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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

    Oktopost

    Score9 out of 10
    N/AOktopost empowers B2B enterprise and mid-market companies across Tech, Financial Services, Healthcare and other sectors to adopt a data-driven approach to social media marketing. Oktopost's social media management, social listening, and employee advocacy solutions enable B2B organizations to amplify their brand on social and measure the real impact of social on the business. Oktopost aims to enable marketers to better engage with customers and prospects, get actionable insights, and…

    $49

    per month

    Pricing
    FactSet WorkstationOktopost
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    FactSet WorkstationOktopost
    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 WorkstationOktopost
    Considered Both Products
    FactSet
    No answer on this topic
    Oktopost
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    16 Answers
    No answers on this topic
    Delivers good value for the price
    100%
    Delivers good value for the price
    15 Answers
    No answers on this topic
    Happy with the feature set
    94%
    Happy with the feature set
    15 Answers
    No answers on this topic
    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 WorkstationOktopost
    Financial Research
    Comparison of Financial Research features of FactSet Workstation and Oktopost
    Feature
    FactSet Workstation
    6.6
    13 Ratings
    11% below category average
    Oktopost
    -
    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
    Best Alternatives
    FactSet WorkstationOktopost
    Small Businesses
    No answers on this topic
    PromoRepublic
    Score7.4 out of 10
    Medium-sized Companies
    S&P Capital IQ
    Score7.5 out of 10
    No answers on this topic
    Enterprises
    S&P Capital IQ
    Score7.5 out of 10
    No answers on this topic
    All AlternativesView all alternativesView all alternatives
    User Ratings
    FactSet WorkstationOktopost
    Likelihood to Recommend
    8.5
    (17 ratings)
    8.7
    (16 ratings)
    Likelihood to Renew
    10.0
    (2 ratings)
    9.1
    (7 ratings)
    Usability
    7.1
    (13 ratings)
    8.7
    (2 ratings)
    Support Rating
    7.0
    (1 ratings)
    6.4
    (1 ratings)
    Online Training
    -
    (0 ratings)
    4.5
    (1 ratings)
    Implementation Rating
    -
    (0 ratings)
    7.3
    (1 ratings)
    User Testimonials
    FactSet WorkstationOktopost
    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
    Oktopost
    Oktopost is great if you have several Social Media profiles you want to manage and want to schedule and post all your things in a simple interface. They have a great calendar view that shows everything that is coming up and you can easily move or change postings with a few clicks. It is also good for managing a single account. It has all the features I need for our single account markets, like campaigns, tracking, scheduling, etc. I think if you are trying to manage a very large number of social media profiles it might get a bit difficult. There are tools more suited for that than Oktopost that may be easier, but Oktopost would still work.
    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
    Oktopost
    • Auto-poster feature that allows scheduling of posts to be made in relatively short time.
    • Calendar view has a great UI with easy to use drag and drop and editing features.
    • Message assets can be saved per campaign without having to re-draft them for repeated promotions.
    • Good reporting via excel export and dashboard overview
    • Great customer service and support! Including response rate and implementation of requested features
    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
    Oktopost
    • Sometimes there were bugs in the user experience, but they seemed to be quickly addressed.
    • They didn't seem to have experience dealing with large-scale company use when integrating with Eloqua information. We had a lot of issues with false data or form submits showing up.
    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
    Oktopost
    I give Oktopost a 9, as a 10 means NO improvement is needed, but all platforms must iterate and improve. Hands down Oktopost is the B2B marketing leader in the social and content marketing world. They are also very quick to work on things and make the experience better for users. I would say I was a very early adopter of Oktopost and have seen them grow into a very useful tool and also a great company! I am VERY excited to see what they will do next to make our B2B marketing jobs more efficient and results producing! Thanks for helping our business close 10 accounts from LinkedIn in the last year! And that is up from ZERO the year before NOT using Oktopost.
    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
    Oktopost
    Because in general is very good, the support team is always happy to help and you can ask them anything. They always have the solution. I also like the new functionalities that they are implementing; each month, we have something new. The end user platform is very easy to be used by the sales people.
    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
    Oktopost
    When I have sent in questions to support, I have received answers pretty quickly and they were helpful. However, I would like to see more information on the support page rather than having to contact them directly.
    Read full review
    Online Training
    FactSet
    No answers on this topic
    Oktopost
    There is a lack of online training videos or documentation. They have a long list of FAQ's but I would prefer a quick YouTube video instead.
    Read full review
    Implementation Rating
    FactSet
    No answers on this topic
    Oktopost
    As I stated earlier, I would suggest doing a quick session with the Oktopost team in order to properly set up the account and make sure you are getting the full experience.
    Read full review
    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
    Oktopost
    The integration with SalesForce and Marketo was the number one reason we went with Oktopost. It wasn't until after I got inside and got my hands dirty that I saw how great Oktopost was. The analytics reporting is sensational. It allowed me to easily pull reports to organize for my marketing department.
    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
    Oktopost
    • Ability to quickly and comprehensively provide metrics on all activities to internal users and external clients helps inform and direct immediate and long term posting decisions.
    • Ability to integrate with websites and marketing platforms allows for an understanding of user interest beyond the awareness arena and into the conversion arena.
    • Ability to quickly post allows for immediate input during time sensitive social discussions.
    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.

    Oktopost Screenshots

    Screenshot of Social BIScreenshot of CalendarScreenshot of Post ConsoleScreenshot of Employee AdvocacyScreenshot of StreamsScreenshot of Inbox