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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

    Oracle CRM On Demand

    Score9.1 out of 10
    N/AThe basis of this offering is the Market2Lead product that Oracle acquired in 2010. It has now been fully integrated with Oracle's On Demand CRM product and is a full-featured marketing automation product with features from lead management and nurturing, to measuring marketing ROI.N/A
    Pricing
    FactSet WorkstationOracle CRM On Demand
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    FactSet WorkstationOracle CRM On Demand
    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 WorkstationOracle CRM On Demand
    Considered Both Products
    FactSet
    No answer on this topic
    Oracle
    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 WorkstationOracle CRM On Demand
    Financial Research
    Comparison of Financial Research features of FactSet Workstation and Oracle CRM On Demand
    Feature
    FactSet Workstation
    6.6
    13 Ratings
    11% below category average
    Oracle CRM On Demand
    -
    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 Oracle CRM On Demand
    Feature
    FactSet Workstation
    -
    Ratings
    Oracle CRM On Demand
    8.9
    25 Ratings
    13% above category average
    Customer data management / contact management00 Ratings8.025 Ratings
    Workflow management00 Ratings9.024 Ratings
    Territory management00 Ratings8.024 Ratings
    Opportunity management00 Ratings8.025 Ratings
    Integration with email client (e.g., Outlook or Gmail)00 Ratings9.022 Ratings
    Contract management00 Ratings9.024 Ratings
    Quote & order management00 Ratings10.023 Ratings
    Interaction tracking00 Ratings9.024 Ratings
    Channel / partner relationship management00 Ratings10.023 Ratings
    Customer Service & Support
    Comparison of Customer Service & Support features of FactSet Workstation and Oracle CRM On Demand
    Feature
    FactSet Workstation
    -
    Ratings
    Oracle CRM On Demand
    9.7
    24 Ratings
    23% above category average
    Case management00 Ratings10.024 Ratings
    Call center management00 Ratings10.023 Ratings
    Help desk management00 Ratings9.024 Ratings
    Marketing Automation
    Comparison of Marketing Automation features of FactSet Workstation and Oracle CRM On Demand
    Feature
    FactSet Workstation
    -
    Ratings
    Oracle CRM On Demand
    8.5
    24 Ratings
    9% above category average
    Lead management00 Ratings8.024 Ratings
    Email marketing00 Ratings9.022 Ratings
    CRM Project Management
    Comparison of CRM Project Management features of FactSet Workstation and Oracle CRM On Demand
    Feature
    FactSet Workstation
    -
    Ratings
    Oracle CRM On Demand
    9.0
    24 Ratings
    16% above category average
    Task management00 Ratings9.023 Ratings
    Billing and invoicing management00 Ratings9.022 Ratings
    Reporting00 Ratings9.023 Ratings
    CRM Reporting & Analytics
    Comparison of CRM Reporting & Analytics features of FactSet Workstation and Oracle CRM On Demand
    Feature
    FactSet Workstation
    -
    Ratings
    Oracle CRM On Demand
    8.5
    24 Ratings
    11% above category average
    Forecasting00 Ratings10.024 Ratings
    Pipeline visualization00 Ratings6.623 Ratings
    Customizable reports00 Ratings9.024 Ratings
    Customization
    Comparison of Customization features of FactSet Workstation and Oracle CRM On Demand
    Feature
    FactSet Workstation
    -
    Ratings
    Oracle CRM On Demand
    8.2
    24 Ratings
    7% above category average
    Custom fields00 Ratings9.024 Ratings
    Custom objects00 Ratings9.024 Ratings
    Scripting environment00 Ratings5.820 Ratings
    API for custom integration00 Ratings9.023 Ratings
    Security
    Comparison of Security features of FactSet Workstation and Oracle CRM On Demand
    Feature
    FactSet Workstation
    -
    Ratings
    Oracle CRM On Demand
    9.5
    25 Ratings
    12% above category average
    Single sign-on capability00 Ratings10.022 Ratings
    Role-based user permissions00 Ratings9.025 Ratings
    Social CRM
    Comparison of Social CRM features of FactSet Workstation and Oracle CRM On Demand
    Feature
    FactSet Workstation
    -
    Ratings
    Oracle CRM On Demand
    9.0
    18 Ratings
    18% above category average
