- Home
- ...
- Financial Research Software
- Factset Investment Research
- Morningstar Advisor Workstation
- Factset Investment Research-vs-Morningstar Advisor Workstation
Compare Factset Investment Research and Morningstar Advisor Workstation 
At a Glance
Market Segments
Enterprise (42.9% of reviews)
Small-Business (53.8% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
Factset Investment Research
Star Rating
(28)4.3 out of 5
Market Segments
Enterprise (42.9% of reviews)
Entry-Level Pricing
No pricing available
Learn more about Factset Investment ResearchMorningstar Advisor Workstation
Star Rating
(174)4.2 out of 5
Market Segments
Small-Business (53.8% of reviews)
Entry-Level Pricing
No pricing available
Learn more about Morningstar Advisor WorkstationSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Morningstar Advisor Workstation excels in its customizable reporting feature, scoring 7.6, which allows for tailored reports that meet specific client needs. In contrast, Factset Investment Research also offers customizable reporting but with a slightly lower score of 7.5, indicating that while it is functional, it may not be as flexible as Morningstar's offering.
- Reviewers mention that Factset Investment Research shines in market alerts and monitoring, achieving a score of 8.1, which is significantly higher than Morningstar's score of 6.2. This suggests that users find Factset's alert system more robust and effective for staying updated on market changes.
- G2 users highlight the superior quality of support provided by Factset Investment Research, with a score of 9.4 compared to Morningstar's 7.4. This indicates that users feel more supported and valued when using Factset, which can be crucial for businesses relying on timely assistance.
- Users on G2 report that Morningstar Advisor Workstation has a lower score of 5.4 for its client portal, suggesting that users find it less user-friendly or feature-rich compared to Factset, which does not have a specific score listed but is generally perceived to offer a better client experience.
- Reviewers say that both platforms provide financial analysis capabilities, but Factset Investment Research edges out with a score of 7.9 compared to Morningstar's 7.7. This indicates that users may find Factset's tools more comprehensive or easier to use for in-depth financial assessments.
- Users report that Morningstar Advisor Workstation struggles with mobility, scoring only 5.9, which may hinder users who need access on-the-go. In contrast, Factset Investment Research scores 7.5 in this area, suggesting a more mobile-friendly experience that caters to users who require flexibility in accessing their tools.
Featured Products
Sponsored
Sharesight
(1)
Financial Research
Visit Website
Pricing
Entry-Level Pricing
Factset Investment Research
No pricing availableMorningstar Advisor Workstation
No pricing availableFree Trial
Factset Investment Research
Free Trial is available
Morningstar Advisor Workstation
Free Trial is available
Ratings
Meets Requirements
9.0
15
8.3
142
Ease of Use
8.6
15
6.9
171
Ease of Setup
Not enough data
7.6
123
Ease of Admin
Not enough data
7.5
31
Quality of Support
9.4
13
7.4
124
Has the product been a good partner in doing business?
9.0
5
8.7
37
Product Direction (% positive)
7.5
14
7.4
142
Features by Category
Financial Information
8.1
7
7.9
85
7.9
7
7.0
85
Analysis
7.9
8
7.7
83
7.5
8
7.7
84
7.2
6
7.7
81
Not enough data
6.0
81
Not enough data
6.4
80
Market News
8.1
9
6.2
82
7.8
9
7.4
82
8.1
9
6.8
82
Platform Basics
7.5
6
5.9
82
7.2
6
6.3
82
Functionality
Not enough data
7.5
97
Not enough data
7.9
97
Not enough data
Feature Not Available
Not enough data
6.0
93
Not enough data
6.5
94
Not enough data
6.6
92
Not enough data
7.6
69
Integration
Not enough data
6.9
93
Not enough data
5.9
92
Not enough data
7.0
93
Categories
Categories
Shared Categories
Factset Investment Research and Morningstar Advisor Workstation are categorized as Financial Research
Unique Categories
Factset Investment Research has no unique categories
Morningstar Advisor Workstation is categorized as Investment Portfolio Management
Reviews
Reviewers' Company Size
Factset Investment Research
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Morningstar Advisor Workstation
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
35.7%
Investment Management
17.9%
Investment Banking
14.3%
Banking
7.1%
Venture Capital & Private Equity
3.6%
Other
21.4%
Financial Services
72.8%
Investment Management
13.3%
Banking
5.2%
Insurance
2.3%
Investment Banking
1.7%
Other
4.6%
Most Helpful Reviews
Factset Investment Research
Most Helpful Favorable Review
Verified User in Investment Management
There’s so much information on FactSet. I like how much I can personalize it.
Most Helpful Critical Review
Morningstar Advisor Workstation
Most Helpful Favorable Review
Verified User in Financial Services
The ability to filter mutual funds and find the best ranked and compare funds.
Most Helpful Critical Review
Verified User in Investment Management
There is a lot going on, however it seems that there are enhancements coming to create a more user friendly dashboard.
Verified User in Investment Management
There’s so much information on FactSet. I like how much I can personalize it.
Verified User in Financial Services
The ability to filter mutual funds and find the best ranked and compare funds.
Verified User in Investment Management
There is a lot going on, however it seems that there are enhancements coming to create a more user friendly dashboard.
Discussions
What is FactSet RMS?
1 comment
NG
My experience here was a very terrible one. After I had made my second deposit I was blocked out. Nothing I did worked. I was so frustrated and giving up on...Read more
What is a research management system?
1 comment
NG
My experience here was a very terrible one. After I had made my second deposit I was blocked out. Nothing I did worked. I was so frustrated and giving up on...Read more
Factset Investment Research has no more discussions with answers
Morningstar Advisor Workstation has no discussions with answers
Hunting for software insights?
With over 2.5 million reviews, we can provide the specific details that help you make an informed software buying decision for your business. Finding the right product is important, let us help.
or continue with
Gmail.com addresses not permitted. A business domain using Google is allowed.
By proceeding, you agree to our Terms of Use and Privacy Policy
