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Compare FactSet Portfolio Analytics and Smart RIA 
At a Glance
Market Segments
Mid-Market (50.0% of reviews)
Small-Business (100.0% of reviews)
Pros & Cons
Not enough data
Not enough data
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 AnalyticsSmart RIA
Star Rating
(5)4.8 out of 5
Market Segments
Small-Business (100.0% of reviews)
Pros & Cons
Not enough data
Entry-Level Pricing
No pricing available
Learn more about Smart RIAFactSet Portfolio Analytics vs Smart RIA
- Reviewers felt that Smart RIA meets the needs of their business better than FactSet Portfolio Analytics.
- When comparing quality of ongoing product support, reviewers felt that Smart RIA is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Smart RIA over FactSet Portfolio Analytics.
Pricing
Entry-Level Pricing
FactSet Portfolio Analytics
No pricing availableSmart RIA
No pricing availableFree Trial
FactSet Portfolio Analytics
Free Trial is available
Smart RIA
No trial information availableRatings
Meets Requirements
9.2
10
10.0
5
Ease of Use
7.8
10
8.3
5
Ease of Setup
7.9
7
Not enough data
Ease of Admin
7.9
7
Not enough data
Quality of Support
9.0
10
9.3
5
Has the product been a good partner in doing business?
9.3
7
Not enough data
Product Direction (% positive)
8.8
10
10.0
5
Features by Category
Platform Additional Functionality
7.3
5
Not enough data
Not enough data
Not enough data
Platform Content
8.3
5
Not enough data
9.3
5
Not enough data
Platform Data
7.7
5
Not enough data
Platform Interoperability
9.0
5
Not enough data
Platform Performance
8.0
5
Not enough data
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
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 Smart RIA are categorized as Financial Risk Management
Unique Categories
FactSet Portfolio Analytics is categorized as Financial Analytics and Fixed Income Pricing Data
Smart RIA has no unique categories
Reviews
Reviewers' Company Size
FactSet Portfolio Analytics
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Smart RIA
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
100.0%
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Other
0.0%
Alternatives
Discussions
FactSet Portfolio Analytics has no discussions with answers
Smart RIA has no discussions with answers
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