FactSet

FactSet

FactSet Research Systems
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About

A multi-cloud approach designed to optimize application placement for your entire IT estate, with a full stack of universal management services designed to accelerate your transformation journey. Your enterprise workloads and applications are ready for a migration to the cloud, but a move to a hyperscale cloud provider requires your teams to learn entirely new platforms, demands potential refactoring of your applications, and doesn’t provide you with the inherent security and white-glove managed services you need to keep your business risk-free and running seamlessly. Your enterprise workloads and applications are ready for a migration to the cloud, but a move to a hyperscale cloud provider requires your teams to learn entirely new platforms, demands potential refactoring of your applications, and doesn’t provide you with the inherent security and white-glove managed services you need to keep your business risk-free and running.

About

We provide data to power your workflow, analytics to help you outperform, and insights to give you perspective. FactSet helps over 6,000 financial services firms address their most pressing challenges such as optimizing technology costs, building integrated workflows, mitigating risk, and creating efficient data governance throughout an organization. Over 160,000 investment professionals trust our comprehensive data feeds, desktop analytics, web and mobile applications, and white-glove client service to transform the way they discover, decide, and act on opportunity.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Enterprise cloud solution that offers companies a robust security, containers, automation, and simplified management and monitoring interface

Audience

Investment professionals

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

Contact FactSet Research Systems for pricing
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 4.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Comprehensive research platform for public and private markets data and research, similar to Capital IQ and the Bloomberg terminal, with capabilities and functionality.

Cons

  • Not a lot of disadvantages with FactSet, like most platforms with financial data, can be fairly pricey. Not a better platform than Capital IQ, which is the direct competitor for FactSet.

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Company Information

Expedient
Founded: 2001
United States
www.expedient.com

Company Information

FactSet Research Systems
United States
www.factset.com

Alternatives

Alternatives

KMI LMS

KMI LMS

KMI Learning
Eikon

Eikon

LSEG Data & Analytics
JointJS

JointJS

client IO s.r.o.

Categories

Colocation Supported

Categories

Investment Management Features

Accounting Management Supported
Benchmarking Supported
Bonds / Stocks Supported
Client Management Not Supported
Commodities Not Supported
Compliance Reporting Supported
Data Import / Export Supported
For Investment Advisors Supported
For Investors & Traders Supported
Fund Management Not Supported
Modeling & Simulation Supported
Payroll & Commissions Not Supported
Performance Metrics Supported
Portfolio Management Not Supported
Risk Management Supported

Integrations

ANALEC Resonate Not Supported
AWS Data Exchange Not Supported
Claude for Financial Services Not Supported
DataParser Not Supported
Dynamo Software Not Supported
Endex Not Supported
Fintech Sandbox Not Supported
Intapp DealCloud Not Supported
Macrobond Not Supported
Microsoft Power Query Not Supported
Mosaic Not Supported
Orbit Not Supported

Integrations

ANALEC Resonate Supported
AWS Data Exchange Supported
Claude for Financial Services Supported
DataParser Supported
Dynamo Software Supported
Endex Supported
Fintech Sandbox Supported
Intapp DealCloud Supported
Macrobond Supported
Microsoft Power Query Supported
Mosaic Supported
Orbit Supported
Claim Expedient and update features and information
Claim Expedient and update features and information
Claim FactSet and update features and information
Claim FactSet and update features and information