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Compare FactSet Portfolio Analytics and FactSet Workstation 
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At a Glance
Market Segments
Mid-Market (50.0% of reviews)
Small-Business (45.7% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
FactSet Portfolio Analytics
Star Rating
(10)4.5 out of 5
Market Segments
Mid-Market (50.0% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about FactSet Portfolio AnalyticsFactSet Workstation
Star Rating
(35)4.3 out of 5
Market Segments
Small-Business (45.7% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about FactSet WorkstationFactSet Portfolio Analytics vs FactSet Workstation
- FactSet Portfolio Analytics and FactSet Workstation both meet the requirements of our reviewers at a comparable rate.
- When comparing quality of ongoing product support, reviewers felt that FactSet Workstation is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of FactSet Portfolio Analytics over FactSet Workstation.
Pricing
Entry-Level Pricing
FactSet Portfolio Analytics
No pricing availableFactSet Workstation
No pricing availableFree Trial
FactSet Portfolio Analytics
Free Trial is available
FactSet Workstation
Free Trial is available
Ratings
Meets Requirements
9.2
10
9.2
22
Ease of Use
7.8
10
8.6
22
Ease of Setup
7.9
7
8.8
8
Ease of Admin
7.9
7
Not enough data
Quality of Support
9.0
10
9.3
20
Has the product been a good partner in doing business?
9.3
7
8.8
8
Product Direction (% positive)
8.8
10
8.3
21
Features by Category
Financial Information
Not enough data
8.2
11
Not enough data
7.7
11
Analysis
Not enough data
8.1
12
Not enough data
7.6
12
Not enough data
7.5
10
Not enough data
7.3
8
Not enough data
7.1
8
Market News
Not enough data
7.9
13
Not enough data
7.9
13
Not enough data
8.1
13
Platform Basics
Not enough data
7.5
10
Not enough data
7.5
10
Agentic AI - Financial Research
Not enough data
Not enough data
Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Investment Portfolio Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Additional Functionality
7.3
5
7.7
8
Not enough data
7.1
8
Platform Content
8.3
5
6.3
8
9.3
5
6.9
8
Platform Data
7.7
5
6.7
8
Platform Interoperability
9.0
5
6.2
7
Platform Performance
8.0
5
6.7
7
Agentic AI - Financial Analytics
Not enough data
Not enough data
Platform Data
Not enough data
Not enough data
Platform Interoperability
Not enough data
Not enough data
Platform Additional Functionality
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Basics
Not enough data
Not enough data
Agentic AI - Financial Risk Management
Not enough data
Not enough data
Data collection
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Segment Trending
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analysis
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Market Intelligence
Not enough data
Not enough data
Not enough data
Not enough data
Market Data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Fixed Income Pricing Data
Not enough data
Not enough data
Categories
Categories
Shared Categories
FactSet Portfolio Analytics and FactSet Workstation are categorized as Financial Analytics, Financial Risk Management, and Fixed Income Pricing Data
Unique Categories
FactSet Portfolio Analytics has no unique categories
FactSet Workstation is categorized as Investment Portfolio Management, Financial Research, and Market Intelligence
Reviews
Reviewers' Company Size
FactSet Portfolio Analytics
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
FactSet 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
30.0%
Investment Management
20.0%
Banking
20.0%
Veterinary
10.0%
Investment Banking
10.0%
Other
10.0%
Financial Services
37.1%
Investment Management
22.9%
Investment Banking
11.4%
Banking
5.7%
Venture Capital & Private Equity
2.9%
Other
20.0%
Alternatives
Discussions
FactSet Portfolio Analytics has no discussions with answers
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 Workstation has no more discussions with answers
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