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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

    QuestionPro

    Score9.2 out of 10
    N/AQuestionPro is a insights and experience management platform, designed to help organizations of all sizes, from small businesses and academic institutions to large corporations, collect and analyze data to make better decisions. The platform provides an integrated ecosystem of tools for conducting everything from simple polls to complex, multi-stage research studies, supporting both quantitative and qualitative analysis. Core platforms and use…

    $99

    per month per user

    Pricing
    FactSet WorkstationQuestionPro
    Editions & Modules
    No answers on this topic
    Essentials
    $0
    Free for life per user
    Team Edition
    $83
    per month per user
    Advanced
    $99
    per month per user
    Research Edition
    Contact Vendor
    Offerings
    Pricing Offerings
    FactSet WorkstationQuestionPro
    Free Trial
    YesYes
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    YesYes
    Entry-level Setup FeeRequiredOptional
    Additional Details——
    More Pricing Information
    Community Pulse
    FactSet WorkstationQuestionPro
    Considered Both Products
    FactSet
    No answer on this topic
    QuestionPro Inc
    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 WorkstationQuestionPro
    Financial Research
    Comparison of Financial Research features of FactSet Workstation and QuestionPro
    Feature
    FactSet Workstation
    6.6
    13 Ratings
    11% below category average
    QuestionPro
    -
    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
    Survey Format & Appearance
    Comparison of Survey Format & Appearance features of FactSet Workstation and QuestionPro
    Feature
    FactSet Workstation
    -
    Ratings
    QuestionPro
    9.7
    4 Ratings
    19% above category average
    Survey templates00 Ratings10.04 Ratings
    Themes00 Ratings9.04 Ratings
    Custom logo/branding00 Ratings10.04 Ratings
    Survey Content
    Comparison of Survey Content features of FactSet Workstation and QuestionPro
    Feature
    FactSet Workstation
    -
    Ratings
    QuestionPro
    9.7
    5 Ratings
    13% above category average
    Changes to live survey00 Ratings10.05 Ratings
    Question design help00 Ratings9.05 Ratings
    Multiple question types00 Ratings10.05 Ratings
    Survey Logic
    Comparison of Survey Logic features of FactSet Workstation and QuestionPro
    Feature
    FactSet Workstation
    -
    Ratings
    QuestionPro
    10.0
    5 Ratings
    18% above category average
    Survey logic flexibility00 Ratings10.05 Ratings
    Survey Reporting & Analytics
    Comparison of Survey Reporting & Analytics features of FactSet Workstation and QuestionPro
    Feature
    FactSet Workstation
    -
    Ratings
    QuestionPro
    9.4
    5 Ratings
    15% above category average
    Response tracking00 Ratings10.05 Ratings
    Data export00 Ratings10.05 Ratings
    Standard reports00 Ratings8.05 Ratings
    Custom reports00 Ratings10.04 Ratings
    Analytics00 Ratings9.05 Ratings
    Survey Administration & Security
    Comparison of Survey Administration & Security features of FactSet Workstation and QuestionPro
    Feature
    FactSet Workstation
    -
    Ratings
    QuestionPro
    10.0
    5 Ratings
    15% above category average
    Access controls00 Ratings10.05 Ratings
    Compliance00 Ratings10.04 Ratings
    Survey Distribution
    Comparison of Survey Distribution features of FactSet Workstation and QuestionPro
    Feature
    FactSet Workstation
    -
    Ratings
    QuestionPro
    7.7
    4 Ratings
    5% below category average
    Vendor-offered crowdsourcing00 Ratings5.33 Ratings
    Respondent restrictions00 Ratings10.04 Ratings
    Best Alternatives
    FactSet WorkstationQuestionPro
    Small Businesses
    No answers on this topic
    Jotform
    Score8.5 out of 10
    Medium-sized Companies
    S&P Capital IQ
    Score7.5 out of 10
    Qualaroo
    Score7 out of 10
    Enterprises
    S&P Capital IQ
    Score7.5 out of 10
    SurveyMonkey
    Score8.1 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    FactSet WorkstationQuestionPro
    Likelihood to Recommend
    8.5
    (17 ratings)
    10.0
    (11 ratings)
    Likelihood to Renew
    10.0
    (2 ratings)
    7.6
    (6 ratings)
    Usability
    7.1
    (13 ratings)
    10.0
    (3 ratings)
    Support Rating
    7.0
    (1 ratings)
    7.0
    (1 ratings)
    Implementation Rating
    -
    (0 ratings)
