of competition in this space and some are better than others, but if your data is straight forward and you know it well, Jitterbit will get the job done. If you are not as close or comfortable with your data and need to do some wildly complex migrations, there might be better packages out there for you.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Migrating operations from QA to Production work well for initial deployment, however, when migrating an update to an existing job to production, sometimes certain project items are duplicated. This is not the end of the world... the duplicates can be removed, but would be nice if it was not required.
I have not found a way to trap under-the-covers SOAP errors (for example, when a query you are running against Salesforce takes too long). You get a warning error in the operation log that the job only pulled a "partial" file, but it does not fail.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
I have been evaluating other tools as a continuous improvement practice. I would like something that would be easier to use for a non-technical user. I work for a small organization and have no back-up for Jitterbit if something happens to me. We don't have the technically savvy employees to understand it.
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Evaluated Dell Boomi and Celigo as alternatives prior to purchasing Jitterbit. We went with Jitterbit at that time because we could handle all changes ourselves without any assistance from Jitterbit, and we liked their size and nimbleness. Dell Boomi was too big for us, and Celigo at that time did not have a self-service model. Every change had to go through them (although that has since changed). We were not in a position to be able to wait for someone to make changes for us given the rate of change within the business.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
The time it takes to connect systems has reduced by orders of magnitude. Previously, we would custom-develop connectors between various systems and they would all be managed by different vendors. With Jitterbit speed-to-deploy and the efficiency gained by managing all connections in one dashboard has been the greatest piece of the ROI.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
