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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

    SurveyMonkey

    Score8.1 out of 10
    N/ASurveyMonkey provides free, customizable surveys, and a suite of paid, back-end programs that include data analysis, sample selection, bias elimination, and data representation tools. SurveyMonkey also offers large-scale, enterprise options for companies interested in data analysis, brand management, and consumer focused marketing.

    $99

    per month

    Pricing
    FactSet WorkstationSurveyMonkey
    Editions & Modules
    No answers on this topic
    Team Advantage
    $25
    per month (billed annually) per user (starting at 3 users)
    Team Premier
    $75
    per month (billed annually) per user (starting at 3 users)
    Standard Monthly
    $99
    per month
    Individual Plan - Advantage Annual
    $468
    per year
    Individual Plan - Premier Annual
    $1,428
    per year
    Offerings
    Pricing Offerings
    FactSet WorkstationSurveyMonkey
    Free Trial
    YesNo
    Free/Freemium Version
    NoYes
    Premium Consulting/Integration Services
    YesNo
    Entry-level Setup FeeRequiredNo setup fee
    Additional Details——
    More Pricing Information
    Community Pulse
    FactSet WorkstationSurveyMonkey
    Considered Both Products
    FactSet
    No answer on this topic
    SurveyMonkey, Inc
    No answer on this topic
    Key User Insights
    Would buy again
    100%
    Would buy again
    16 Answers
    79%
    Would buy again
    34 Answers
    Delivers good value for the price
    100%
    Delivers good value for the price
    15 Answers
    81%
    Delivers good value for the price
    30 Answers
    Happy with the feature set
    94%
    Happy with the feature set
    15 Answers
    84%
    Happy with the feature set
    36 Answers
    Lived up to sales and marketing promises
    92%
    Lived up to sales and marketing promises
    12 Answers
    80%
    Lived up to sales and marketing promises
    28 Answers
    Implementation went as expected
    100%
    Implementation went as expected
    11 Answers
    86%
    Implementation went as expected
    31 Answers
    Features
    FactSet WorkstationSurveyMonkey
    Financial Research
    Comparison of Financial Research features of FactSet Workstation and SurveyMonkey
    Feature
    FactSet Workstation
    6.6
    13 Ratings
    11% below category average
    SurveyMonkey
    -
    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 SurveyMonkey
    Feature
    FactSet Workstation
    -
    Ratings
    SurveyMonkey
    7.2
    76 Ratings
    11% below category average
    Survey templates00 Ratings8.075 Ratings
    Themes00 Ratings7.367 Ratings
    Custom logo/branding00 Ratings6.367 Ratings
    Survey Content
    Comparison of Survey Content features of FactSet Workstation and SurveyMonkey
    Feature
    FactSet Workstation
    -
    Ratings
    SurveyMonkey
    7.6
    78 Ratings
    11% below category average
    Changes to live survey00 Ratings7.062 Ratings
    Question design help00 Ratings6.872 Ratings
    Multiple question types00 Ratings9.078 Ratings
    Survey Logic
    Comparison of Survey Logic features of FactSet Workstation and SurveyMonkey
    Feature
    FactSet Workstation
    -
    Ratings
    SurveyMonkey
    7.3
    72 Ratings
    14% below category average
    Survey logic flexibility00 Ratings7.372 Ratings
    Survey Reporting & Analytics
    Comparison of Survey Reporting & Analytics features of FactSet Workstation and SurveyMonkey
    Feature
    FactSet Workstation
    -
    Ratings
    SurveyMonkey
    7.1
    78 Ratings
    13% below category average
    Response tracking00 Ratings7.577 Ratings
    Data export00 Ratings6.374 Ratings
    Standard reports00 Ratings8.077 Ratings
    Custom reports00 Ratings6.864 Ratings
    Analytics00 Ratings7.065 Ratings
    Survey Administration & Security
    Comparison of Survey Administration & Security features of FactSet Workstation and SurveyMonkey
    Feature
    FactSet Workstation
    -
    Ratings
    SurveyMonkey
    8.3
    67 Ratings
    4% below category average
    Access controls00 Ratings8.067 Ratings
    Compliance00 Ratings8.558 Ratings
    Survey Distribution
    Comparison of Survey Distribution features of FactSet Workstation and SurveyMonkey
    Feature
    FactSet Workstation
    -
    Ratings
    SurveyMonkey
    7.5
    48 Ratings
    7% below category average
    Vendor-offered crowdsourcing00 Ratings7.332 Ratings
    Respondent restrictions00 Ratings7.846 Ratings
    Best Alternatives
    FactSet WorkstationSurveyMonkey
    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
    QuestionPro
    Score9.2 out of 10
    All AlternativesView all alternativesView all alternatives
    User Ratings
    FactSet WorkstationSurveyMonkey
    Likelihood to Recommend
    8.5
    (17 ratings)
    8.7
