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FactSet Workstation

FactSet Workstation

Overview

What is FactSet Workstation?

The 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…

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Learn from top reviewers

Reliable efficient and functional

Rating: 10 out of 10
June 11, 2025
IncentivizedVetted ReviewVerified User
I use FactSet primarily to get the latest earnings transcripts and financial data of peer companies for further analysis.
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Verified user
Strategist
FactSet Workstation2 years of experience

Too much data to verify.

Rating: 6 out of 10
May 26, 2025
IncentivizedVetted ReviewVerified User
Financial estimates from analyst estimates, screening for M&A transactions and capital raises, screening for shareholder rights plans and being able to use the date to com...
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Verified user
Analyst
FactSet Workstation3 years of experience

Robust integration with our CRM

Rating: 9 out of 10
March 20, 2023
IncentivizedVetted ReviewVerified 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 ...
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Vee Larsen Temmel
Account Manager - Finance and Accounting
Accountant
Mr. Cooper
FactSet Workstation2 years of experience

Integration with MS Powerpoint

Rating: 10 out of 10
December 28, 2021
IncentivizedVetted ReviewVerified 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 ...
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Jesica Danie Moore
Account Manager - Finance and Accounting
Senior Account Manager
General Motors
FactSet Workstation2 years of experience

best competitive intelligence and account planning intelligence tool

Rating: 9 out of 10
December 15, 2021
IncentivizedVetted ReviewVerified 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 insig...
Continue reading
Avishek Kumar
General Manager - Product Management
General Manager
HCL Technologies
FactSet Workstation4 years of experience
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Pricing

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FactSet Workstation

FactSet Workstation

N/A
Unavailable

What is FactSet Workstation?

The 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…

Entry-level set up fee?

  • Setup fee required
For the latest information on pricing, visithttps://www.factset.com/factset-pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Demos

FactSet Workstation Demo

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IRN 2.0 Product Tour

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Product Details

What is FactSet Workstation?

The 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 construction to wealth management, the platform adapts to diverse needs, offering configurability and real-time integration within existing workflows. With a focus on productivity and streamlining processes, the FactSet Workstation provides customizable solutions for workflows such as:

• Investment & Quantitative Research
• Portfolio Management & Trading
• Risk & Performance Analysis
• Banking
• Wealth Management
• Managed Services
• Investor Relations
• Private Capital
• Industry Research & Analysis

For more information, visit www.factset.com.

FactSet Workstation Features

Financial Research Features

  • Supported: Public Company Data
  • Supported: Private Company Data
  • Supported: Industry and Sector Research
  • Supported: Industry-Specific Information
  • Supported: Independent Research Access
  • Supported: M&A Analysis
  • Supported: Supply Chain Data
  • Supported: ESG Data
  • Supported: Macroeconomic News
  • Supported: Search Tools

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.

FactSet Workstation Video

FactSet Solutions for Research Management

FactSet Workstation Integrations

FactSet Workstation Competitors

FactSet Workstation Technical Details

Deployment TypesOn-premise, Software as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWindows, Linux, Mac
Mobile ApplicationApple iOS, Android
Supported LanguagesChinese Simplified, Chinese Traditional, English, Japanese, Korean, German
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Reviews From Top Reviewers

View all reviews
(1-1 of 1)

best competitive intelligence and account planning intelligence tool

Rating: 9 out of 10
Incentivized
December 15, 2021
AK
Avishek Kumar
General Manager
HCL Technologies (Information Technology & Services, 10,001+ employees)
Vetted Review
Verified User
FactSet Workstation
4 years of experience
Use Cases and Deployment Scope
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
Pros
  • curating outside in intelligence
  • enabling account plans target addressable market estimation
  • competitors tracking
  • value proposition pitching
  • RFP deal support
Cons
  • real time updation across the deal making perspectives
  • competitive intelligence categories
  • offerings and capabilities mapping
  • KPIs assessement
  • Big bets intelligence especially around large deals
Likelihood to Recommend
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
Most Important Features
  • Stress Test
  • Competitive tracking
  • TAM building block in account management
Return on Investment
  • High quality sales pitches
  • stress tested competitive revenue models
  • outside in views for all selling and marketing stakeholders
Alternatives Considered
Global Data, AlphaSense, Hoovers, S&P, etc.
Other Software Used
Global Database Sales & Marketing Platform, ASAPP Customer Experience Performance (CXP), AMI Enterprise Intelligence
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