FactSet Workstation gets the job done
October 22, 2025

FactSet Workstation gets the job done

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with FactSet Workstation

I mainly use FactSet Workstation to view analyst estimates, challenge consensus if needed, run analyst reports, monitor peer performance, activist information, and industry trends. I also use FactSet Workstation as a backup to BDCorporate to view shareowner information.

Pros

  • Excel Plug In with FactSet Workstation refresh, saves so much time
  • Ability to edit FDS formulas, no need to recreate formulas
  • Document search
  • Help desk is very helpful

Cons

  • Requesting entitlements
  • FactSet Workstation looks like it closes out so i click to open and i get an error message that says One or more instances of FactSet Workstation have been detected. Happens everytime.
  • The ability to challenge data
  • data is sourced - one click
i am sure i do not use FactSet Workstation to it full capacity, some tabs are intimidating
Bloomberg was very difficult to use, DOS like

Do you think FactSet Workstation delivers good value for the price?

Yes

Are you happy with FactSet Workstation's feature set?

Yes

Did FactSet Workstation live up to sales and marketing promises?

Yes

Did implementation of FactSet Workstation go as expected?

Yes

Would you buy FactSet Workstation again?

Yes

Helpdesk is very helpful, building out spreadsheets with FDS formulas. Even with requests from senior management that i do not understand, the helpdesk analyst does.

FactSet Workstation Feature Ratings

Financial Research
10.0
Public Company Data
10
Industry and Sector Research
10
Industry-Specific Information
10
Independent Research Access
10
ESG Data
10
Macroeconomic News
10
Search Tools
10

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