FactSet vs. Nitrogen Growth Platform

Often has data where other sources would not have Well suited for large sets of data and analyses on public company data with a lot of public companies, getting the formulas to pull data is very helpful and saves a lot of time. Less appropriate for pulling investor data and co-investment data that PitchBook seems more suited

Incentivized

From experience, be very careful of the sales department attempting to sell you autopilot or additional licenses that they will tell you, you dont have to pay for because your assets with one of their fund partners qualifes you for free licenses. In my opinion, I woudn't say we were scammed but were sold on this fact, and they over subscribed us licenses includding one Autopilot licensed which we didn't need. Now, that the fund drop out of the NTF program they are full boating us the $1300 per month for licenses. Their remedy was for us to sign a new 12 month agreement, and they dropped the Autopilot license. Since the CEO has left this year, the name and sadly the company has changed.

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

Incentivized

• Faster load time
• API integration

Incentivized

• More ethical sales team
• Autopilot trading license is way overpriced
• trading software slow upload times

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

Incentivized

FactSet is great because it has a plethora of data, so much so that it is often hard to even find a company that I am looking for. However, sometimes this can make it more difficult than normal because you need to sift through tons of data. The webpage often glitches out.

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

Trading software called Irebal which was part of TD and is now available for free at Schwab is a much superior trading platform than their autopilot which costs $500+ plus per month. Risk questionnaire is moderately priced but is of good value for a practice looking for efficient way of ascertaining clients risk tolerance

• improved time to complete an analysis
• Often data is incorrect or no source provided
• Only source we've found to support a rights plan and takeover defense analysis

Incentivized

• Has greatly assisted in the risk questionnaire area