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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 Dynamics GP

    Score5.4 out of 10
    N/AMicrosoft Dynamics GP is an ERP software with accounting capabilities. It includes various packs for customizability and features tailored to specific industries’ needs. GP is offered as a perpetual license or subscription.N/A
    Pricing
    FactSet WorkstationMicrosoft Dynamics GP
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    FactSet WorkstationMicrosoft Dynamics GP
    Free Trial
    YesNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeRequiredNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    FactSet WorkstationMicrosoft Dynamics GP
    Considered Both Products
    FactSet
    No answer on this topic
    Microsoft
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    16 Answers
    33%
    Would buy again
    2 Answers
    Delivers good value for the price
    100%
    Delivers good value for the price
    15 Answers
    83%
    Delivers good value for the price
    5 Answers
    Happy with the feature set
    94%
    Happy with the feature set
    15 Answers
    83%
    Happy with the feature set
    5 Answers
    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 WorkstationMicrosoft Dynamics GP
    Financial Research
    Comparison of Financial Research features of FactSet Workstation and Microsoft Dynamics GP
    Feature
    FactSet Workstation
    6.6
    13 Ratings
    11% below category average
    Microsoft Dynamics GP
    -
    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
    Payroll Management
    Comparison of Payroll Management features of FactSet Workstation and Microsoft Dynamics GP
    Feature
    FactSet Workstation
    -
    Ratings
    Microsoft Dynamics GP
    6.4
    20 Ratings
    17% below category average
    Pay calculation00 Ratings6.219 Ratings
    Benefit plan administration00 Ratings5.815 Ratings
    Direct deposit files00 Ratings7.518 Ratings
    Salary revision and increment management00 Ratings6.517 Ratings
    Reimbursement management00 Ratings6.016 Ratings
    Customization
    Comparison of Customization features of FactSet Workstation and Microsoft Dynamics GP
    Feature
    FactSet Workstation
    -
    Ratings
    Microsoft Dynamics GP
    4.3
    27 Ratings
    55% below category average
    API for custom integration00 Ratings2.526 Ratings
    Plug-ins00 Ratings6.021 Ratings
    Security
    Comparison of Security features of FactSet Workstation and Microsoft Dynamics GP
    Feature
    FactSet Workstation
    -
    Ratings
    Microsoft Dynamics GP
    6.8
    40 Ratings
    18% below category average
    Single sign-on capability00 Ratings5.532 Ratings
    Role-based user permissions00 Ratings8.140 Ratings
    Reporting & Analytics
    Comparison of Reporting & Analytics features of FactSet Workstation and Microsoft Dynamics GP
    Feature
    FactSet Workstation
    -
    Ratings
    Microsoft Dynamics GP
    5.3
    41 Ratings
    38% below category average
    Dashboards00 Ratings3.429 Ratings
    Standard reports00 Ratings6.139 Ratings
    Custom reports00 Ratings6.439 Ratings
    General Ledger and Configurable Accounting
    Comparison of General Ledger and Configurable Accounting features of FactSet Workstation and Microsoft Dynamics GP
    Feature
    FactSet Workstation
    -
    Ratings
    Microsoft Dynamics GP
    4.9
    48 Ratings
    44% below category average
    Accounts payable00 Ratings6.245 Ratings
    Accounts receivable00 Ratings5.736 Ratings
    Cash management00 Ratings6.236 Ratings
    Bank reconciliation00 Ratings5.541 Ratings
    Expense management00 Ratings4.431 Ratings
    Time tracking00 Ratings8.014 Ratings
    Fixed asset management00 Ratings4.428 Ratings
    Multi-currency support00 Ratings2.619 Ratings
    Multi-division support00 Ratings3.026 Ratings
    Regulations compliance00 Ratings3.214 Ratings
    Electronic tax filing00 Ratings9.012 Ratings
    Self-service portal00 Ratings7.012 Ratings
    Global Financial Support00 Ratings6.07 Ratings
    Primary and Secondary Ledgers00 Ratings4.721 Ratings
    Intercompany Accounting00 Ratings3.618 Ratings
    Localizations00 Ratings4.513 Ratings
    Journals and Reconciliations00 Ratings4.526 Ratings
    Enterprise Accounting00 Ratings2.616 Ratings
    Configurable Accounting00 Ratings3.517 Ratings
    Centralized Rules Framework00 Ratings3.214 Ratings
    Standardized Processes00 Ratings6.119 Ratings
    Inventory Management
    Comparison of Inventory Management features of FactSet Workstation and Microsoft Dynamics GP
    Feature
    FactSet Workstation
    -
    Ratings
    Microsoft Dynamics GP
    4.2
    26 Ratings
    54% below category average
    Inventory tracking00 Ratings5.524 Ratings
    Automatic reordering00 Ratings1.013 Ratings
    Location management00 Ratings4.018 Ratings
    Manufacturing module00 Ratings3.415 Ratings
    Order Management
    Comparison of Order Management features of FactSet Workstation and Microsoft Dynamics GP
    Feature
    FactSet Workstation
    -
    Ratings
    Microsoft Dynamics GP
    3.5
    25 Ratings
    71% below category average
    Pricing00 Ratings3.718 Ratings
    Order entry00 Ratings3.721 Ratings
    Credit card processing00 Ratings1.012 Ratings
    Cost of goods sold00 Ratings4.925 Ratings
    Order Orchestration00 Ratings4.99 Ratings
    End-to-end order visibility00 Ratings3.312 Ratings
    Order exception Resolution00 Ratings3.37 Ratings
    Best Alternatives
    FactSet WorkstationMicrosoft Dynamics GP
    Small Businesses
    No answers on this topic
    QuickBooks Self-Employed (discontinued)
    Score4.2 out of 10
    Medium-sized Companies
    S&P Capital IQ
    Score7.5 out of 10
    MYOB
    Score8.3 out of 10
    Enterprises
    S&P Capital IQ
    Score7.5 out of 10
    No answers on this topic
    All AlternativesView all alternativesView all alternatives
    User Ratings
