# CB Insights vs FactSet Workstation Comparison

| | CB Insights | FactSet Workstation | 
|---|---|---|
| **Star Rating** | 4.4 out of 5 | 4.3 out of 5 | 
| **Total Reviews** | 16 | 35 | 
| **Largest Market Segment** | Small-Business (53.3% of reviews) | Small-Business (45.7% of reviews) | 
| **Entry Level Price** | No pricing available | No pricing available | 

---
## Top Pros & Cons

### CB Insights

Pros:
- AI Technology (2 reviews)
- Competitor Insights (2 reviews)

Cons:
- Missing Information (2 reviews)
- Inadequate Filtering (1 reviews)

### FactSet Workstation

Pros:
- User Experience (3 reviews)
- Analytics (2 reviews)

Cons:
- Poor Usability (2 reviews)
- Complexity (1 reviews)

---
## Ratings Comparison
| Rating | CB Insights | FactSet Workstation | 
|---|---|---|
  | **Meets Requirements** | 9.0 (7 reviews) | 9.2 (22 reviews) | 
  | **Ease of Use** | 9.3 (7 reviews) | 8.6 (22 reviews) | 
  | **Ease of Setup** | Not enough data | 8.8 (8 reviews) | 
  | **Ease of Admin** | Not enough data | Not enough data | 
  | **Quality of Support** | 8.7 (5 reviews) | 9.3 (20 reviews) | 
  | **Has the product been a good partner in doing business?** | Not enough data | 8.8 (8 reviews) | 
  | **Product Direction (% positive)** | 8.3 (7 reviews) | 8.3 (21 reviews) | 

---
## Pricing

### CB Insights

#### Entry-Level Pricing

No pricing available

#### Free Trial

Yes

### FactSet Workstation

#### Entry-Level Pricing

No pricing available

#### Free Trial

Yes

---
## Features Comparison By Category

### Financial Research

| Product | Score | Reviews |
|---|---|---|
| **CB Insights** | N/A | N/A |
| **FactSet Workstation** | 7.7/10 | 13 |

#### Financial Information

| Feature | CB Insights | FactSet Workstation | 
|---|---|---|
| **Data Visualization** | Not enough data | 8.2 (11 reviews) | 
| **Document Search** | Not enough data | 7.7 (11 reviews) | 

#### Analysis

| Feature | CB Insights | FactSet Workstation | 
|---|---|---|
| **Financial Analysis** | Not enough data | 8.1 (12 reviews) | 
| **Charting** | Not enough data | 7.6 (12 reviews) | 
| **Risk Analysis** | Not enough data | 7.5 (10 reviews) | 
| **Document Annotation** | Not enough data | 7.3 (8 reviews) | 
| **Collaboration** | Not enough data | 7.1 (8 reviews) | 

#### Market News

| Feature | CB Insights | FactSet Workstation | 
|---|---|---|
| **Alerts and Monitoring** | Not enough data | 7.9 (13 reviews) | 
| **Market Information** | Not enough data | 7.9 (13 reviews) | 
| **Market News** | Not enough data | 8.1 (13 reviews) | 

#### Platform Basics

| Feature | CB Insights | FactSet Workstation | 
|---|---|---|
| **Mobility** | Not enough data | 7.5 (10 reviews) | 
| **Interoperability** | Not enough data | 7.5 (10 reviews) | 

#### Agentic AI - Financial Research

| Feature | CB Insights | FactSet Workstation | 
|---|---|---|
| **Multi-step Planning** | Not enough data | Not enough data | 

### Investment Portfolio Management

| Product | Score | Reviews |
|---|---|---|
| **CB Insights** | N/A | N/A |
| **FactSet Workstation** | N/A | N/A |

