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What is FactSet?

FactSet delivers superior content, analytics, and flexible technology to help more than 122,000 users see and seize opportunity sooner. We give investment professionals the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support from dedicated specialists. We're proud to have been recognized with multiple awards for our analytical and data-driven solutions and repeatedly ranked as one of Fortune's 100 Best Companies to Work For.

Who Uses FactSet?

Investment management solutions designed for investment bankers, asset owners, buy-side traders, client service and marketing professionals, financial advisors, information technologists and more.

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Reviews of FactSet

Average score

Overall
4.9
Ease of Use
4.1
Customer Service
4.7
Features
4.9
Value for Money
4.4

Reviews by company size (employees)

  • <50
  • 51-200
  • 201-1,000
  • >1,001

Find reviews by score

5
86%
4
14%
Verified Reviewer
Verified LinkedIn User
Consumer Goods, Self Employed
Used the Software for: 1+ year
Reviewer Source

Great to track personalized portfolios and calculations

5.0 5 years ago

Pros:

I like how you can make your own personal portfolios based on whatever metrics you want. I also like the ability to see the overview of companies and get a great understanding of what they do and their financials. Being able to compare industry specific research about certain companies is a great feature as well.

Cons:

It is very difficult to use and understand how to complete desired calculations. It can be time consuming manually building out calculations that you want to be visible because they are not available or you just don't know where to locate them.

Aruna
Analyst - Transformation Finance in India
Financial Services, 1,001–5,000 Employees
Used the Software for: 2+ years
Reviewer Source

Best tool for Financial Research

4.0 2 years ago

Comments: Overall factset is a very good tool for financial research and modelling. Though the loading speed and sometime in-correct number is of concern as referring to the data extracted from Factset and company's balance sheet always is not possible.

Pros:

Factset is a comprehensive financial research platform with an intuitive user interface and excellent customer support. I begin with the research about company name and it gives the entire dashboard quickly at once where you see the financial records and can do the comparative analysis. I must say that the customer service of Factset is very prompt.

Cons:

The entire tool take a bit of time to load and requires high speed internet connection (at least 50MBPS and above) to open. Though sometime the numbers are incorrect when the same is compared to the balance sheet of the company which in turn is rectified by the factset team when raised a ticket.

Verified Reviewer
Verified LinkedIn User
Computer Software, 11–50 Employees
Used the Software for: 6-12 months
Reviewer Source

Why pay for bloomberg?

5.0 6 years ago

Comments: Excellent product, a force to be reckoned with.

Pros:

I like that Factset allows me to purchase exactly what I want, no more, no less. No overpriced single SKU

Cons:

It's not financial services industry standard yet. The more players onboard, the better it will become. I heard ML just started using it which is a big deal

Verified Reviewer
Verified LinkedIn User
Nonprofit Organization Management, 51–200 Employees
Used the Software for: 6-12 months
Reviewer Source

Lots of features and information, but can be overwhelming

5.0 6 years ago

Comments: Finding firmographic information about public companies for recruitment and retention purposes.

Pros:

Contains a plethora of organizational information about the financials tied to publicly traded companies - revenue, employee count, primary contacts, funding rounds, stock trends, corporate hierarchy. Tons of information at your disposal - way more than you could ever use.

Cons:

There's SO much information that it's hard to navigate for new users.

Edward
Associate in US
Financial Services, 51–200 Employees
Used the Software for: 2+ years
Reviewer Source

FactSet Review

5.0 11 months ago

Pros:

Very intuitive, straightforward terminal user interface; very sleek

Cons:

Excel pulls are sometimes difficult to write, especially vs. CapIQ or Bloomberg Terminal