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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

    Nimble

    Score7.5 out of 10
    N/ANimble is a social customer relationship management (CRM) system with features such as contact management and data-driven analytics.

    $15

    per month

    Pricing
    FactSet WorkstationNimble
    Editions & Modules
    No answers on this topic
    Business
    $19.00
    Per User Per Month
    Offerings
    Pricing Offerings
    FactSet WorkstationNimble
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeRequiredNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    FactSet WorkstationNimble
    Considered Both Products
    FactSet
    No answer on this topic
    Nimble
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    16 Answers
    89%
    Would buy again
    16 Answers
    Delivers good value for the price
    100%
    Delivers good value for the price
    15 Answers
    88%
    Delivers good value for the price
    15 Answers
    Happy with the feature set
    94%
    Happy with the feature set
    15 Answers
    89%
    Happy with the feature set
    16 Answers
    Lived up to sales and marketing promises
    92%
    Lived up to sales and marketing promises
    12 Answers
    94%
    Lived up to sales and marketing promises
    16 Answers
    Implementation went as expected
    100%
    Implementation went as expected
    11 Answers
    94%
    Implementation went as expected
    17 Answers
    Features
    FactSet WorkstationNimble
    Financial Research
    Comparison of Financial Research features of FactSet Workstation and Nimble
    Feature
    FactSet Workstation
    6.6
    13 Ratings
    11% below category average
    Nimble
    -
    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
    Sales Force Automation
    Comparison of Sales Force Automation features of FactSet Workstation and Nimble
    Feature
    FactSet Workstation
    -
    Ratings
    Nimble
    8.5
    30 Ratings
    8% above category average
    Customer data management / contact management00 Ratings9.529 Ratings
    Workflow management00 Ratings8.428 Ratings
    Territory management00 Ratings8.724 Ratings
    Opportunity management00 Ratings8.128 Ratings
    Integration with email client (e.g., Outlook or Gmail)00 Ratings9.429 Ratings
    Contract management00 Ratings8.523 Ratings
    Quote & order management00 Ratings6.621 Ratings
    Interaction tracking00 Ratings9.227 Ratings
    Channel / partner relationship management00 Ratings8.126 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of FactSet Workstation and Nimble
    Feature
    FactSet Workstation
    -
    Ratings
    Nimble
    8.1
    22 Ratings
    5% above category average
    Case management00 Ratings7.922 Ratings
    Call center management00 Ratings8.220 Ratings
    Help desk management00 Ratings8.321 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of FactSet Workstation and Nimble
    Feature
    FactSet Workstation
    -
    Ratings
    Nimble
    8.7
    27 Ratings
    12% above category average
    Lead management00 Ratings8.426 Ratings
    Email marketing00 Ratings9.026 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of FactSet Workstation and Nimble
    Feature
    FactSet Workstation
    -
    Ratings
    Nimble
    8.2
    29 Ratings
    6% above category average
    Task management00 Ratings8.529 Ratings
    Billing and invoicing management00 Ratings8.418 Ratings
    Reporting00 Ratings7.725 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of FactSet Workstation and Nimble
    Feature
    FactSet Workstation
    -
    Ratings
    Nimble
    8.9
    27 Ratings
    15% above category average
    Forecasting00 Ratings8.923 Ratings
    Pipeline visualization00 Ratings8.827 Ratings
    Customizable reports00 Ratings9.023 Ratings
    Customization
    Comparison of Customization features of FactSet Workstation and Nimble
    Feature
    FactSet Workstation
    -
    Ratings
    Nimble
    8.6
    29 Ratings
    12% above category average
    Custom fields00 Ratings9.029 Ratings
    Custom objects00 Ratings8.322 Ratings
    Scripting environment00 Ratings8.518 Ratings
    API for custom integration00 Ratings8.820 Ratings
    Security
    Comparison of Security features of FactSet Workstation and Nimble
    Feature
    FactSet Workstation
    -
    Ratings
    Nimble
    9.3
    26 Ratings
    10% above category average
    Single sign-on capability00 Ratings9.424 Ratings
    Role-based user permissions00 Ratings9.324 Ratings
    Social CRM
    Comparison of Social CRM features of FactSet Workstation and Nimble
    Feature
    FactSet Workstation
    -
    Ratings
    Nimble
    8.4
    29 Ratings
    11% above category average
    Social data00 Ratings8.429 Ratings
    Social engagement00 Ratings8.429 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of FactSet Workstation and Nimble
    Feature
    FactSet Workstation
    -
    Ratings
    Nimble
    8.8
    25 Ratings
    15% above category average
    Marketing automation00 Ratings8.725 Ratings
