FactSet Workstation vs. WealthBlock

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

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Great for VC, PE, and RE firms. I-banks and brokers should use it, as well, to scale. Cost might be too high for startups or sporadic fundraisers who don't need an ongoing tool.

• 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

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• Superior UI/UX. Our LPs and staff love it. Very intuitive.
• Well thought out and integrated features and designs. Truly a one-stop solution.
• Great customer service. Very responsive.
• Fast deployment of new features and enhancement.

• 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

Invited by TrustRadius (TR) on Vendor's Behalf

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• Compared to other LP portals, it is not cheap.
• As it's a new firm, time is needed to prove its performance consistency.
• Rapid release of new features and enhancement requires more training.

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

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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

Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

I think the data delivery could be improved, but it's a good data set.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

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.

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A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

WealthBlock comes with its native CRM, dataroom, investor onboarding, etc. Compared to other individual tools, WealthBlock provides a seamless one-stop solution for all parties involved in the process.

• 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

Invited by TrustRadius (TR) on Vendor's Behalf

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• Saved at least $50,000+ a year by replacing other disjointed tools
• Dramatically improved our team productivity with a lot less human errors
• With increased efficiency, our team is expected to take on a lot more investors