Name: Solutions for Research Management
Uploaded: 2024-11-13T21:11:21.000Z
Duration: 45 s
Description: FactSet Solutions for Research Management

Digital Adoption

Help Desk

Web and Video Conferencing

Customer Support

Bug  Tracking

Chatbot

Feature Management

JavaScript Frameworks

WebOps

Development

Online Proctoring Software

Education

Business Intelligence (BI)

Collaboration

Email Spam Filter

Partner Relationship Management

Supply Chain Visibility

Visual Collaboration

Enterprise

Accounting

Expense Management

Payment Hubs

Payment Orchestration

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

Browser

Cloud Storage

Computerized Maintenance Management Systems (CMMS)

Data Center Outsourcing (Europe)

Database-as-a-Service (DBaaS)

Enterprise Architecture Management

Fraud Detection

Hadoop-Related

Integration Platform as a Service (iPaaS)

Internet of Things (IoT)

Network Performance Monitoring

Non-Relational Databases

Process Mining

Requirements Management

SOA Governance

Scale-Out Storage

Server Virtualization

Software Distribution

Web Access Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Call Tracking

Content Management

Email Marketing

Event Management

Marketing Attribution

Marketing Automation

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Task Management

Professional Services

Conversation Intelligence

Customer Relationship Management (CRM)

Multichannel Retail

Sales Training

Sales

Cloud Computing Security

Security

Assisted Living

Hotel Management

Jail Management

Multiple Listing Service (MLS)

Plagiarism Checker

Population Health Management

Telemedicine

Veterinary

Vertical-Specific

Find top rated software and services based on in-depth reviews from verified users. 400+ software categories including PaaS, NoSQL, BI, HR, and more.

LSEG Eikon

LSEG (London Stock Exchange Group)

AlphaSense

PitchBook

S&P Capital IQ

S&P Global Inc.

Bloomberg Terminal

Bloomberg

D&B Credit Insights

Dun  Bradstreet

BamSEC

LSEG Workspace

Tegus

Tegus Inc

Microsoft 365

Microsoft Teams

Microsoft Dynamics 365

Salesforce Sales Cloud

Tableau Cloud

Perplexity

Microsoft Power BI

FactSet is a versatile tool that has found great utility in the field of financial research and modeling. Users have reported positive experiences with the core functionality of FactSet, which enables efficient analysis and reduces work time. One key use case of FactSet is to find firmographic information about public companies for recruitment and retention purposes. By providing comprehensive data on companies, FactSet assists users in making informed decisions about potential candidates and evaluating industry trends. 

Another important use case of FactSet is its role in verifying and enhancing data related to companies in the financial services industry. The product's integration with CRM and other tools such as Excel adds value by allowing for seamless data transfer and analysis. Additionally, the robust and stable API of FactSet empowers users to conduct better data analysis and export relevant information to Excel for further manipulation.

FactSet components have also proven beneficial in consolidating accounting objectives and integrating with other solutions. Users appreciate the ability to track competitors, leveraging FactSet's capabilities in conjunction with MS PowerPoint and Excel for presentations and data visualization. FactSet is regarded as a valuable resource within the financial research community, delivering relevant insights and facilitating efficient workflows for users across various sectors.

Comprehensive Financial Research Platform: Several users have found Factset to be a comprehensive financial research platform that offers extensive data on public companies and other publicly available information. They appreciate the tool's ability to provide organizational information about the financials tied to publicly traded companies, including revenue, employee count, primary contacts, funding rounds, stock trends, and corporate hierarchy.

Intuitive User Interface: Many reviewers have praised Factset for its intuitive user interface. They find it easy to navigate and quickly access the entire dashboard to view financial records for comparative analysis. This user-friendly interface enhances their overall experience with the platform.

Prompt Customer Service: Users are impressed with Factset's prompt customer service. They appreciate the timely assistance provided by the support team whenever they encounter any issues or have questions regarding the platform. The responsive customer service contributes positively to their satisfaction with Factset as a financial research tool.

Long Load Time: Some users have complained about the tool taking a significant amount of time to load, causing inconvenience for them. 

