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FactSet Workstation vs. Microsoft BI (MSBI) vs. SAP BusinessObjects Business Intelligence

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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

    Microsoft BI (MSBI)

    Score8.5 out of 10
    N/AMicrosoft BI is a business intelligence product used for data analysis and generating reports on server-based data. It features unlimited data analysis capacity with its reporting engine, SQL Server Reporting Services alongside ETL, master data management, and data cleansing.

    $14

    per month per user

    SAP BusinessObjects Business Intelligence

    Score7 out of 10
    N/AThe SAP® BusinessObjects™ Business Intelligence Platform provides users with ad hoc queries, reporting, data visualizations, and analysis tools. Its integrated, unified infrastructure aims to offer scalability from one-to-many tools and interfaces on-premise, in the cloud, or as a hybrid approach.N/A
    Pricing
    FactSet WorkstationMicrosoft BI (MSBI)SAP BusinessObjects Business Intelligence
    Editions & Modules
    No answers on this topic
    Power BI Pro
    $14
    per month per user
    Power BI Premium
    $24
    per month per user
    No answers on this topic
    Offerings
    Pricing Offerings
    FactSet WorkstationMicrosoft BI (MSBI)SAP BusinessObjects Business Intelligence
    Free Trial
    YesNoNo
    Free/Freemium Version
    NoYesNo
    Premium Consulting/Integration Services
    YesNoNo
    Entry-level Setup FeeRequiredNo setup feeNo setup fee
    Additional Details———
    More Pricing Information
    Community Pulse
    FactSet WorkstationMicrosoft BI (MSBI)SAP BusinessObjects Business Intelligence
    Considered Multiple Products
    FactSet
    No answer on this topic
    Microsoft
    Chose Microsoft BI (MSBI)
    Each of the solutions has their pros and cons, but Microsoft's BI offerings provide the best "bang for the buck." Few solutions available offer the breadth of feature functionality in a single package, with BI and database generally being sold as separate offerings. However, …
    Incentivized
    Chose Microsoft BI (MSBI)
    Microsoft BI is much cheaper.
    Incentivized
    Chose Microsoft BI (MSBI)
    Specific data displays are some of the strongest aspects of Microsoft BI when compared to alternate programs. It also does a superior job in compatibility with many programs, especially those from Microsoft. Since my company primarily uses Office 365 and other Microsoft …
    Incentivized
    Chose Microsoft BI (MSBI)
    Our company's implementation of Business Warehouse was abhorrent. It was so clunky and unreliable we couldn't get any real reporting information from the warehouse itself. It wasn't sleek at all and everything had to be manually downloaded and plugged into an offline …
    Incentivized
    Chose Microsoft BI (MSBI)
    -Tableau is clearly more cutting edge when it comes to data visualization and connecting to multiple data sources (support for MongoDB, Hadoop, etc).
    -Assuming your data is not that sophisticated, Microsoft BI is a great product. I would say its a good "all around" BI tool. It …
    SAP
    Chose SAP BusinessObjects Business Intelligence
    We currently have implementations of both Microsoft BI and SAP Business Objects so our enterprise has found reasons for both. Some users prefer BI over SAP and it depends on the department they are working for. SAP was chosen for the more complex tasks that require large data …
    Incentivized
    Chose SAP BusinessObjects Business Intelligence
    SAP BO BI is very similar to Microsoft Power BI. However, SAP BO BI is much stronger in terms of analytics and document management while Power bI is stronger in data visualization and big data integration. SAP BO BI is a great tool within its ally, which is performance analysis …
    Incentivized
    Chose SAP BusinessObjects Business Intelligence
    Crystal Reports has the most features that we need for our custom and purpose built reports.
    Incentivized
    Chose SAP BusinessObjects Business Intelligence
    Analysis Services and Oracle Discoverer are more developer oriented than true self service tools and their development capabilities as well as their content delivery is limited. The Symantec layer sets BO apart in that regard. Heavy development is also possible and custom …
    Incentivized
    Chose SAP BusinessObjects Business Intelligence
    We selected SAP Business Objects in the previous instance because we were implementing SAP ERP and the choice of Business Objects was favorable from an integration and cost perspective. We did not choose SAP Business Objects most recently because of the predicted long …
    Incentivized
    Chose SAP BusinessObjects Business Intelligence
    Microsoft/Caradigm Amalga
    Tableau
    Qlikview
    Key User Insights
    Would buy again
    100%
    Would buy again
    16 Answers
    100%
    Would buy again
    15 Answers
    81%
    Would buy again
    13 Answers
    Delivers good value for the price
    100%
    Delivers good value for the price
    15 Answers
    100%
    Delivers good value for the price
    15 Answers
    86%
    Delivers good value for the price
    12 Answers
    Happy with the feature set
    94%
    Happy with the feature set
    15 Answers
    100%
    Happy with the feature set
    15 Answers
    81%
    Happy with the feature set
    13 Answers
    Lived up to sales and marketing promises
    92%
    Lived up to sales and marketing promises
    12 Answers
    100%
    Lived up to sales and marketing promises
    13 Answers
    90%
    Lived up to sales and marketing promises
    9 Answers
    Implementation went as expected
    100%
    Implementation went as expected
    11 Answers
    100%
    Implementation went as expected
    11 Answers
    85%
    Implementation went as expected
    11 Answers
    Features
    FactSet WorkstationMicrosoft BI (MSBI)SAP BusinessObjects Business Intelligence
    Financial Research
    Comparison of Financial Research features of FactSet Workstation and Microsoft BI (MSBI) and SAP BusinessObjects Business Intelligence
    Feature
    FactSet Workstation
    6.6
    13 Ratings
    11% below category average
    Microsoft BI (MSBI)
    -
    Ratings
    SAP BusinessObjects Business Intelligence
    -
    Ratings
    Private Company Data4.710 Ratings00 Ratings00 Ratings
