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FactSet

by FactSet Research Systems · Since 1978
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Active1+ countriesCloud
Quick facts
VendorFactSet Research Systems
Year launched1978
StatusActive
Location45 Glover Avenue 7th Floor Norwalk, CT 06850, Connecticut, United States
Countries served1+
Languages1
IntegrationsN/A
Free tierNO
Free trialYES
Contact salesYES

About FactSet

FactSet is a comprehensive financial data and analytics platform designed for investment professionals across buy-side, sell-side, and corporate environments

FactSet is a comprehensive financial data and analytics platform designed for investment professionals across buy-side, sell-side, and corporate environments. With decades of industry experience, it combines deep datasets, advanced analytics, and workflow tools into a unified ecosystem. The platform excels in delivering real-time market data, portfolio analytics, and research tools, enabling users to move from idea generation to execution efficiently. One of its strongest advantages is integration—FactSet connects data, analytics, and reporting in a single interface, reducing the need for multiple systems. Its AI-powered capabilities further enhance productivity by automating complex research and modeling tasks. The platform is highly customizable, making it suitable for asset managers, hedge funds, and wealth advisors with evolving strategies. However, its complexity can require significant onboarding, especially for new users. Pricing is also typically enterprise-level, which may limit accessibility for smaller firms. Overall, FactSet stands out as a powerful, scalable solution for professionals who require accurate data, advanced analytics, and end-to-end investment workflow support

Pros & Cons

Pros
  • Robust integration capabilities with APIs and third-party data providers
  • Highly customizable dashboards tailored to different financial roles and needs
  • AI tools reduce manual workload and speed up research and analysis processes
  • Combines research, analytics, and reporting in one unified workflow platform
  • Provides highly accurate financial data improving decision-making across investment teams
Cons
  • Not ideal for casual investors due to its professional-grade complexity
  • Implementation process can be time-consuming for large organizations
  • Some features overlap creating redundancy within workflows for users
  • May require strong hardware or stable internet for optimal performance
  • Customization may require technical expertise or support from specialists

Features

Key features

Artificial Intelligence

Automates research workflows and data analysis using AI

Investment Research

Provides deep financial data, company analysis, and market insights

Wealth Management

Tools for advisors to manage and grow client portfolios

Trading Integration

Supports execution workflows with real-time data insights

Private Markets

Supports sourcing, diligence, and monitoring of private investments

Portfolio Analytics

Enables performance tracking, risk analysis, and attribution

Additional features

API Access

Enables integration with external systems

Marketplace Access

Offers third-party datasets and APIs

Private & Public Data

Combines both asset classes seamlessly

Custom Dashboards

Personalized interface for different user roles

AI Workflows

Uses AI for research-to-pitch automation

Reporting Tools

Generates client-ready and regulatory reports

Financial Modeling

Advanced tools for valuation and forecasting

Performance Attribution

Breaks down returns by strategy or asset

Risk Management

Identifies and evaluates portfolio risks

Portfolio Monitoring

Tracks holdings across asset classes in one view

Real-Time Market Data

Delivers up-to-date pricing and financial information

Data Integration

Consolidates multiple data sources into one platform

Pricing

Free trial
Free version
Request a quote
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Countries & Languages

1
Countries served
1
Interface languages
1
Billing currencies

Available in

All countries.

Interface languages

English

Billing currencies

🇺🇸USD

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