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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

    Wufoo

    Score9 out of 10
    N/AWufoo is a web application for creating online forms. The tool automatically builds the database, backend and scripts needed making it easy to collect and understand data. Wufoo was acquired by SurveyMonkey in 2011.

    $0

    Pricing
    FactSet WorkstationWufoo
    Editions & Modules
    No answers on this topic
    Free
    $0
    Starter
    $14.08
    per month
    Professional
    $29.08
    per month
    Advanced
    $74.08
    per month
    Ultimate
    $183.25
    per month
    Offerings
    Pricing Offerings
    FactSet WorkstationWufoo
    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 WorkstationWufoo
    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
    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 WorkstationWufoo
    Financial Research
    Comparison of Financial Research features of FactSet Workstation and Wufoo
    Feature
    FactSet Workstation
    6.6
    13 Ratings
    11% below category average
    Wufoo
    -
    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 Wufoo
    Feature
    FactSet Workstation
    -
    Ratings
    Wufoo
    7.5
    34 Ratings
    7% below category average
    Survey templates00 Ratings8.028 Ratings
    Themes00 Ratings4.531 Ratings
    Custom logo/branding00 Ratings10.033 Ratings
    Survey Content
    Comparison of Survey Content features of FactSet Workstation and Wufoo
    Feature
    FactSet Workstation
    -
    Ratings
    Wufoo
    7.7
    32 Ratings
    10% below category average
    Changes to live survey00 Ratings7.527 Ratings
    Question design help00 Ratings7.028 Ratings
    Multiple question types00 Ratings8.532 Ratings
    Survey Logic
    Comparison of Survey Logic features of FactSet Workstation and Wufoo
    Feature
    FactSet Workstation
    -
    Ratings
    Wufoo
    8.0
    30 Ratings
    4% below category average
    Survey logic flexibility00 Ratings8.030 Ratings
    Survey Reporting & Analytics
    Comparison of Survey Reporting & Analytics features of FactSet Workstation and Wufoo
    Feature
    FactSet Workstation
    -
    Ratings
    Wufoo
    8.9
    34 Ratings
    9% above category average
    Response tracking00 Ratings9.030 Ratings
    Data export00 Ratings9.532 Ratings
    Standard reports00 Ratings9.027 Ratings
    Custom reports00 Ratings9.022 Ratings
    Analytics00 Ratings8.026 Ratings
    Survey Administration & Security
    Comparison of Survey Administration & Security features of FactSet Workstation and Wufoo
    Feature
    FactSet Workstation
    -
    Ratings
    Wufoo
    8.0
    27 Ratings
    8% below category average
    Access controls00 Ratings8.027 Ratings
    Compliance00 Ratings8.023 Ratings
    Survey Distribution
    Comparison of Survey Distribution features of FactSet Workstation and Wufoo
    Feature
    FactSet Workstation
    -
    Ratings
    Wufoo
    7.5
    18 Ratings
    7% below category average
    Vendor-offered crowdsourcing00 Ratings7.07 Ratings
    Respondent restrictions00 Ratings8.018 Ratings
    Best Alternatives
    FactSet WorkstationWufoo
    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 WorkstationWufoo
    Likelihood to Recommend
    8.5
    (17 ratings)
    8.2
    (65 ratings)
    Likelihood to Renew
    10.0
    (2 ratings)
    10.0
    (32 ratings)
    Usability
    7.1
    (13 ratings)
    8.0
    (8 ratings)
    Performance
    -
    (0 ratings)
    9.0
    (1 ratings)
    Support Rating
    7.0
    (1 ratings)
    10.0
    (5 ratings)
    Online Training
    -
    (0 ratings)
    8.0
    (1 ratings)
    Implementation Rating
    -
    (0 ratings)
    9.0
    (2 ratings)
    Vendor post-sale
    -
    (0 ratings)
    10.0
    (1 ratings)
    Vendor pre-sale
    -
    (0 ratings)
    10.0
    (1 ratings)
    User Testimonials
    FactSet WorkstationWufoo
    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
    Wufoo is well suited when someone needs to gather data from visitors. It's not so well suited when you need to have people send files over 25MB in size. That's the limit and it's pretty low. We use it for resumes and MS Word files, so the size is okay for us, but might not be the case for other needs.
    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
    • Flexible, multiple entry forms: Wufoo allows users to create forms with multiple options or formats (radio, single choice, checkbox, text, paragraph text)
    • Conditional forms: Need to ask a question that only applies to a specific group? Then Wufoo is for you - it allows you to create conditional logic that allows you to reserve specific paths for specific entrants.
    • Integrations: Wufoo integrates with EVERYTHING via Zapier. You can sync it to Google sheets, email ESPs / CRMs, payment gateways... All kinds of applications for this software with its flexible uses & integrations, including embeddable HTML or direct integration to your website.
    Incentivized