    Industry-Specific Information6.913 Ratings00 Ratings00 Ratings
    Independent Research Access6.912 Ratings00 Ratings00 Ratings
    M&A Analysis6.210 Ratings00 Ratings00 Ratings
    Supply Chain Data5.98 Ratings00 Ratings00 Ratings
    ESG Data6.29 Ratings00 Ratings00 Ratings
    Macroeconomic News7.813 Ratings00 Ratings00 Ratings
    Search Tools7.813 Ratings00 Ratings00 Ratings
    BI Standard Reporting
    Comparison of BI Standard Reporting features of FactSet Workstation and Microsoft BI (MSBI) and SAP BusinessObjects Business Intelligence
    Feature
    FactSet Workstation
    -
    Ratings
    Microsoft BI (MSBI)
    9.0
    53 Ratings
    10% above category average
    SAP BusinessObjects Business Intelligence
    7.8
    56 Ratings
    5% below category average
    Pixel Perfect reports00 Ratings8.546 Ratings8.550 Ratings
    Customizable dashboards00 Ratings9.653 Ratings6.752 Ratings
    Report Formatting Templates00 Ratings8.951 Ratings8.251 Ratings
    Ad-hoc Reporting
    Comparison of Ad-hoc Reporting features of FactSet Workstation and Microsoft BI (MSBI) and SAP BusinessObjects Business Intelligence
    Feature
    FactSet Workstation
    -
    Ratings
    Microsoft BI (MSBI)
    8.5
    53 Ratings
    6% above category average
    SAP BusinessObjects Business Intelligence
    7.1
    53 Ratings
    12% below category average
    Drill-down analysis00 Ratings8.548 Ratings6.452 Ratings
    Formatting capabilities00 Ratings8.253 Ratings6.551 Ratings
    Integration with R or other statistical packages00 Ratings8.342 Ratings8.335 Ratings
    Report sharing and collaboration00 Ratings8.953 Ratings7.352 Ratings
    Report Output and Scheduling
    Comparison of Report Output and Scheduling features of FactSet Workstation and Microsoft BI (MSBI) and SAP BusinessObjects Business Intelligence
    Feature
    FactSet Workstation
    -
    Ratings
    Microsoft BI (MSBI)
    8.5
    52 Ratings
    3% above category average
    SAP BusinessObjects Business Intelligence
    7.8
    53 Ratings
    5% below category average
    Publish to Web00 Ratings9.348 Ratings8.344 Ratings
    Publish to PDF00 Ratings9.148 Ratings8.251 Ratings
    Report Versioning00 Ratings7.444 Ratings7.646 Ratings
    Report Delivery Scheduling00 Ratings8.547 Ratings8.052 Ratings
    Delivery to Remote Servers00 Ratings8.426 Ratings6.931 Ratings
    Data Discovery and Visualization
    Comparison of Data Discovery and Visualization features of FactSet Workstation and Microsoft BI (MSBI) and SAP BusinessObjects Business Intelligence
    Feature
    FactSet Workstation
    -
    Ratings
    Microsoft BI (MSBI)
    8.7
    52 Ratings
    9% above category average
    SAP BusinessObjects Business Intelligence
    6.0
    48 Ratings
    28% below category average
    Pre-built visualization formats (heatmaps, scatter plots etc.)00 Ratings9.651 Ratings5.846 Ratings
    Location Analytics / Geographic Visualization00 Ratings8.748 Ratings6.143 Ratings
    Predictive Analytics00 Ratings7.845 Ratings6.042 Ratings
    Pattern Recognition and Data Mining00 Ratings8.76 Ratings6.16 Ratings
    Access Control and Security
    Comparison of Access Control and Security features of FactSet Workstation and Microsoft BI (MSBI) and SAP BusinessObjects Business Intelligence
    Feature
    FactSet Workstation
    -
    Ratings
    Microsoft BI (MSBI)
    9.3
    53 Ratings
    9% above category average
    SAP BusinessObjects Business Intelligence
    7.4
    53 Ratings
    14% below category average
    Multi-User Support (named login)00 Ratings9.449 Ratings7.953 Ratings
    Role-Based Security Model00 Ratings9.347 Ratings7.251 Ratings
    Multiple Access Permission Levels (Create, Read, Delete)00 Ratings8.949 Ratings7.450 Ratings
    Report-Level Access Control00 Ratings9.36 Ratings7.27 Ratings
    Single Sign-On (SSO)00 Ratings9.431 Ratings7.234 Ratings
    Mobile Capabilities
    Comparison of Mobile Capabilities features of FactSet Workstation and Microsoft BI (MSBI) and SAP BusinessObjects Business Intelligence
    Feature
    FactSet Workstation
    -
    Ratings
    Microsoft BI (MSBI)
    8.0
    42 Ratings
    3% above category average
    SAP BusinessObjects Business Intelligence
    6.3
    38 Ratings
    21% below category average
    Responsive Design for Web Access00 Ratings8.239 Ratings5.637 Ratings
    Mobile Application00 Ratings8.030 Ratings5.332 Ratings
    Dashboard / Report / Visualization Interactivity on Mobile00 Ratings7.839 Ratings5.534 Ratings
    Application Program Interfaces (APIs) / Embedding
    Comparison of Application Program Interfaces (APIs) / Embedding features of FactSet Workstation and Microsoft BI (MSBI) and SAP BusinessObjects Business Intelligence
    Feature
    FactSet Workstation
    -
    Ratings
    Microsoft BI (MSBI)
    8.5
    24 Ratings
    9% above category average
    SAP BusinessObjects Business Intelligence
    7.9
    28 Ratings
    2% above category average
    REST API00 Ratings9.221 Ratings8.124 Ratings
    Javascript API00 Ratings8.821 Ratings7.723 Ratings
    iFrames00 Ratings8.820 Ratings8.221 Ratings
    Java API00 Ratings8.718 Ratings7.526 Ratings
    Themeable User Interface (UI)00 Ratings8.021 Ratings7.624 Ratings
    Customizable Platform (Open Source)00 Ratings7.319 Ratings8.622 Ratings
    Best Alternatives
    FactSet WorkstationMicrosoft BI (MSBI)SAP BusinessObjects Business Intelligence
    Small Businesses
    No answers on this topic
    Cyfe
    Score4 out of 10
    Cyfe
    Score4 out of 10
    Medium-sized Companies
    S&P Capital IQ
    Score7.5 out of 10
    Qlik Cloud Analytics (Qlik Sense)
    Score8.1 out of 10
    Qlik Cloud Analytics (Qlik Sense)
    Score8.1 out of 10
    Enterprises
    S&P Capital IQ
    Score7.5 out of 10
    Jaspersoft Community Edition
    Score7 out of 10
    Jaspersoft Community Edition
    Score7 out of 10
    All AlternativesView all alternativesView all alternativesView all alternatives
    User Ratings
    FactSet WorkstationMicrosoft BI (MSBI)SAP BusinessObjects Business Intelligence
    Likelihood to Recommend
    8.5
    (17 ratings)
    8.9
    (77 ratings)
    7.1
    (78 ratings)
    Likelihood to Renew
    10.0
    (2 ratings)
    8.0
    (25 ratings)
    8.3
    (24 ratings)
    Usability
    7.1
    (13 ratings)
    8.9
    (19 ratings)
    6.6
    (21 ratings)
    Availability
    -
    (0 ratings)
    9.5
    (2 ratings)
    10.0
    (5 ratings)
    Performance
    -
    (0 ratings)