    9.0
    (1 ratings)
    User Testimonials
    FactSet WorkstationQuestionPro
    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
    QuestionPro Inc
    QuestionPro is great for forced-choice and Likert-scale data, and it easily turns raw data into readable statistics. The simple interface lacks attractiveness but is easy to learn and use, even for members outside the digital age. QuestionPro is less effective for qualitative data and short answer responses in large quantities. Reporting and analytic features leave this information in the bulky design, clogging the report and preventing cohesive presentation of the data.
    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
    QuestionPro Inc
    • Before choosing QuestionPro, we evaluated it and Qualtrics, SurveyGizmo, and SurveyMonkey. A committee tested each of 141 key features on all four products. QuestionPro did well in the comparison and we have ended up using even more features that we tested. The summary of that work can be found here: https://oit.utk.edu/research/documentation/qualtrics-to-questionpro/.
    • The way it handles anonymous surveys is particularly good. With most products, you have to remember to check the "anonymous" box to prevent it from saving email addresses or other identifiable data. But if you forget to do so, you can't tell by taking the survey. Question pro uses "Respondent Anonymity Assurance" that must be turned on by the company (a quick request from the chat window will suffice) and then it can never be turned off. This activates a link that appears on the bottom left-hand of each survey page. Clicking it takes the survey participant to a company page which assures them that the anonymous feature is indeed turned on.
    • It has a very nice combination of great power and ease of use.
    • The support we have received from the company has been excellent. Our team has worked with around 30 research software vendors for over 35 years and this company stands out as being extremely responsive to our needs. We told them we needed a migration tool to help us move from Qualtrics to QuestionPro and they created one in just a few weeks. They've added or improved a number of other features for us, at no charge.
    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
    QuestionPro Inc
    • The current user interface for designing and editing questions is truly awful. A big step backwards from earlier user interfaces which were great.
    • Customer support is not very helpful.
    • Results of survey are not exported in a way that is easy to translate into R data frame.
    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
    QuestionPro Inc
    It's a fine product, but it's also a very competitive field, so it wouldn't take much to knock QuestionPro from top tier status. I would like to see more functionality in all programs, so whichever program does that first is likely to get my money in the next round of budgeting.
    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
    QuestionPro Inc
    QuestionPro is very easy to use. There are lots of question types and drag and drop functionality. There are lots of ways that make the platform easy to use
    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
    QuestionPro Inc
    They offer email, chat, and phone support. I have used the chat support several times. Response time was fast, but the rep did not always have the answer. Inquiries are answered quickly and thoroughly.
    Read full review
    Implementation Rating
    FactSet
    No answers on this topic
    QuestionPro Inc
    Try every feature and test take your surveys multiple times, running through different scenarios.
    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
    QuestionPro Inc
    First of all, QuestionPro has powerful futures when we compare it with others. I am not sure but somehow interface of the product is always important for some more than its functionality. QuestionPro has many features, functionality and has a great interface. It is easy to use and a software that is easy to understand.
    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
    QuestionPro Inc
    • QuestionPro is being used to automate surveys that were previously done by hand. We would not have been able to do this without the anonymous tracking feature. It has cut turnaround of reports by more than half.
    • This is of course more efficient, but this could be expected of any software that automates a survey for you.
    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.