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FactSet Research Systems

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60 reviews
  • 6 profiles
  • 8 categories
Average star rating
4.3
Serving customers since
1978

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FactSet Workstation

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Built to optimize data management, analysis, and collaboration, our workstation provides customizable solutions to adapt to your unique needs. Whether you're driving ideas in investment and quantitative research, refining strategies in portfolio management and trading, navigating complexities in risk and performance analysis, or streamlining operations in banking and wealth management, our platform can work for you. From managed services and investor relations to private capital and industry research and analysis, you'll find the tools you need to boost your workflow.

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FactSet Data Feeds

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Company Data: FactSet offers expansive company data to help you make smarter investment decisions. Whether you want to gain a complete understanding of a company's credit strength and overall debt profile, or individual equity components, we can help you understand a company's true investment potential.

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FactSet Portfolio Analytics

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Access best-in-class analytics for multi-asset class performance, attribution, and risk.

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FactSet Digital Solutions

1 review

Combine award-winning technology and investment-grade data in a custom digital experience for your clients and advisors. For wealth managers, success means differentiating yourself from competitors by delivering insightful advice to your valued clients as you manage and grow their assets, not only in conversation but online through custom portals. FactSet's market-leading digital solutions deliver your value around-the-clock by combining client information with market data and analytics for a completely custom digital portal.

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FactSet Trading Solutions

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Make informed decisions faster, trade more efficiently, and manage compliance so you can increase performance and reduce operating margin to compete with passive investment products.

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Security Explanation API

0 reviews

The Security Explanation API is a robust tool designed to help users quickly comprehend the factors influencing a security's performance over a specified period. By aggregating and synthesizing information from trusted sources such as news articles and transcripts, this user-friendly API delivers transparent, institutional-quality summaries. This enables users to make informed, data-driven decisions efficiently. Key Features and Functionality: - Time Efficiency: Reduces the time spent on manual news aggregation by providing swift, synthesized summaries that combine qualitative insights with quantitative data. - Trustworthy Reporting: Each summary statement includes a hyperlink to its source, ensuring transparency and reliability. - In-Depth Analysis: Offers insights into security movements through various perspectives, including idiosyncratic factors, peer influences, and broader macroeconomic trends. Primary Value and Problem Solved: The Security Explanation API addresses the challenge of efficiently understanding the drivers behind a security's performance. By automating the aggregation and synthesis of relevant information, it eliminates the need for extensive manual research. This allows users to gain timely, transparent, and comprehensive insights, facilitating more informed investment decisions.

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FactSet Research Systems Reviews

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Verified User in Investment Management
UI
Verified User in Investment Management
06/25/2025
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

FactSet Power User

FactSet is a one-stop solution that meets virtually all the research needs for our investment team. We use the platform extensively and leverage a wide variety of FactSet tools and products ranging from basic features like real time pricing and the Company/Security tab to more niche tools like Portfolio Analysis and Internal Research Notes. Our team has also developed an extensive suite of customized tools and views that are shared across all FactSet users at our firm.
DH
Douglas H.
06/24/2025
Validated Reviewer
Review source: G2 invite on behalf of seller
Incentivized Review

FactSet is a robust workstation with deep, obscure data access.

FactSet offers incredible flexibility in building out screens, reports, and custom templates.
YL
Yi L.
06/20/2025
Validated Reviewer
Verified Current User
Review source: G2 invite on behalf of seller
Incentivized Review

Sr. Equity Research Analyst

Ease of use, FactSet Workstation essentially has everything in a single place if you are doing Equity Research. The layout is very simple therefore it cuts out all the unncessary stuff and get to what you need to do your work. FactSet is probably the second application I launch at work after my email of course. The customer support team is wonderful and operates 24/7. My account rep is very courteous and checks in with me.

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HQ Location:
Norwalk, CT

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@FactSet

What is FactSet Research Systems?

FactSet (NYSE:FDS | NASDAQ:FDS) supercharges financial intelligence, offering enterprise data and information solutions that power our clients to maximize their potential. Our cutting-edge digital platform seamlessly integrates proprietary financial data, client datasets, third-party sources, and flexible technology to deliver tailored solutions across the buy-side, sell-side, wealth management, private equity, and corporate sectors. With over 47 years of expertise, a presence in 20 countries, and extensive multi-asset class coverage, we leverage advanced data connectivity alongside AI and next-generation tools to streamline workflows, drive productivity, and enable smarter, faster decision-making. Serving more than 8,600 global clients and nearly 220,000 individual users, FactSet is a trusted member of the S&P 500 dedicated to innovation and long-term client success.

Details

Year Founded
1978
Ownership
FDS
Website
www.factset.com