    7.0
    (2 ratings)
    9.0
    (10 ratings)
    Support Rating
    7.0
    (1 ratings)
    8.9
    (15 ratings)
    8.6
    (16 ratings)
    In-Person Training
    -
    (0 ratings)
    6.9
    (3 ratings)
    10.0
    (4 ratings)
    Online Training
    -
    (0 ratings)
    8.5
    (2 ratings)
    9.0
    (2 ratings)
    Implementation Rating
    -
    (0 ratings)
    9.6
    (7 ratings)
    9.0
    (8 ratings)
    Configurability
    -
    (0 ratings)
    10.0
    (2 ratings)
    9.0
    (2 ratings)
    Data Sharing and Collaboration
    -
    (0 ratings)
    8.5
    (42 ratings)
    8.2
    (45 ratings)
    Data Sources
    -
    (0 ratings)
    8.4
    (41 ratings)
    8.3
    (45 ratings)
    Ease of integration
    -
    (0 ratings)
    -
    (0 ratings)
    9.0
    (1 ratings)
    Product Scalability
    -
    (0 ratings)
    -
    (0 ratings)
    9.0
    (2 ratings)
    Vendor post-sale
    -
    (0 ratings)
    -
    (0 ratings)
    9.0
    (1 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    -
    (0 ratings)
    9.0
    (1 ratings)
    User Testimonials
    FactSet WorkstationMicrosoft BI (MSBI)SAP BusinessObjects Business Intelligence
    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
    Microsoft
    Microsoft BI has a lot of features and is a very powerful tool, especially if you have folks on your team that know how to utilize all of its capabilities. To truly unlock all that it can do, it does require people to have a deep understanding of its capabilities. That's where the software really shines. If you are looking for a simpler, more basic reporting tool, there are other programs available that do not require such a steep learning curve.
    Incentivized
    Read full review
    SAP
    As mentioned earlier reporting was a big headache for us and the tools we used didn't support large data sets and visualization Performing analytics with such data sets was cumbersome and later post using this SAP BusinessObjects Business Intelligence we were able to correlate different data sets and prepare the dashboard pretty easier which were helpful and easier to understand.
    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
    Microsoft
    • Comparatively easy to use compared to other data analytics solutions, collaborating with other colleagues on data work is simple.
    • Using Visual Studio for database, ETL, reporting, and analytics development save time and money.
    • Transfer of data from one application to another via Excel and comparison of data attributes between applications
    • Dashboard functionality, as well as Python support, are available, allowing you to add additional charts and graphs.
    Incentivized
    Read full review
    SAP
    • This software is easy to initially learn, and very powerful in producing reusable reports.
    • It is much faster than my company's internal manual queries. The ability to build off of a saved query and share queries to other users is a great positive.
    • My favorite part is that you can run queries in the background and it does not interfere with your current work or slow your computer down.
    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
    Microsoft
    • MSBI designs can work on increasing data processing capabilities enough to handle the huge datasets etc.
    • It would be a lot better if it is a little low on cost.
    • it needs to create opportunities little more than they do regarding customization of some very unique visualization effects
    Read full review
    SAP
    • The installation can be very complex and time-consuming, it requires a lot of planning and foresight as to what role the software will play in the organization.
    • The software has a relatively large learning curve that takes dedicated users months to get comfortable with, the UI is a bit intimidating for new users.
    • SAP could organize their help better, it can be difficult to find dependable solutions to issues via their website and support channels.
    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
    Microsoft
    Microsoft BI is fundamental to our suite of BI applications. That being said, Northcraft Analytics is focused on delighting our customers, so if the underlying factors of our decision change, we would choose to re-write our BI applications on a different stack. Luckily, mathematics are the fundamental IP of our technology... and is portable across all BI platforms for the foreseeable future.
    Read full review
    SAP
    The institution has decided to move in a different direction, and will be using MSBI for reporting. I have been very happy with the Business Objects suite of tools, and will continue to use them heavily until we make the transition.
    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
    Microsoft
    The Microsoft BI tools have great usability for both developers and end users alike. For developers familiar with Visual Studio, there is little learning curve. For those not, the single Visual Studio IDE means not having to learn separate tools for each component. For end-users, the web interface for SSRS is simple to navigate with intuitive controls. For ad-hoc analysis, Excel can connect directly to SSAS and provide a pivot table like experience which is familiar to many users. For database development, there is beginning to be some confusion, as there are now three tool choices (VS, SSMS, Azure Data Studio) for developers. I would like to see Azure Data Studio become the superset of SSMS and eventually supplant it.
    Incentivized
    Read full review
    SAP
    From a server and client side perspective. the Business Intelligence Platform provides a foundation for all aspects of content development, distribution, analysis, collaboration and self service. Ease of use from targeted content delivery through controlled accessibility. Content exporting in the format of the users choice. Scheduling for internal or external delivery. Public and private folders for secure content access when requied. Web based for viewing on the users device of choice without the need to download additional applications.
    Incentivized
    Read full review
    Reliability and Availability
    FactSet
    No answers on this topic
    Microsoft
    The product has been reliable.
    Read full review
    SAP
    When we implemented 3.1, we had a tough time managing the system: It took almost a year to stabilize.

