FactSet

FactSet

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Score 8.4 out of 100
FactSet

Overview

What is FactSet?

FactSet is a provider of financial data and analytic applications for investment management and investment banking professionals.
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Recent Reviews

FactSet is decent

7 out of 10
February 23, 2020
FactSet is used for verifying and enhancing data related to companies in the financial services industry. I primarily update existing …
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Reviewer Pros & Cons

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Product Details

What is FactSet?

FactSet is a provider of financial data and analytic applications for investment management and investment banking professionals.

FactSet Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo
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Comparisons

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Reviews and Ratings

 (17)

Ratings

Reviews

(1-4 of 4)
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Jesica Danie Moore | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
The FactSet components have consolidated the accounting objectives with scalable projections, we have our CRM with such integration with other solutions and FactSet is one of the easiest to integrate. It is a database that helps us implement higher-level competitor tracking. At present it is being used to fulfill integrations with MS Powerpoint and also with Excel and the FactSet capabilities are always relevant to the company.
  • Integration with MS Powerpoint.
  • FactSet is a scalable tool.
  • Consolidation with plugins.
  • The FactSet plugins allow better scalability and response to database problems and together with the integration with MS Powerpoint are the reasons to continue optimizing our response to the growth of the demand.
Integration with MS Powerpoint is one of my first recommendations, it is an advance to be able to integrate FactSet with other products to be able to expand the capacity of accounting departments. The scalability of FactSet is amazing and is related to its integration plugins. The ROI achieved through FactSet also continues to motivate me to recommend it.
Vee Larsen Temmel | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
FactSet is a tool that has add-ons to work with links with other tools such as Excel and our CRM. The database for the analysis is huge and allows to reduce the work time. In addition, it has a robust and stable API that also guarantees better data analysis with statistics that can be exported to Excel without problems.
  • Integration with our CRM
  • Integration with Excel
  • To obtain better projections it is necessary to use several plugins.
  • The interface is not intuitive.
FactSet is the most suitable platform for the fulfillment of the projections of the company, it allows a good data analysis, it complies with integrations with our CRM, it is also easy to integrate with Excel for a better reading of data when exporting the graphs, I have a Robust and easy-to-use API. The interface may not be the best, but I think the functions, in general, have met my demands.
Score 9 out of 10
Vetted Review
Verified User
Integration with CRM, Intelligence dashboard for outside-in view, feeding in data in an online account planning tool, etc. The business problem is auto-populated outside insights and the scope is covering the 27000 accounts across the board
  • curating outside in intelligence
  • enabling account plans target addressable market estimation
  • competitors tracking
  • value proposition pitching
  • RFP deal support
  • real time updation across the deal making perspectives
  • competitive intelligence categories
  • offerings and capabilities mapping
  • KPIs assessement
  • Big bets intelligence especially around large deals
the possible trajectory of an array of markets and asset classes in the context of the COVID-19 pandemic and the policy responses scenario, structural, easy-to-parametrize approach to evaluating the possible recovery paths scenarios, ability to quantitatively assess the likelihood of such scenarios. modification of the Fed-Model, offering a Monte Carlo-based reverse stress test framework, led scenario building
February 23, 2020

FactSet is decent

Score 7 out of 10
Vetted Review
Verified User
FactSet is used for verifying and enhancing data related to companies in the financial services industry. I primarily update existing accounts in our CRM.
  • Industry News
  • Corporate structure
  • Faster load time
  • API integration
FactSet is good for researching the financial industry. There are some other industries, but primarily, this site is for users in finance.
I think the data delivery could be improved, but it's a good data set.
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