    (111 ratings)
    Likelihood to Renew
    10.0
    (2 ratings)
    9.0
    (26 ratings)
    Usability
    7.1
    (13 ratings)
    9.0
    (41 ratings)
    Availability
    -
    (0 ratings)
    10.0
    (1 ratings)
    Performance
    -
    (0 ratings)
    6.0
    (1 ratings)
    Support Rating
    7.0
    (1 ratings)
    9.4
    (35 ratings)
    Implementation Rating
    -
    (0 ratings)
    10.0
    (2 ratings)
    User Testimonials
    FactSet WorkstationSurveyMonkey
    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
    SurveyMonkey, Inc
    SurveyMonkey is well suited for external, professional, client-facing forms and complex question types. I've tried generating forms on HubSpot, and it's not nearly as intuitive or clean-looking, and not all question types are supported (e.g. Likert scales). For quick, internal forms that don't need to be as pretty or professional, I find that Google Forms is the quickest and easiest to pull together, especially since it has a single, universal respondent link. If I wanted to embed a link in a mass email, SurveyMonkey doesn't allow multiple respondents to use the same link on my plan.
    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
    SurveyMonkey, Inc
    • Keeps identifiable information anonymous.
    • Being able to close the survey at a set time without having to remember to do so.
    • Takes the guess work out of response collecting.
    • Makes it easy to categorize responses within the same survey. Being able to add tags to open-ended questions makes it easy for us to identify patterns in responses.
    • An array of survey options and questions.
    • An all around great product that meets multiple needs.
    • Can have multiple collectors for the same survey to included manual input.
    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
    SurveyMonkey, Inc
    • I would like to have more customizable options for branding it to our hospital colors. Some survey options allow you to enter html color codes. SurveyMonkey allows you to change colors and you have to pick from selected options.
    • Embedding the surveys into a webpage, like WordPress is not as seamless as other services.
    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
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    SurveyMonkey, Inc
    Compared to other competitors in the market (including a few I've used internally), if you're looking for a survey application, this one does the job and it's quite inexpensive too. Considering the fact that it comes with a handy mobile application too (on iOS and Android), you also get flexibility thrown in the deal too.
    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
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    SurveyMonkey, Inc
    It does everything a survey software should do, and it does it very well. I can't speak for how well it would work for a business that was surveying tens of thousands of people - but for a small business of 50 employees with a couple of thousand clients, it does everything it needs to do.
    Incentivized
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    Performance
    FactSet
    No answers on this topic
    SurveyMonkey, Inc
    still to many limitations for more complex surveys --skips, filtered questions, etc.
    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
    SurveyMonkey, Inc
    I've never had to contact the SurveyMonkey customer care team directly, but they have a pretty good library of help articles on their website. Everything from designing and executing your survey to account and billing questions. I never had a need for further support from Survey Monkey.
    Incentivized
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    Implementation Rating
    FactSet
    No answers on this topic
    SurveyMonkey, Inc
    Implementation not required.
    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
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    SurveyMonkey, Inc
    SurveyMonkey is easier to customize and provides much more in depth analytics. SurveyMonkey also provides better templates providing us with a better presentation to our employees. SurveyMonkey also comes with a more trustworthy platform that ensures confidentiality, which is incredibly important to our employees and means we're getting more reliable results from the surveys.
    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
    SurveyMonkey, Inc
    • The speed at which we can develop, program, execute and generate actual usable results provides significant value, particularly when we need fresh numbers to illustrate a point.
    • The fact that we can execute a research project so quickly means that new research is always a primary option when we're developing campaigns. That's a huge value proposition.
    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.