    With 4.0, we want to roll out to more users, and are holding back because of fears about the performance issue
    Read full review
    Performance
    FactSet
    No answers on this topic
    Microsoft
    SQL Server Reporting Services (SSRS) can drag at times. We created two report servers and placed them under an F5 load balancer. This configuration has worked well. We have seen sluggish performance at times due to the Windows Firewall.
    Read full review
    SAP
    Overall, the tool (Web Intelligence 4.2) is fast and solid. One issue is a dependability on JAVA for a full feature report creation/edit capabilities (as opposed to limited HTML option). Second, planned end of JAVA support by major browsers (Chrome is already not supporting JAVA applet).
    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
    Microsoft
    MSBI natively has a site that allows you to vote on user enhancements and bug fixes. This allows the largest nagging issues to float to the top and the development team can prioritize accordingly. As mentioned earlier, the large community base of MSBI developers assist technical resources in handling technical questions.
    Incentivized
    Read full review
    SAP
    SAP has released various versions of SAP BO BI. starting from 3.1 and going to 4.0,4.1,4.2 and latest being 4.3. SAP provides support to these new versions. As new versions keep on coming, support for the very old software goes out of scope from SAP. it is when the different organization plans to get their BO content migrated from a lower version to a newer version. The newer version had definitely added functionality and features which ease the work of users.
    Incentivized
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    In-Person Training
    FactSet
    No answers on this topic
    Microsoft
    This training was more directed toward what the product was capable of rather than actual programming.
    Read full review
    SAP
    SAP authorized training is best, Please go ahead with it. Even lot of online training options/videos available for self learning
    Incentivized
    Read full review
    Online Training
    FactSet
    No answers on this topic
    Microsoft
    I have used on-line training from Microsoft and from Pragmatic Works. I would recommend Pragmatic Works as the best way to get up to speed quickly, and then use the Microsoft on-line training to deep dive into specific features that you need to get depth with.
    Read full review
    SAP
    I haven't used it or got feedback from the end user.