#### Functionality

| Feature | CB Insights | FactSet Workstation | 
|---|---|---|
| **Customizable Reporting** | Not enough data | Not enough data | 
| **Market Analytics** | Not enough data | Not enough data | 
| **Client Portal** | Not enough data | Not enough data | 
| **Investment Accounting** | Not enough data | Not enough data | 
| **Real time ** | Not enough data | Not enough data | 
| **Compliance** | Not enough data | Not enough data | 
| **Customizable Reporting** | Not enough data | Not enough data | 
| **Investor Portal** | Not enough data | Not enough data | 
| **Historical Reporting** | Not enough data | Not enough data | 
| **Investor Reporting** | Not enough data | Not enough data | 
| **Visual Analytics** | Not enough data | Not enough data | 
| **Tax Compliance** | Not enough data | Not enough data | 
| **Portfolio Reporting** | Not enough data | Not enough data | 

#### Integration

| Feature | CB Insights | FactSet Workstation | 
|---|---|---|
| **Data aggregation** | Not enough data | Not enough data | 
| **Accounting Integration** | Not enough data | Not enough data | 
| **Risk Management** | Not enough data | Not enough data | 
| **Portfolio Accounting** | Not enough data | Not enough data | 
| **Contact Management** | Not enough data | Not enough data | 
| **Workflow Management** | Not enough data | Not enough data | 
| **Investor Management** | Not enough data | Not enough data | 
| **Trade Management** | Not enough data | Not enough data | 
| **Investment Management** | Not enough data | Not enough data | 
| **Portfolio Management** | Not enough data | Not enough data | 
| **Document Management** | Not enough data | Not enough data | 
| **Compliance Management** | Not enough data | Not enough data | 
| **Order Management** | Not enough data | Not enough data | 
| **Fund Management** | Not enough data | Not enough data | 
| **Tax Management** | Not enough data | Not enough data | 
| **Cash Management** | Not enough data | Not enough data | 
| **Client Management** | Not enough data | Not enough data | 
| **Fee Management** | Not enough data | Not enough data | 
| **Financial Management** | Not enough data | Not enough data | 
| **Stock Management** | Not enough data | Not enough data | 

#### Agentic AI - Investment Portfolio Management

| Feature | CB Insights | FactSet Workstation | 
|---|---|---|
| **Multi-step Planning** | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 
| **Forecasting** | Not enough data | Not enough data | 
| **Third-Party Integrations** | Not enough data | Not enough data | 
| **Categorization/Grouping** | Not enough data | Not enough data | 
| **Budgeting/Forecasting** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | CB Insights | FactSet Workstation | 
|---|---|---|
| **Risk Assessment** | Not enough data | Not enough data | 
| **Automated Execution** | Not enough data | Not enough data | 
| **Monitoring** | Not enough data | Not enough data | 
| **Financial Analysis** | Not enough data | Not enough data | 
| **Cryptocurrency Tracking** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **Profit/Loss Statement** | Not enough data | Not enough data | 
| **Risk Analysis** | Not enough data | Not enough data | 
| **General Ledger** | Not enough data | Not enough data | 
| **Customizable Reports** | Not enough data | Not enough data | 
| **Investor Communication** | Not enough data | Not enough data | 
| **Performance Analysis** | Not enough data | Not enough data | 
| **Performance Metrics** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Portfolio Analysis** | Not enough data | Not enough data | 
| **Activity Tracking** | Not enough data | Not enough data | 
| **CRM** | Not enough data | Not enough data | 
| **For Hedge Funds** | Not enough data | Not enough data | 
| **Audit Trail** | Not enough data | Not enough data | 
| **Data Import/Export** | Not enough data | Not enough data | 
| **Collaboration Tools** | Not enough data | Not enough data | 
| **Mobile Access** | Not enough data | Not enough data | 
| **Modeling & Simulation** | Not enough data | Not enough data | 
| **Compliance Tracking** | Not enough data | Not enough data | 
| **For Investment Advisors** | Not enough data | Not enough data | 
| **Portfolio Rebalancing** | Not enough data | Not enough data | 
| **Investment Research** | Not enough data | Not enough data | 
| **Commodity Futures** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **Activity Dashboard** | Not enough data | Not enough data | 
| **Benchmarking** | Not enough data | Not enough data | 
| **Alerts/Notifications** | Not enough data | Not enough data | 
| **Investments Tracking** | Not enough data | Not enough data | 
| **Bonds/Stocks** | Not enough data | Not enough data | 
| **For Investors & Traders** | Not enough data | Not enough data | 
| **Multi-Currency** | Not enough data | Not enough data | 
| **Stock Tracking** | Not enough data | Not enough data | 
| **Watch List** | Not enough data | Not enough data | 
| **What-if Analysis** | Not enough data | Not enough data | 
| **Goal Setting/Tracking** | Not enough data | Not enough data | 
| **Wash Sale Detection** | Not enough data | Not enough data | 
| **For Traders** | Not enough data | Not enough data | 
| **Side-by-Side Comparison** | Not enough data | Not enough data | 

