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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

    Projector PSA

    Score1.1 out of 10
    N/AProjector's cloud-based Professional Services Automation (PSA) software helps project-based services organizations track time and expenses, invoice clients, schedule resources, and manage projects. Its three modules span a more comprehensive set of uses than typical project management software. The Accounting module helps the user track time and expenses and manage invoices and billing. Also it syncs with the company's accounting systems as a sub-ledger. The Resource Scheduling module matches…

    $15

    per user

    Pricing
    FactSet WorkstationProjector PSA
    Editions & Modules
    No answers on this topic
    Team Edition
    $15
    per user
    Professional Edition
    $25
    per user
    Enterprise Edition
    $30
    per user
    Offerings
    Pricing Offerings
    FactSet WorkstationProjector PSA
    Free Trial
    YesYes
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeRequiredNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    FactSet WorkstationProjector PSA
    Considered Both Products
    FactSet
    No answer on this topic
    Projector PSA
    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 WorkstationProjector PSA
    Financial Research
    Comparison of Financial Research features of FactSet Workstation and Projector PSA
    Feature
    FactSet Workstation
    6.6
    13 Ratings
    11% below category average
    Projector PSA
    -
    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
    Project Management
    Comparison of Project Management features of FactSet Workstation and Projector PSA
    Feature
    FactSet Workstation
    -
    Ratings
    Projector PSA
    7.4
    11 Ratings
    4% below category average
    Task Management00 Ratings9.510 Ratings
    Resource Management00 Ratings9.510 Ratings
    Gantt Charts00 Ratings6.03 Ratings
    Scheduling00 Ratings8.511 Ratings
    Workflow Automation00 Ratings9.07 Ratings
    Team Collaboration00 Ratings7.57 Ratings
    Support for Agile Methodology00 Ratings5.82 Ratings
    Support for Waterfall Methodology00 Ratings5.23 Ratings
    Document Management00 Ratings8.57 Ratings
    Email integration00 Ratings7.65 Ratings
    Mobile Access00 Ratings3.77 Ratings
    Timesheet Tracking00 Ratings9.511 Ratings
    Change request and Case Management00 Ratings5.23 Ratings
    Budget and Expense Management00 Ratings8.19 Ratings
    Professional Services Automation
    Comparison of Professional Services Automation features of FactSet Workstation and Projector PSA
    Feature
    FactSet Workstation
    -
    Ratings
    Projector PSA
    7.9
    3 Ratings
    3% above category average
    Invoicing00 Ratings7.02 Ratings
    Project & financial reporting00 Ratings8.52 Ratings
    Integration with accounting software00 Ratings8.03 Ratings
    Best Alternatives
    FactSet WorkstationProjector PSA
    Small Businesses
    No answers on this topic
    Any.do
    Score8 out of 10
    Medium-sized Companies
    S&P Capital IQ
    Score7.5 out of 10
    KanbanFlow
    Score7.3 out of 10
    Enterprises
    S&P Capital IQ
    Score7.5 out of 10
    Microsoft To Do
    Score7.9 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    FactSet WorkstationProjector PSA
    Likelihood to Recommend
    8.5
    (17 ratings)
    7.0
    (12 ratings)
    Likelihood to Renew
    10.0
    (2 ratings)
    10.0
    (2 ratings)
    Usability
    7.1
    (13 ratings)
    6.4
    (1 ratings)
    Availability
    -
    (0 ratings)
    10.0
    (1 ratings)
    Support Rating
    7.0
    (1 ratings)
    -
    (0 ratings)
    Implementation Rating
    -
    (0 ratings)
    8.2
    (1 ratings)
    Product Scalability
    -
    (0 ratings)
    7.0
    (1 ratings)
    User Testimonials
    FactSet WorkstationProjector PSA
    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
    Projector PSA
    We think Projector PSA is a great tool to track and manage people in a professional service environment like management consulting. This system is easy to set up, easy to understand and should easily suit the needs of smaller and medium sized firms. It may be less appropriate for firms that rely very heavily on project management through another system (like MS Project) or firms that rely very heavily on a sales pipeline tracking system. While still very much possible to use, you would (I believe) have to do some re-keying between systems
    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
    Projector PSA
    • Projector is a very well designed tool for project management. It has allowed us to eliminate a number of auxiliary tools for project timelines and WBS for the vast majority of our projects.
    • Time and expense entry is intuitive and quick for our staff.
    • Our forecasting and resource management capability has improved greatly with Projector and allows us to grow our team efficiently with minimal additional administrative burden.
    • Reporting is extremely robust. It does require some time to really get a handle on the full functionality of the reporting tool, but once you do, you can get almost any kind of report you want out of the system!
    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
    Projector PSA
    • Release management process needs to be improved. Currently no facility is provided to test the impact of new releases in a sand-box. This introduces business risk if there are interfaces into Projector PSA as part of it's use in the business.
    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
    Projector PSA
    We have been using this tool for a year now and find our use of it continually evolves and broadens. We are also very excited about the overhaul that's under way and feel many of the improvements being put in place will help make us that much more effective and efficient. The Projector team is also very responsive and collaborative in terms of user feedback and improvement suggestions, which helps us know they will work hard to help us get what we need out of the tool.
    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
    Projector PSA
    Desktop interface feels complex to new users.
    Read full review
    Reliability and Availability
    FactSet
    No answers on this topic
    Projector PSA
    In 5 years of use we have never experienced an unscheduled outage.
    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
    Projector PSA
    No answers on this topic
    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
    Projector PSA
    We did pursue Quick Arrow another tool that was similar. We found that be in inflexible in use. Projector allows a lot of flexibility in setup. Our organization has very specific business processes and we were able to set up Projector to work with those processes. Several other systems we tried were not as flexible in allowing set up to our needs.
    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
    Projector PSA
    • Even in the small time that I stayed to see Projector PSA reporting I saw ROI projections become more realistic. There was real data to analyze that proved we were spending way too much and charging way too less on some projects.
    • Although employees were not used at entering their hours, this single reporting improved operations management and validated employees concerns that more people were needed to manage workload
    • Project proposals were more realistic because they were driven by real data.
    • Decision making overall for the department became more efficient and effective
    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.

    Projector PSA Screenshots

    Screenshot of Employee Dashboards help resources stay on task by displaying schedules and alerts.