    Content looks to be pretty detailed. Focused on SQL but not BW.
    Read full review
    Implementation Rating
    FactSet
    No answers on this topic
    Microsoft
    We are a consulting firm and as such our best resources are always billing on client projects. Our internal implementation has weaknesses, but that's true for any company like ours. My rating is based on the product's ease of implementation.
    Read full review
    SAP
    Hire specialists and experienced staff. Mix some beginners so that everyone is not a leader but a learner too. Plan well; architect well; break down implementation in small steps and move towards larger steps. Create a centralized and authorized SAP Business Objects implementation team.
    Incentivized
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    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
    Microsoft
    We have used the built in ConnectWise Manager reports and custom reports. The reports provide static data. PowerBI shows us live data we can drill down into and easily adjust parameters. It's much more useful than a static PDF report.
    Incentivized
    Read full review
    SAP
    We selected SAP BusinessObjects Business Intelligence (BI) based on price. It can stack up against others in terms of price and honestly, that's about it. Salesforce Commerce does a hell of a better job at handling it. However, in the space of Business Intelligence, SAP can do more, and that's why at the end we went with it
    Incentivized
    Read full review
    Scalability
    FactSet
    No answers on this topic
    Microsoft
    No answers on this topic
    SAP
    SAP BusinessObjects Business Intelligence (BI) Platform supports SOA Service Oriented Architecture. You can start/restart/enable/disable all the servers. You can seamless do load balancing and clustering. It supports all leading application and web server. Supports LDAP SSO integration. People who can work on excel with training they can work on SAP Business Objects Web Intelligence, dashboard, Lumira, Information design tool product suite. Tool is very user friendly and easy to learn and implement
    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
    Microsoft
    • As a SaaS provider we see being able to provide self-service BI to our client users as a competitive advantage. In fact the MSSQL enabled BI is a contributing factor to many winning RFPs we have done for prospective client organisations.
    • However MSSQL BI requires extensive knowledge and skills to design and develop data warehouses & data models as a foundation to support business analysts and users to interrogate data effectively and efficiently. Often times we find having strong in-house MSSQL expertise is a bless.
    Incentivized
    Read full review
    SAP
    • By generating and distributing reports in a timely manner, we were able to save millions of dollars for the company which otherwise would not have been visible.
    • Almost realtime dashboard, saved the company a huge amount by showing the outages and kept the company from buying a tool to do just that.
    • It showed the customers who were not paying the bills and were missing in the system due to some loophole. This was visible by doing reporting on the theft usage of electricity.
    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.