    Compensation management00 Ratings8.919 Ratings
    Platform
    Comparison of Platform features of FactSet Workstation and Nimble
    Feature
    FactSet Workstation
    -
    Ratings
    Nimble
    8.3
    27 Ratings
    9% above category average
    Mobile access00 Ratings8.327 Ratings
    Best Alternatives
    FactSet WorkstationNimble
    Small Businesses
    No answers on this topic
    Salesflare
    Score10 out of 10
    Medium-sized Companies
    S&P Capital IQ
    Score7.5 out of 10
    Kintone
    Score9.7 out of 10
    Enterprises
    S&P Capital IQ
    Score7.5 out of 10
    Oracle Sales
    Score8.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    FactSet WorkstationNimble
    Likelihood to Recommend
    8.5
    (17 ratings)
    7.0
    (33 ratings)
    Likelihood to Renew
    10.0
    (2 ratings)
    7.0
    (3 ratings)
    Usability
    7.1
    (13 ratings)
    8.0
    (19 ratings)
    Support Rating
    7.0
    (1 ratings)
    9.8
    (19 ratings)
    User Testimonials
    FactSet WorkstationNimble
    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
    Nimble
    This tool is suitable for all sizes of organizations since it has the capacity to manage customer relations in the best possible way. Its features like task management, reports, social collaboration, and forecasting are always considered important for CRM and they all work without causing any trouble. But its Reports need to be more elaborate and its interface should be made easier and less tricky.
    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
    Nimble
    • Importing contacts in the CRM is very much consist of easy steps.
    • It allows me to create, edit and view contacts records anywhere from the web.
    • It is helping me to stay organized in terms of marketing needs and providing real-time information automatically.
    • it is playing an excellent role in managing our all relations.
    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
    Nimble
    • Nimble's storage space is very sparse, but we have found that it can be expanded at an additional cost.
    • Their mobile application is not as good as some of us expected, and we strongly recommend improving it to make it work effectively.
    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
    Nimble
    It's truly a great system if you get it for the right reasons. Don't expect it to do everything a mid market organization would require but for any small business or mid to large organizations which would like to integrate to it for the social insights capabilities this is a leading solution which can add value immediately
    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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    Nimble
    The platform has more advantages and positives as compared to challenges or negatives in comparison to other comparable products and platforms available in the marketplace. It was extremely easy to get started with the initial deployment which makes the choice much clearer. Finally its tight integration not just with Microsoft O365 suite, but also with [the] most popular social media platforms available makes it a very favorable platform in its domain.
    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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    Nimble
    It was productive to be able to access remote support sessions from nimble employees, whom we decided to contact to have one of the features mentioned above explained to us. They were methodical and easy to explain solutions, so we recommend them for any kind of doubt.
    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
    Nimble
    Nimble has proven to be a positive and well-respected application within our company for setting us up for success at building personal and meaningful associations with decision makers. It has been a significant reason why we have gained acceptance and trust from those who we have introduced ourselves to over time. The ability to feel a true understanding of our prospects and customers as real human beings with unique interests and common aspirations opens up doors of valuable conversation. The other options that were reviewed and considered provided many of the common ways from the past that stored CRM information. This method was much more of a static representation of the real interactions made between a company or salesperson with the prospects and customers. Nimble has brought back what should never have been lost - being like neighbors who spoke to each other about more things than just business.
    Incentivized
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    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
    Nimble
    • Time-Saving is one of the biggest ROIs for me. 30-60 minutes a day means I can focus on more marketing, sales, or client work.
    • A soft ROI is in better contact relationships. People are often impressed that I follow-up after meetings, and especially when they say to contact them in 6 months or next year.
    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.