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Compare FactSet Portfolio Analytics and Spreadsheet Server by insightsoftware 
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At a Glance
Market Segments
Mid-Market (50.0% of reviews)
Mid-Market (58.4% 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 AnalyticsSpreadsheet Server by insightsoftware
Star Rating
(79)4.4 out of 5
Market Segments
Mid-Market (58.4% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Spreadsheet Server by insightsoftwareSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Spreadsheet Server by insightsoftware excels in its ease of use, with a score of 8.5, making it more user-friendly for teams that may not have extensive technical expertise. In contrast, Factset Portfolio Analytics has a lower ease of use rating of 7.8, which some reviewers mention can lead to a steeper learning curve.
- Reviewers mention that Spreadsheet Server's quality of support is highly rated at 8.9, indicating that users feel well-supported when issues arise. Conversely, while Factset Portfolio Analytics has a solid support rating of 9.0, some users on G2 have noted that response times can vary, leading to occasional frustration.
- G2 users highlight that Spreadsheet Server offers robust budgeting features, particularly in budget management and forecasting, with a score of 8.1. Users report that the platform's budgeting capabilities are intuitive and effective for mid-market companies. In comparison, Factset Portfolio Analytics, while strong in analytics, received a lower score of 7.0 for planning, suggesting it may not be as comprehensive in budgeting functionalities.
- Users say that Spreadsheet Server's automation features, rated at 8.2, significantly enhance efficiency in reporting processes. Reviewers mention that the automation capabilities streamline workflows effectively. Factset Portfolio Analytics, with a slightly higher automation score of 8.3, is praised for its content library, which users find beneficial for accessing pre-built reports and templates.
- Reviewers mention that Spreadsheet Server's data visualization capabilities are rated at 7.5, which some users find adequate but not exceptional. In contrast, Factset Portfolio Analytics shines in this area with a score of 7.7, where users report that the platform provides more advanced visualization tools that help in presenting data insights more effectively.
- Users on G2 report that Spreadsheet Server's real-time data updates, rated at 9.4, are a standout feature that enhances decision-making. Meanwhile, Factset Portfolio Analytics, while offering strong analytics capabilities, does not emphasize real-time updates to the same extent, which some users feel could be a limitation in fast-paced environments.
Pricing
Entry-Level Pricing
FactSet Portfolio Analytics
No pricing availableSpreadsheet Server by insightsoftware
No pricing availableFree Trial
FactSet Portfolio Analytics
Free Trial is available
Spreadsheet Server by insightsoftware
No trial information availableRatings
Meets Requirements
9.2
10
8.8
71
Ease of Use
7.8
10
8.6
75
Ease of Setup
7.9
7
7.8
43
Ease of Admin
7.9
7
8.7
26
Quality of Support
9.0
10
8.9
65
Has the product been a good partner in doing business?
9.3
7
9.4
26
Product Direction (% positive)
8.8
10
8.9
65
Features by Category
Budget Creation
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
Budget Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Forecasting
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
Analytics
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Budgeting and Forecasting
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Data Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Reporting Structure
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Standard 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
Custom 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
Not enough data
Not enough data
Agentic AI - Financial Analysis
Not enough data
Not enough data
Not enough data
Not enough data
Platform Additional Functionality
7.3
5
Feature Not Available
Not enough data
7.2
29
Platform Content
8.3
5
8.1
32
9.3
5
7.4
32
Platform Data
7.7
5
7.6
30
Platform Interoperability
9.0
5
7.2
31
Platform Performance
8.0
5
8.4
30
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
Financial Planning
Not enough data
7.7
5
Not enough data
9.7
6
Not enough data
7.3
5
Agentic AI - FP&A (Financial Planning & Analysis)
Not enough data
Not enough data
Not enough data
Not enough data
Financial Insight
Not enough data
7.7
8
Not enough data
7.6
9
Not enough data
7.1
7
Data
Not enough data
7.5
10
Not enough data
Feature Not Available
Not enough data
9.4
11
Not enough data
8.5
11
Status Communication
Not enough data
8.3
8
Not enough data
5.8
8
Not enough data
9.5
10
Not enough data
8.8
8
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
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Categories
Categories
Shared Categories
FactSet Portfolio Analytics and Spreadsheet Server by insightsoftware are categorized as Financial Analytics
Unique Categories
FactSet Portfolio Analytics is categorized as Financial Risk Management and Fixed Income Pricing Data
Spreadsheet Server by insightsoftware is categorized as Tools for ERP, FP&A (Financial Planning & Analysis), Financial Analysis, and Budgeting and Forecasting
Reviews
Reviewers' Company Size
FactSet Portfolio Analytics
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Spreadsheet Server by insightsoftware
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%
Construction
26.0%
Accounting
13.0%
Real Estate
6.5%
Wholesale
5.2%
Hospital & Health Care
5.2%
Other
44.2%
Discussions
FactSet Portfolio Analytics has no discussions with answers
Spreadsheet Server by insightsoftware has no discussions with answers
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