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    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 think the monthly submissions should increase. As of now, you get 100 submissions per month. That's not a whole lot.
    • I would like it if the Submissions that are emailed out would come in HTML format instead of text format. Sometimes it can be a little confusing.
    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
    I only give it this mid-range rating because, since the 2014 Super Bowl is history, our company will be closing in a couple months. I hope in my next employment opportunity that I will be able to use Wufoo again. I will probably use it to a limited extent in my personal life to communicate with friends and contacts in a unique manner. I am also working on a Certificate in Web Development and I definitely use Wufoo as embedded forms in websites I build.
    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
    Wufoo's usability from the user to the client is simple. The forms are simple to construct and they are easy for our clients to fill out. I have yet to really hit something that is difficult to do and even when I do get a little stumped their excellent support team helps me through it.
    Read full review
    Reliability and Availability
    FactSet
    No answers on this topic
    SurveyMonkey, Inc
    From all the time I've been using it (around 10 years) I've never seen an outage or application error.
    Incentivized
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    Performance
    FactSet
    No answers on this topic
    SurveyMonkey, Inc
    Every time I try to use a different Form Builder - I constantly go back to Wufoo, especially compared to WordPress Plugin Form Builders. The biggest reason is the reliability of the form notifications getting sent and delivered are better than form builder that rely on the Wordpress Mail Send Feature. The only feature that I have found over the last 3 years that Wufoo is missing is the ability to customize the layout of the notification emails. But that is minor in the grand scope of its reliability.
    Read full review
    Support Rating
    FactSet
    I think the data delivery could be improved, but it's a good data set.
    Incentivized
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    SurveyMonkey, Inc
    I will be completely honest - I have never needed to contact any specific support for Wufoo. This is because we've never had any problems with Wufoo that I'm aware of! It has proved to be a reliable and easy to use product, and therefore, we have not needed to reach out for any kind of support or assistance. I suppose this would speak to the exceptional quality of the product!
    Incentivized
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    Online Training
    FactSet
    No answers on this topic
    SurveyMonkey, Inc
    Good imbedded videos that visually demonstrate how to create an element within the form.
    Read full review
    Implementation Rating
    FactSet
    No answers on this topic
    SurveyMonkey, Inc
    Implementing Wufoo was a seamless process. It was an instantaneous transition from the old pdf forms and webforms we were using to the easier to understand Wufoo forms. Employees learned it with ease and the clients response was instantaneously positive. Adding Wufoo to your workflow is not only easy it is necessary.
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    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
    In terms of building reports, Wufoo is very similar to Google Forms. Both have the capability to edit live forms and immediately share them. Wufoo offers a few more features than Google Forms does as well. Overall, our department has looked at both options and continues to use Wufoo because of the data management and ease of building forms.
    Incentivized
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    Contract Terms and Pricing Model
    FactSet
    No answers on this topic
    SurveyMonkey, Inc
    I didn't help purchase this product.
    Incentivized
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    Scalability
    FactSet
    No answers on this topic
    SurveyMonkey, Inc
    I think it can be integrated with different software but not sure about its scalability.
    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
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    SurveyMonkey, Inc
    • Wufoo has had a positive impact on our marketing department by allowing us to create and deploy forms on our websites and landing pages with significantly increased efficiency and speed.
    • Wufoo has also had a huge impact in reducing our reliance on IT support to build and deploy forms to our websites.
    • Wufoo has also empowered our marketing team to be able to try and solve our business problems through tons of integrations between Wufoo and other 3rd party systems (such as Salesforce and Zapier).
    Incentivized
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    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.