Solid Product and Value Proposition
October 23, 2025

Solid Product and Value Proposition

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with FactSet Workstation

We use FactSet Workstation as part of our investment research process. It is an easy to navigate UI that streamlines data collection and research-related materials in one place. We also use the Excel functions for financial modeling.

Pros

  • 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

Cons

  • Capital structure and credit analysis features
  • Better ease of use to navigate charting features
  • At times the program lags out and previous company will remain locked in when navigating through functions after searching new identifier. Most common in the filings module.
  • Better ease of use frees up research time and adds efficiency
  • Solid customer service when trying to figure out a problem
  • Document search across multiple companies/sources is a big productivity increaser
The UI is intuitive and easy to navigate. When new features are launched they are solidly communicated and there are resources available to the extent there is a learning curve. It is easy to find the data that I need in one place. One feature that could be improved would be formerly public companies are at times difficult to locate if there is a need to access prior filings.
As mentioned, believe it is a much stronger offering that CapIQ. Bloomberg is a better tool for credit and the messaging features, but cost prohibitive. We found that for research tasks FactSet Workstation is more than a good enough option, although we do supplement with a shared BBG Terminal for certain credit-related functions (pricing etc.)

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

We have used FactSet Workstation for several years, I had prior experience with the product. My firm was using CapitalIQ and I found the solution to be meaningfully weaker and lobbied to change.

FactSet Workstation Feature Ratings

Financial Research
7.8
Public Company Data
10
Private Company Data
5
Industry and Sector Research
8
Industry-Specific Information
8
Independent Research Access
9
M&A Analysis
8
Supply Chain Data
Not Rated
ESG Data
6
Macroeconomic News
8
Search Tools
8

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