Overview
What is FactSet?
FactSet is a provider of financial data and analytic applications for investment management and investment banking professionals.
Robust integration with our CRM
Integration with MS Powerpoint
best competitive intelligence and account planning intelligence tool
FactSet is decent
Pricing
What is FactSet?
FactSet is a provider of financial data and analytic applications for investment management and investment banking professionals.
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Would you like us to let the vendor know that you want pricing?
33 people also want pricing
Alternatives Pricing
What is D&B Credit Insights?
Dun and Bradstreet's Credit Insights is for any small business owner who wants to know their business’s credit, offering real-time alerts when there are changes to business scores and ratings so the user can quickly spot potential issues and act fast. Strong business credit scores may not only help…
Product Demos
FactSet + Adaptive Cards
FactSet demo for International Campus Faculty
Product Details
- About
- Tech Details
What is FactSet?
FactSet Technical Details
Operating Systems | Unspecified |
---|---|
Mobile Application | No |
Comparisons
Compare with
Reviews and Ratings
(44)Community Insights
- Business Problems Solved
- Pros
- Cons
FactSet is a versatile tool that has found great utility in the field of financial research and modeling. Users have reported positive experiences with the core functionality of FactSet, which enables efficient analysis and reduces work time. One key use case of FactSet is to find firmographic information about public companies for recruitment and retention purposes. By providing comprehensive data on companies, FactSet assists users in making informed decisions about potential candidates and evaluating industry trends.
Another important use case of FactSet is its role in verifying and enhancing data related to companies in the financial services industry. The product's integration with CRM and other tools such as Excel adds value by allowing for seamless data transfer and analysis. Additionally, the robust and stable API of FactSet empowers users to conduct better data analysis and export relevant information to Excel for further manipulation.
FactSet components have also proven beneficial in consolidating accounting objectives and integrating with other solutions. Users appreciate the ability to track competitors, leveraging FactSet's capabilities in conjunction with MS PowerPoint and Excel for presentations and data visualization. FactSet is regarded as a valuable resource within the financial research community, delivering relevant insights and facilitating efficient workflows for users across various sectors.
Comprehensive Financial Research Platform: Several users have found Factset to be a comprehensive financial research platform that offers extensive data on public companies and other publicly available information. They appreciate the tool's ability to provide organizational information about the financials tied to publicly traded companies, including revenue, employee count, primary contacts, funding rounds, stock trends, and corporate hierarchy.
Intuitive User Interface: Many reviewers have praised Factset for its intuitive user interface. They find it easy to navigate and quickly access the entire dashboard to view financial records for comparative analysis. This user-friendly interface enhances their overall experience with the platform.
Prompt Customer Service: Users are impressed with Factset's prompt customer service. They appreciate the timely assistance provided by the support team whenever they encounter any issues or have questions regarding the platform. The responsive customer service contributes positively to their satisfaction with Factset as a financial research tool.
Long Load Time: Some users have complained about the tool taking a significant amount of time to load, causing inconvenience for them.
Discrepancies in Numbers: Several reviewers have noticed discrepancies between the numbers provided by the tool and the actual balance sheets of companies, leading to doubts about its accuracy. However, users appreciate that the FactSet team promptly addresses these issues when raised.
Limited Portfolio Management Features: Users find that the portfolio management features offered by FactSet are not as robust as those provided by Bloomberg, especially in terms of backtesting and risk analysis. Additionally, some users feel that there is a lack of proactive offerings for free trials.
Attribute Ratings
Reviews
(1-4 of 4)Robust integration with our CRM
- Integration with our CRM
- Integration with Excel
- To obtain better projections it is necessary to use several plugins.
- The interface is not intuitive.
- The API is robust
- Integration with our CRM is a feature that has helped to make better automations.
- We achieve favorable results with the integration with our CRM.
- Integration with Excel reduces work time.
- The good customization and good understanding it offers of our finances ensure that we have a good experience with FactSet.
- Perfect software for our financial research, it generates good data results and good proactive features.
Integration with MS Powerpoint
- Integration with MS Powerpoint.
- FactSet is a scalable tool.
- Consolidation with plugins.
- The FactSet plugins allow better scalability and response to database problems and together with the integration with MS Powerpoint are the reasons to continue optimizing our response to the growth of the demand.
- Integration plugins help to get work done faster.
- The scalability of FactSet is amazing and increases the return on more investments.
- Integration plugins help to get work done faster.
- The scalability of FactSet is amazing and increases the return on more investments.
best competitive intelligence and account planning intelligence tool
- curating outside in intelligence
- enabling account plans target addressable market estimation
- competitors tracking
- value proposition pitching
- RFP deal support
- real time updation across the deal making perspectives
- competitive intelligence categories
- offerings and capabilities mapping
- KPIs assessement
- Big bets intelligence especially around large deals
- Stress Test
- Competitive tracking
- TAM building block in account management
- High quality sales pitches
- stress tested competitive revenue models
- outside in views for all selling and marketing stakeholders
FactSet is decent
- Industry News
- Corporate structure
- Faster load time
- API integration
- Up to date data on Assets Under Management
- Intelligence on account structure