### Financial Analytics

| Product | Score | Reviews |
|---|---|---|
| **CB Insights** | N/A | N/A |
| **FactSet Workstation** | 7.0/10 | 8 |

#### Platform Additional Functionality

| Feature | CB Insights | FactSet Workstation | 
|---|---|---|
| **Dashboard** | Not enough data | 7.7 (8 reviews) | 
| **Cloud** | Not enough data | 7.1 (8 reviews) | 

#### Platform Content

| Feature | CB Insights | FactSet Workstation | 
|---|---|---|
| **Automation** | Not enough data | 6.3 (8 reviews) | 
| **Content Library** | Not enough data | 6.9 (8 reviews) | 

#### Platform Data

| Feature | CB Insights | FactSet Workstation | 
|---|---|---|
| **Visualization** | Not enough data | 6.7 (8 reviews) | 

#### Platform Interoperability

| Feature | CB Insights | FactSet Workstation | 
|---|---|---|
| **API** | Not enough data | 6.2 (7 reviews) | 

#### Platform Performance

| Feature | CB Insights | FactSet Workstation | 
|---|---|---|
| **Reporting** | Not enough data | 6.7 (7 reviews) | 

#### Agentic AI  - Financial Analytics

| Feature | CB Insights | FactSet Workstation | 
|---|---|---|
| **Proactive Assistance** | Not enough data | Not enough data | 

### Financial Risk Management

| Product | Score | Reviews |
|---|---|---|
| **CB Insights** | N/A | N/A |
| **FactSet Workstation** | N/A | N/A |

#### Platform Data

| Feature | CB Insights | FactSet Workstation | 
|---|---|---|
| **Visualization** | Not enough data | Not enough data | 

#### Platform Interoperability

| Feature | CB Insights | FactSet Workstation | 
|---|---|---|
| **Pre-Built Connectors** | Not enough data | Not enough data | 

#### Platform Additional Functionality

| Feature | CB Insights | FactSet Workstation | 
|---|---|---|
| **Dashboard** | Not enough data | Not enough data | 
| **Multi-Factor Analysis** | Not enough data | Not enough data | 
| **Cloud** | Not enough data | Not enough data | 
| **Risk Analysis** | Not enough data | Not enough data | 
| **Modified Dietz Analysis** | Not enough data | Not enough data | 
| **Portfolio Analysis** | Not enough data | Not enough data | 
| **Liquidity Analysis** | Not enough data | Not enough data | 
| **Rate of Return Analysis** | Not enough data | Not enough data | 

#### Platform Basics

| Feature | CB Insights | FactSet Workstation | 
|---|---|---|
| **Reporting** | Not enough data | Not enough data | 
| **Financial Risk Reporting** | Not enough data | Not enough data | 

#### Agentic AI - Financial Risk Management

| Feature | CB Insights | FactSet Workstation | 
|---|---|---|
| **Natural Language Interaction** | Not enough data | Not enough data | 

