FactSet vs. Morningstar Advisor Workstation

Integration with MS Powerpoint is one of my first recommendations, it is an advance to be able to integrate FactSet with other products to be able to expand the capacity of accounting departments. The scalability of FactSet is amazing and is related to its integration plugins. The ROI achieved through FactSet also continues to motivate me to recommend it.

Incentivized

If a client is shy about investing or wants portfolio comparisons, Morningstar really hits the mark. Being able to show real-time data is great for putting a client's mind at ease. The downside to this product is, that if a client isn’t as financially literate, it takes some explaining to show them what’s going on, and they can get lost in all of the data.

Incentivized

• curating outside in intelligence
• enabling account plans target addressable market estimation
• competitors tracking
• value proposition pitching
• RFP deal support

Incentivized

• Amazing Comparisons
• Easy to read charts
• Diverse database

Incentivized

• Faster load time
• API integration

Incentivized

• Ease of use
• Data sync
• Bond Database can be lacking

Incentivized

The technical support motivates us to continue using FactSet, we will not stop using the advantages that this software offers us.

Incentivized

I think the data delivery could be improved, but it's a good data set.

Incentivized

Global Data, AlphaSense, Hoovers, S&P, etc.

Incentivized

In terms of diversity, Morningstar is the best on the market. The way they display data, and since many financial institutions use this software, it is easy to show clients how their money is doing outside of our institution. Also allows us to show portentously clients in-depth comparisons of different investment strategies.

Incentivized

• High quality sales pitches
• stress tested competitive revenue models
• outside in views for all selling and marketing stakeholders

Incentivized

• Gets Clients to Move their money to us
• Let’s you track portfolio performance to a variety of benchmarks
• The historical data is great

Incentivized