    Social data00 Ratings9.018 Ratings
    Social engagement00 Ratings9.018 Ratings
    Integrations with 3rd-party Software
    Comparison of Integrations with 3rd-party Software features of FactSet Workstation and Oracle CRM On Demand
    Feature
    FactSet Workstation
    -
    Ratings
    Oracle CRM On Demand
    9.0
    22 Ratings
    18% above category average
    Marketing automation00 Ratings9.022 Ratings
    Compensation management00 Ratings9.020 Ratings
    Platform
    Comparison of Platform features of FactSet Workstation and Oracle CRM On Demand
    Feature
    FactSet Workstation
    -
    Ratings
    Oracle CRM On Demand
    9.0
    18 Ratings
    17% above category average
    Mobile access00 Ratings9.018 Ratings
    Best Alternatives
    FactSet WorkstationOracle CRM On Demand
    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 WorkstationOracle CRM On Demand
    Likelihood to Recommend
    8.5
    (17 ratings)
    10.0
    (26 ratings)
    Likelihood to Renew
    10.0
    (2 ratings)
    -
    (0 ratings)
    Usability
    7.1
    (13 ratings)
    9.0
    (2 ratings)
    Support Rating
    7.0
    (1 ratings)
    9.0
    (1 ratings)
    Implementation Rating
    -
    (0 ratings)
    10.0
    (1 ratings)
    User Testimonials
    FactSet WorkstationOracle CRM On Demand
    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
    Oracle
    I think it is well suited for organizations which are large with a lot of users so as to be able to minimize the cost of operations. Also, the organization which interacts mostly with customers can use Oracle CRM on demand.
    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
    Oracle
    • Several of our members were not familiar with various IT functions within CRM prior to working with it and so they were able to develop a working knowledge of IT pretty quickly afterwards.
    • It has a familiar feel to it as it allows users to work the data into a spreadsheet type layout with pivot tables and graphs and so it is quick to adopt.
    • Customization is great with a working knowledge of HTML, which isn't too hard to learn. You can really adapt CRM to any needs stylistically or content wise.
    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
    Oracle
    • The ability to schedule and push out reports is missing from this system. If we want to mass deliver a report on a schedule, we must run it, export it and email it out to the group, or purchase a 3rd party system.
    • The ability to trigger workflow events on a schedule is missing this system. Currently, there has to be a trigger initiated by a user and we have situations where we'd like to be able to schedule a work flow routine to go out and check from specific situations and then trigger an action. We'd also like to be able to trigger workflow actions on one object based on something in another object and this capability is very limited.
    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
    Oracle
    Because am using oracle last 3 years and it’s great
    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
    Oracle
    Compared to other competitors I find it very easy to use and learn .It has been helpful in our organisation and we have been able to manage our projects and operations well without interference.
    Incentivized
    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
    Oracle
    As am using oracle very much satisfy.
    Read full review
    Implementation Rating
    FactSet
    No answers on this topic
    Oracle
    With the right partner Oracle CRM On Demand can be implemented very quickly and seamlessly.
    Incentivized
    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
    Oracle
    MS Dynamics was easy to integrate to MS Power BI. This BI and reporting aspect is a clear strong point for Microsoft. MS solutions seem easier to integrate and learn, but this depends on the IT landscape and the complexity of integrations in a respective company.
    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
    Oracle
    • This software can display in real-time when an order is submitted, received, fulfilled, and shipped out. We are able to know within the week of what new orders came in and how effective we are being from targeting specific regions of the nation.
    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.