#### Additional Functionality

| Feature | CB Insights | FactSet Workstation | 
|---|---|---|
| **Stress Tests** | Not enough data | Not enough data | 
| **LME** | Not enough data | Not enough data | 
| **Controls Audit** | Not enough data | Not enough data | 
| **Counterparty Risks** | Not enough data | Not enough data | 
| **Income & Balance Sheet** | Not enough data | Not enough data | 
| **Risk Assessment** | Not enough data | Not enough data | 
| **Market Risk Management** | Not enough data | Not enough data | 
| **Debt Management** | Not enough data | Not enough data | 
| **Interest Rate Risks** | Not enough data | Not enough data | 
| **Loan Portfolio Management** | Not enough data | Not enough data | 
| **BSA Compliance** | Not enough data | Not enough data | 
| **Business Process Control** | Not enough data | Not enough data | 
| **NYBOT** | Not enough data | Not enough data | 
| **Scenario Planning** | Not enough data | Not enough data | 
| **Foreign Exchange Risks** | Not enough data | Not enough data | 
| **OTC** | Not enough data | Not enough data | 
| **Generative AI** | Not enough data | Not enough data | 
| **For Hedge Funds** | Not enough data | Not enough data | 
| **Credit Risk Management** | Not enough data | Not enough data | 
| **Derivative Valuation** | Not enough data | Not enough data | 
| **ACH Payment Processing** | Not enough data | Not enough data | 
| **Reporting & Statistics** | Not enough data | Not enough data | 
| **AIMR Compliance** | Not enough data | Not enough data | 
| **NYMEX** | Not enough data | Not enough data | 
| **Compliance Management** | Not enough data | Not enough data | 
| **Reporting/Analytics** | Not enough data | Not enough data | 
| **Operational Risk Management** | Not enough data | Not enough data | 
| **GLBA Management** | Not enough data | Not enough data | 
| **Enterprise Risk Management** | Not enough data | Not enough data | 
| **Data Management** | Not enough data | Not enough data | 
| **Portfolio Management** | Not enough data | Not enough data | 
| **Trade Tracking** | Not enough data | Not enough data | 
| **API** | Not enough data | Not enough data | 
| **FACTA Red Flags** | Not enough data | Not enough data | 
| **AI Copilot** | Not enough data | Not enough data | 
| **Fraud Detection** | Not enough data | Not enough data | 
| **Audit Trail** | Not enough data | Not enough data | 
| **Portfolio Modeling** | Not enough data | Not enough data | 
| **Performance Metrics** | Not enough data | Not enough data | 
| **Hierarchy Management** | Not enough data | Not enough data | 
| **Limit Control** | Not enough data | Not enough data | 
| **CBOT** | Not enough data | Not enough data | 
| **Vendor Management** | Not enough data | Not enough data | 

### Market Intelligence

| Product | Score | Reviews |
|---|---|---|
| **CB Insights** | N/A | N/A |
| **FactSet Workstation** | N/A | N/A |

#### Data collection

| Feature | CB Insights | FactSet Workstation | 
|---|---|---|
| **Natural Language Processing (NLP)** | Not enough data | Not enough data | 
| **Data Sources** | Not enough data | Not enough data | 
| **Custom Research Sources** | Not enough data | Not enough data | 
| **Lead Enrichment** | Not enough data | Not enough data | 
| **Advanced Data Collection** | Not enough data | Not enough data | 

#### Segment Trending

| Feature | CB Insights | FactSet Workstation | 
|---|---|---|
| **Web** | Not enough data | Not enough data | 
| **Social** | Not enough data | Not enough data | 
| **Benchmarks** | Not enough data | Not enough data | 
| **Finance ** | Not enough data | Not enough data | 

#### Analysis

| Feature | CB Insights | FactSet Workstation | 
|---|---|---|
| **Custom Dashboards** | Not enough data | Not enough data | 
| **Reports** | Not enough data | Not enough data | 
| **Integrations** | Not enough data | Not enough data | 

#### Platform

| Feature | CB Insights | FactSet Workstation | 
|---|---|---|
| **Search** | Not enough data | Not enough data | 
| **User, Role, And Access Management** | Not enough data | Not enough data | 
| **Mobile User Support** | Not enough data | Not enough data | 
| **Alerts** | Not enough data | Not enough data | 
| **Collaboration** | Not enough data | Not enough data | 
| **Compliance** | Not enough data | Not enough data | 

#### Agentic AI - Market Intelligence

| Feature | CB Insights | FactSet Workstation | 
|---|---|---|
| **Cross-system Integration** | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | 

### Fixed Income Pricing Data

| Product | Score | Reviews |
|---|---|---|
| **CB Insights** | N/A | N/A |
| **FactSet Workstation** | N/A | N/A |

