FactSet Review: Is It The Right Financial Analysis Software For Your Team?
Best for SMB teams · Mid-market · Enterprise
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FactSet offers custom pricing plan
Overview
Pricing
Features
Buyer feedback
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Security & Compliance
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What is FactSet?
FactSet is a comprehensive investment management platform which offers actionable insights on financial, ESG, debt, estimates, research news and other data, enabling businesses to make informed decisions and develop successful strategies. Through its powerful analytics and access to global markets, investors are able to identify emerging opportunities, test their ideas and maintain up-to-date portfolio monitoring. The software offers a collection of intuitive charts and reports that allow for the performance of multiple asset classes and portfolios to be tracked and assessed.
Pricing
FactSet offers custom pricing plan
Best For
Suited for solo users, small teams, SMBs, and enterprise
Security & Compliance
SOC 2Data residency:Global
FactSet Software Demo
FactSet was reviewed internally using user feedback, in-house testing, and market research to assess its performance, reliability, and user experience. Learn how we review products and our evaluation process.
Who should consider FactSet
- Team types
- Large Enterprises, Medium Business
Why teams choose FactSet
Offers extensive data for informed decision-making.
User-friendly analytics enhance usability.
Real-time access keeps users updated.
Is FactSet right for you?
What buyers should know before shortlisting FactSet
FactSet is a powerful investment management platform that provides extensive insights and analytics for financial professionals. Its comprehensive data coverage and user-friendly tools make it a go-to choice for investors looking to make informed decisions.
FactSet pros and cons
- FactSet pros
Offers extensive data for informed decision-making.
User-friendly analytics enhance usability.
Real-time access keeps users updated.
- FactSet cons
High subscription costs may deter some users.
Complex interface can overwhelm new users.
Ready to try it?
Get started with FactSet
Connect with the team for a personalised demo.
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See how it stacks up
Compare FactSet side-by-side with top Financial Analysis Software alternatives.
What is the pricing of FactSet?
FactSet uses custom pricing — plans are tailored to your team size and needs. Contact them for a quote.
FactSet reviews and ratings
What buyers like
- Comprehensive investment insights
- Real-time data access
- User-friendly analytics
Common complaints
- High subscription cost
- Complex interface
- Steep learning curve
What are the features of FactSet?
Customer relationship management (CRM) is a tool that allows to keep track of all of the company's relationships and interactions with its c…
Client management, also referred to as customer management, is a crucial aspect of business operations that involves the management and orga…
People can collaborate more easily with the help of collaboration tools. The goal of a collaboration tool is to help a group of two or more…
Portfolio management is means managing an individual's assets in order to optimize earnings over a specific period of time. Project portfoli…
Reporting provides complete visibility of the project and a clear grasp of what has to be done to the on-site personnel. The reporting proce…
FactSet security and data handling
Key compliance certifications and security features for IT and security teams evaluating FactSet.
Certifications
Developer & data
Alternatives to FactSet
FactSet Support Options
Frequently Asked Questions About FactSet
Common questions buyers ask before choosing FactSet.
FactSet is a Financial Analysis Software. FactSet offers Portfolio Management, Reporting, Collaboration Tools, Client Management (Customer) and many more functionalities.
Buyers commonly note the following limitations of FactSet: High subscription costs may deter some users.; Complex interface can overwhelm new users.; Not ideal for casual or beginner investors..
Some top alternatives to FactSet includes Morningstar Office, Kaya, Qualified, Growthsense and Investor Intelligence.
FactSet offers Quotation Based pricing model
The starting price is not disclosed by FactSet. You can visit FactSet pricing page to get the latest pricing.
Ready to try it?
Get started with FactSet
Get connected with the team for a personalised demo.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].
