FactSet Alternatives with Better Features
Unleash your investment potential with FactSet.
Trusted by 2M+ software buyers annually.
Main Features
- CRM
- Client Management (Customer)
- Collaboration Tools
- Portfolio Management
Pricing
FactSet offers custom pricing plan
Showing 1-6 out of 6
List of the Top FactSet alternatives as of July 2026
Compare business software, products, and services to find the best solution for your business or organization. Use the filters on the left to drill down by category, pricing, features, market segment, user ratings, and more.
Morningstar Office
Master your portfolio with ease.
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What is Morningstar Office?
Morningstar Office is an easy to use portfolio management software program specifically designed for use by investment professional advisors, registered investment advisors (RIA's) and public investment fund managers. Morningstar Office is an advanced Power Portfolio Management System (PMS) ...
Read moreCommon Features
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Portfolio Management
Unique Features
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Performance Analysis
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Investment Monitoring
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Reports
+ 2 more
Pricing
Morningstar Office offers custom pricing plan
Qualified
Boost your website's conversion with Qualified.
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What is Qualified?
Qualified is an AI-powered conversational marketing platform designed to help modern B2B marketing and sales teams convert website traffic into qualified pipeline. Its flagship feature, Piper the AI SDR Agent, automates the entire inbound sales process—engaging visitors in real-time, surfacing ...
Read moreCommon Features
No common features
Unique Features
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Pop-ups
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Alerts
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Co-Browsing
+ 12 more
Pricing
Qualified offers custom pricing plan
Spotsaas Buyer Intelligence
Own the software buyers are comparing here? See who's weighing you against rivals — and who's comparing your competitors while you're not in the running.
Workvivo
Connecting teams, strengthening relationships.
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What is Workvivo?
Workvivo is a revolutionary employee communication app that works to strengthen the connections between colleagues. Beyond the traditional tools, Workvivo has the ability to effectively engage and reach out to team members. This revolutionary communication platform aids in the construction of ...
Read moreCommon Features
No common features
Unique Features
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Calendar Management
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Employee Database
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Access Control
+ 7 more
Pricing
Workvivo offers custom pricing plan
DataSpark
Empowering investors with data-driven insights.
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What is DataSpark?
DataSpark, the N.1 financial platform for NextGen investors, provides exclusive stock watchlists, analytics, insights, and actionable data. With our platform, investors have access to top-tier financials, sustainability metrics, alternative data, and powerful quantitative insights, which are ...
Read moreCommon Features
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Portfolio Management
Unique Features
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Sentiment Analysis
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Security Testing
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Corporate (Business)
+ 2 more
Pricing
Starts from $99/Month, also offers free forever plan
Finbox-platform
Empower your investments with Finbox-platform.
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What is Finbox-platform?
Finbox-platform is an unparalleled stock market research solution designed to help investors, traders, and financial entities launch their Embedded Lendings with ease. This platform provides up-to-date and accurate financial data from nearly all world exchanges, containing 900 million ...
Read moreCommon Features
No common features
Unique Features
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Investor Management
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Stock Management
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Reporting and Analysis
+ 4 more
Pricing
Free Trial available, Try Now
Starts from $20/Month when Billed Yearly, also offers free forever plan
YCharts
Unlock investment insights with dynamic analytics.
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What is YCharts?
YCharts is a comprehensive business research tool for enterprises, aiding them to gain better insights on their investments. It provides comprehensive analytics related to securities, portfolio, and financial performance to help companies immensely in planning their investments. The intuitive ...
Read moreCommon Features
No common features
Unique Features
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Dashboard
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Data Security
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Onboarding
+ 5 more
Pricing
Free Trial available
YCharts offers custom pricing plan
Compare FactSet with alternatives
About the reviewer
Rajat Gupta is the founder of Spotsaas. Over the past two years, he has reviewed 2,000+ tools across CRM, HR, AI, and finance — applying hands-on product research and a background in commerce and the CFA program to evaluate software through a business and ROI lens. His goal: help teams make software decisions they won't regret.
Disclaimer: This research has been collated from a variety of authoritative sources. We welcome your feedback at [email protected].