Last updated on
Company health
Ratings
Factset Investment Research description
FactSet Investment Research provides financial professionals with data, analytics, and technology to research companies and make investment decisions. It offers tools to analyze company financials, track market trends, and build investment models. FactSet primarily serves institutional investors and boasts comprehensive global coverage.
Who is Factset Investment Research best for
FactSet Investment Research equips financial professionals with comprehensive data and analytics for informed investment decisions. Users praise the platform's real-time data, historical information, and excellent customer service. However, some find the interface complex and the mobile app limited. FactSet is best suited for large financial institutions seeking in-depth investment research tools.
-
Best for large enterprises (1001+ employees).
-
Ideal for Finance, Banking, and Insurance professionals.
Factset Investment Research features
| Supported FactSet supports comparable company analysis, including customization and detailed comparisons. |
| Supported FactSet offers portfolio analysis tools, including performance attribution, risk assessment, and holdings analysis. |
| Supported FactSet offers private company data, including financials and firmographics. |
| Supported FactSet aggregates data from many public and private sources. |
| Supported FactSet offers tools for market analysis, company profiling, and due diligence. |
| Supported FactSet offers detailed holdings analysis within its portfolio analysis tools. |
Factset Investment Research reviews
We've summarised 28 Factset Investment Research reviews (Factset Investment Research G2 reviews) and summarised the main points below.
- Real-time data and historical information readily available, including cash flows and P&L.
- Comprehensive financial research platform with an easy-to-use interface (desktop version).
- Excellent customer service and readily available support.
- Customizable alerts and portfolio monitoring capabilities.
- Strong Excel integration for efficient data transfer and model updates.
- Difficult to find specific information due to ticker setup.
- Software can feel slow and impact computer performance.
- Limited functionality and slow loading times on the mobile app.
- Financials data can be limited in depth, requiring other tools for detailed analysis.
- UI can be complex and overwhelming for new users, particularly compared to alternatives.
Factset Investment Research alternatives
AumniBetter for venture capital and private equity firms. More focused on portfolio management, document management, and market benchmarking. Has more momentum in website traffic growth.Read more
S&P Capital IQ ProBetter for publicly traded company research. More suitable for medium-sized businesses.Read more
Open:FactSet MarketplaceMore focused on data marketplaces and expanding data access for investment professionals. Offers ESG and satellite data, potentially useful for specialized needs.Read more
S&P Capital IQ PlatformOffers more reporting features and workflow tools. Better for users who need extensive data on public companies and transactions. FactSet Investment Research is growing faster and has better mobile app reviews, despite some limitations.Read more
Morningstar DirectBetter for visualizing data and creating reports, though some features are outdated. Has broader investment instrument coverage including mutual funds and ETFs. Website traffic is growing faster, but employee growth is slower.Read more
NMI MRMBetter for payment processors seeking to streamline merchant management. Focuses on merchant onboarding, support, and automated underwriting.Read more
Factset Investment Research FAQ
What is Factset Investment Research and what does Factset Investment Research do?
FactSet Investment Research is a financial data and analytics platform for investment professionals. It provides tools for company research, market analysis, portfolio management, and investment modeling. FactSet offers comprehensive data, flexible analytics, and integrated solutions to help investors make informed decisions.
How does Factset Investment Research integrate with other tools?
FactSet Investment Research offers robust Excel integration for streamlined data transfer. It also integrates with various in-house and third-party systems, though specific integrations aren't detailed in the provided data. For further integration details, consulting FactSet directly is recommended.
What the main competitors of Factset Investment Research?
FactSet Investment Research's main competitors include S&P Capital IQ Pro, Morningstar Direct, and Bloomberg Terminal. These platforms offer similar financial data, analytics, and research tools for investment professionals.
Is Factset Investment Research legit?
FactSet Investment Research is a legitimate platform used by financial professionals. It's known for its comprehensive data and robust analytics tools, though some users find the interface complex and the mobile app limited. For investment research and portfolio management, FactSet is a trusted resource.
How much does Factset Investment Research cost?
FactSet Investment Research doesn't publicly disclose pricing. Contact FactSet directly for a personalized quote based on your specific investment research needs.
Is Factset Investment Research customer service good?
FactSet's customer service is considered exceptional by users, who praise the readily available support. While the software itself has some drawbacks like slow loading times and a complex UI, the excellent customer service enhances the overall user experience.
Reviewed by
Michal has worked at startups for many years and writes about topics relating to software selection and IT management. As a former consultant for Bain, a business advisory company, he also knows how to understand needs of any business and find solutions to its problems.
Tymon is a seasoned CTO who loves finding the perfect tools for any task. He recently headed up the tech department at Batmaid, a well-known Swiss company, where he managed about 60 software purchases, including CX, HR, Payroll, Marketing automation and various developer tools.