    FactSet WorkstationMicrosoft Dynamics GP
    Likelihood to Recommend
    8.5
    (17 ratings)
    4.0
    (54 ratings)
    Likelihood to Renew
    10.0
    (2 ratings)
    9.9
    (7 ratings)
    Usability
    7.1
    (13 ratings)
    5.4
    (10 ratings)
    Availability
    -
    (0 ratings)
    10.0
    (2 ratings)
    Performance
    -
    (0 ratings)
    7.0
    (1 ratings)
    Support Rating
    7.0
    (1 ratings)
    7.0
    (5 ratings)
    Implementation Rating
    -
    (0 ratings)
    8.2
    (3 ratings)
    CPA Rating
    -
    (0 ratings)
    9.0
    (1 ratings)
    Product Scalability
    -
    (0 ratings)
    9.1
    (1 ratings)
    User Testimonials
    FactSet WorkstationMicrosoft Dynamics GP
    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 Dynamics GP is well-suited for our environment, as we pay a diverse group of employees, including on-the-road drivers, shop employees (some in other locations), and office employees. It easily tracks time off, taxes, pay, etc. The reporting allows us to verify with our drivers how they are paid each week, whether it be through mileage or stop-offs.
    Incentivized
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    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
    • Great Plains started as back office/accounting, and that is still it's strong suit.
    • SQL and the GP programming language, Dexterity, provide a robust, scalable, and stable platform with well documented maintenance and repair procedures. Relatively easy to manage, tune, and support.
    • Microsoft support for GP verges on "particularly well". Doesn't quite get there but good enough once you know what you're doing
    • Strong partner network, including the GP User Group (GPUG)
    Incentivized
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    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
    • With respect to the allocations, once the expense is entered into the allocation account, you lose the ability to run any detail on just the total of the expense. It would be nice if you could run a trial balance on the allocation accounts the same way you can with regular accounts.
    • I've always thought security set up could be a bit simpler. It actually has gotten better through the years. Specifically, with eight separate entities, it would be nice to have a "master" setup where you could call up one group entity, assign the users rights, and then be finished. Currently, whenever I have a new user, I have to call up each individual entity and select all of the features I want the user to have. That means I have to do eight steps for each user.
    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
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    Microsoft
    Due the economic challenges that Puerto Rico is having, the company has had to merge some companies in order to be more efficient. It has been easy in GP to process those merges, even thought we had to spend days to accomplish that the process was smooth and accurate. In addition we were able to streamline the purchasing and sales process and the organization is confident to keep renewing GP for the future versions.
    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
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    Microsoft
    Though it is a basic accounting package, I believe some users do not find the old style menus and navigation options intuitive. There is also a great lack of training resources in the market, so users have to learn the product without guidance a lot, resulting in inefficient workflows and misuse or misunderstanding of many features.
    Incentivized
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    Support Rating
    FactSet
    I think the data delivery could be improved, but it's a good data set.
    Incentivized
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    Microsoft
    The rating is directed to the thrid party serive provider that we use. I do not now how good the Microsoft direct support is.
    Incentivized
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    Implementation Rating
    FactSet
    No answers on this topic
    Microsoft
    Basically the challenge with this implementation was the Business Portal, too many errors and even the aplication is up and running the users are still having issues. We will start planning the migraton to GP 2015 soon.
    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
    I come from a strong background of using SAP. SAP doesn't have the flexibility of GP, an example would be SAP doesn't allow core mods, if they catch you, you lose support. Microsoft doesn't really care about mods, but they will be quick to have the vendor you used support your issue if it is caused by those mods. With SAP your company adapts to the software, where with GP you adapt the software to you.
    Incentivized
    Read full review
    Scalability
    FactSet
    No answers on this topic
    Microsoft
    The functionality that GP and related ISV solutions offer and the ease of integration of GP to other systems makes it an extremely scalable solution
    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
    • Microsoft Dynamics GP allows my clients to move from a paper or spreadsheet based company to an integrated, electronic, streamlined business. I love being able to help clients gain efficiencies through the use of Microsoft Dynamics GP.
    • Microsoft Dynamics GP allows for better customer service because everything is at our fingertips. If someone calls questioning an invoice, we can easily look it up. If someone calls stating they paid an invoice with a certain check number, we can quickly run a query to find that particular check number to see where it was applied.
    • Having everything on a single platform provides ease of use for upgrades, backups and end user training. There is only one software to learn!
    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.