#### Market Data

| Feature | CB Insights | FactSet Workstation | 
|---|---|---|
| **Market Data** | Not enough data | Not enough data | 
| **Alerts** | Not enough data | Not enough data | 
| **Dashboard** | Not enough data | Not enough data | 
| **Filtering** | Not enough data | Not enough data | 

#### Analytics

| Feature | CB Insights | FactSet Workstation | 
|---|---|---|
| **Portfolio Management** | Not enough data | Not enough data | 
| **Machine Learning** | Not enough data | Not enough data | 
| **Reporting** | Not enough data | Not enough data | 
| **Risk Management** | Not enough data | Not enough data | 

#### Agentic AI -  Fixed Income Pricing Data

| Feature | CB Insights | FactSet Workstation | 
|---|---|---|
| **Decision Making** | Not enough data | Not enough data | 

### Data as a Service (DaaS)

| Product | Score | Reviews |
|---|---|---|
| **CB Insights** | N/A | N/A |
| **FactSet Workstation** | N/A | N/A |

#### Data Management

| Feature | CB Insights | FactSet Workstation | 
|---|---|---|
| **Data Migration** | Not enough data | Not enough data | 
| **Managing Data** | Not enough data | Not enough data | 
| **Secured Data Storage** | Not enough data | Not enough data | 

#### Data as a Service

| Feature | CB Insights | FactSet Workstation | 
|---|---|---|
| **Self-Service Isights** | Not enough data | Not enough data | 
| **DaaS Quality** | Not enough data | Not enough data | 

#### Architecture

| Feature | CB Insights | FactSet Workstation | 
|---|---|---|
| **Data Fabric Creation** | Not enough data | Not enough data | 
| **DaaS Architecture** | Not enough data | Not enough data | 

---
## Categories
**Shared Categories (2):** [Financial Research Software](https://www.g2.com/categories/financial-research), [Market Intelligence Software](https://www.g2.com/categories/market-intelligence)

**Unique to CB Insights (1):** [Data as a Service (DaaS) Software](https://www.g2.com/categories/data-as-a-service-daas)

**Unique to FactSet Workstation (4):** [Financial Analytics Software](https://www.g2.com/categories/financial-analytics), [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management), [Financial Risk Management Software](https://www.g2.com/categories/financial-risk-management), [Fixed Income Pricing Data Software](https://www.g2.com/categories/fixed-income-pricing-data)


---
## Reviewer Demographics

### By Company Size

| Segment | CB Insights | FactSet Workstation | 
|---|---|---|
| **Small-Business** | 53.3% | 45.7% | 
| **Mid-Market** | 13.3% | 14.3% | 
| **Enterprise** | 33.3% | 40.0% | 

### By Industry

#### CB Insights

- **Media Production:** 13.3%
- **Venture Capital & Private Equity:** 6.7%
- **Retail:** 6.7%
- **Real Estate:** 6.7%
- **Marketing and Advertising:** 6.7%
- **Market Research:** 6.7%
- **Management Consulting:** 6.7%
- **Insurance:** 6.7%
- **Human Resources:** 6.7%
- **Health, Wellness and Fitness:** 6.7%
- **Other:** 26.7%

#### FactSet Workstation

- **Financial Services:** 37.1%
- **Investment Management:** 22.9%
- **Investment Banking:** 11.4%
- **Banking:** 5.7%
- **Venture Capital & Private Equity:** 2.9%
- **Semiconductors:** 2.9%
- **Research:** 2.9%
- **Legal Services:** 2.9%
- **Hospital & Health Care:** 2.9%
- **Capital Markets:** 2.9%
- **Other:** 5.7%

---
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---
## Top Discussions

### CB Insights

No discussions available for this product.

### FactSet Workstation

- Title: [What is a research management system?](https://www.g2.com/discussions/what-is-a-research-management-system) — 1 comment
  > **Top comment:** "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..."

---
**Source:** [G2.com](https://www.g2.com) | [Comparison Page](https://www.g2.com/compare/cb-insights-cb-insights-vs-factset-workstation)