Discrepancies in Numbers: Several reviewers have noticed discrepancies between the numbers provided by the tool and the actual balance sheets of companies, leading to doubts about its accuracy. However, users appreciate that the FactSet team promptly addresses these issues when raised.

Limited Portfolio Management Features: Users find that the portfolio management features offered by FactSet are not as robust as those provided by Bloomberg, especially in terms of backtesting and risk analysis. Additionally, some users feel that there is a lack of proactive offerings for free trials.

Dun and Bradstreet's Credit Insights is for any small business owner who wants to know their business’s credit, offering real-time alerts when there are changes to business scores and ratings so the user can quickly spot potential issues and act fast. Strong business credit scores may not only help secure favorable financing terms and attract potential investors, but it may also signal reliability and trustworthiness to interested suppliers, partners, and customers.

FactSet Workstation

Financial Research

IRN 2.0 Product Tour

FactSet Workstation Demo

Financial Services

Electrical & Electronic Manufacturing

Likelihood to Recommend

Likelihood to Renew

Usability

Support Rating

Private Company Data

Industry-Specific Information

Independent Research Access

M&A Analysis

Supply Chain Data

ESG Data

Macroeconomic News

Search Tools

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.

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.

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.

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.

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.

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 creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant access to financial data and analytics that investors use to make crucial decisions. 

For over 40 years, through market changes and technological progress, the company's focus has always been to provide exceptional client service. FactSet operates from more than 60 offices in 23 countries. 

FactSet

FactSet Solutions for Research Management

Solutions for Research Management

Explore a centralized research solution that supports enhanced collaboration, consistency, and idea creation.

The most important features for the effectiveness of a financial research platform

Public Company Data

The ability to access fundamentals, earnings, or other information through company filings and other sources

The ability to access fundamentals, earnings, or other information for companies that are not publicly listed

Industry and Sector Research

The quality and completeness of analyses and research on the overall performance and outlook of specific sectors and industries

The quality and completeness of industry-specific information, e.g., the progress or success of clinical trials in the pharmaceutical industry

The ability to access third-party analyses, e.g., Morningstar reports

The quality and completeness of mergers and acquisitions filings, news, rumors, etc.

The quality and completeness of information on how a company sources its materials and other production resources

The quality and completeness of data on Environmental, Social, and Governance practices

Credit Ratings Reports

The quality and completeness of information on corporate credit ratings

The quality and completeness of news and information about current macroeconomic events and trends

The quality and effectiveness of tools to help locate specific and relevant information within the platform

quote system sea center operation manager

quote system sema center operations manager

quote system sejda center operations manager

quote system seja center operations manager

quote system sema center operations managers

quote system sejda center operations managers

quote systems sejda center operations manager

quote systems seja center operation manager

quote systems seja center operations manager

quote systems sejda center operation managers

quote systems sejda center operations managers

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Setting up

Sized companies

Quite slow

Difficult for beginners

Knowledge base

Faster load

Free version

Web interface

Load time

Bit expensive

Easy to customize

Easy to run

Easy to generate

Easy to understand

Provide information

Interface is well

Financial reports

Not perfect

Time data

Business processes

Home

Financial Research Platforms

Financial estimates from analyst estimates, screening for M&amp;A transactions and capital raises, screening for shareholder rights plans and being able to use the date to complete various analyses. Using FactSet to check financials. We use FactSet often to complete public company analyses is our most likely use cases and is able to quickly do calendar figures even if the company is on an off calendar fiscal year.

Market Figures (Stock Price, Ent Value, Equity Value)
Rights Plan Data
Screening for Selected Data

Often unclear where estimates come from
Excel popup for formulas is often difficult to use and glitchy
Providing source of data

improved time to complete an analysis
Often data is incorrect or no source provided
Only source we've found to support a rights plan and takeover defense analysis

PitchBook, AlphaSense, Bloomberg Terminal

Real time data
Active graph charting
M&A / Financial buyer screens

News alerts
More robust financial screening

Would not change. Did not switch from anything... Factset was already in use when i joined the organization

I use FactSet primarily to get the latest earnings transcripts and financial data of peer companies for further analysis.

Easy to set up
Easy to navigate
Well structured

FactSet Workstation

Overview

What is FactSet Workstation?