# FactSet Portfolio Analytics, Zoot vs Asset-Map Comparison

| | FactSet Portfolio Analytics | Zoot | Asset-Map | 
|---|---|---|---|
| **Star Rating** | 4.5 out of 5 | 4.6 out of 5 | 4.8 out of 5 | 
| **Total Reviews** | 10 | 10 | 129 | 
| **Largest Market Segment** | Mid-Market (50.0% of reviews) | Enterprise (77.8% of reviews) | Small-Business (85.3% of reviews) | 
| **Entry Level Price** | No pricing available | No pricing available | $149.00 1 Seats Per Month | 


---
## Ratings Comparison
| Rating | FactSet Portfolio Analytics | Zoot | Asset-Map | 
|---|---|---|---|
  | **Meets Requirements** | 9.2 (10 reviews) | 9.7 (5 reviews) | 9.2 (95 reviews) | 
  | **Ease of Use** | 7.8 (10 reviews) | 9.7 (5 reviews) | 9.3 (98 reviews) | 
  | **Ease of Setup** | 7.9 (7 reviews) | Not enough data | 9.4 (41 reviews) | 
  | **Ease of Admin** | 7.9 (7 reviews) | Not enough data | 9.2 (16 reviews) | 
  | **Quality of Support** | 9.0 (10 reviews) | 10.0 (5 reviews) | 9.8 (91 reviews) | 
  | **Has the product been a good partner in doing business?** | 9.3 (7 reviews) | Not enough data | 9.8 (16 reviews) | 
  | **Product Direction (% positive)** | 8.8 (10 reviews) | Not enough data | 9.9 (87 reviews) | 

---
## Pricing

### FactSet Portfolio Analytics

#### Entry-Level Pricing

No pricing available

#### Free Trial

Yes

### Zoot

#### Entry-Level Pricing

No pricing available

#### Free Trial

No information available

### Asset-Map

#### Entry-Level Pricing

Plan: Asset-Map Professional

Price: $149.00 1 Seats Per Month

Description: Our core solution transforms spreadsheet meetings into visual financial planning breakthroughs.

Key Features:
- Target-Map Planning Engine
- Target-Map Cashflow Details
- Discovery Interview for Prospecting and Fact-finding

[Browse all 3 editions](https://www.g2.com/products/asset-map/pricing)

#### Free Trial

Yes

---
## Features Comparison By Category

### Financial Analytics

| Product | Score | Reviews |
|---|---|---|
| **FactSet Portfolio Analytics** | 8.3/10 | 5 |
| **Zoot** | N/A | N/A |
| **Asset-Map** | 8.9/10 | 72 |

#### Platform Additional Functionality

| Feature | FactSet Portfolio Analytics | Zoot | Asset-Map | 
|---|---|---|---|
| **Dashboard** | 7.3 (5 reviews) | Not enough data | 9.1 (64 reviews) | 
| **Cloud** | Not enough data | Not enough data | 8.8 (53 reviews) | 

#### Platform Content

| Feature | FactSet Portfolio Analytics | Zoot | Asset-Map | 
|---|---|---|---|
| **Automation** | 8.3 (5 reviews) | Not enough data | 8.6 (56 reviews) | 
| **Content Library** | 9.3 (5 reviews) | Not enough data | 8.9 (60 reviews) | 

#### Platform Data

| Feature | FactSet Portfolio Analytics | Zoot | Asset-Map | 
|---|---|---|---|
| **Visualization** | 7.7 (5 reviews) | Not enough data | 9.6 (67 reviews) | 

#### Platform Interoperability

| Feature | FactSet Portfolio Analytics | Zoot | Asset-Map | 
|---|---|---|---|
| **API** | 9.0 (5 reviews) | Not enough data | 8.3 (49 reviews) | 

#### Platform Performance

| Feature | FactSet Portfolio Analytics | Zoot | Asset-Map | 
|---|---|---|---|
| **Reporting** | 8.0 (5 reviews) | Not enough data | 8.8 (62 reviews) | 

#### Agentic AI  - Financial Analytics

| Feature | FactSet Portfolio Analytics | Zoot | Asset-Map | 
|---|---|---|---|
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 

### Financial Risk Management

| Product | Score | Reviews |
|---|---|---|
| **FactSet Portfolio Analytics** | N/A | N/A |
| **Zoot** | N/A | N/A |
| **Asset-Map** | N/A | N/A |

#### Platform Data

| Feature | FactSet Portfolio Analytics | Zoot | Asset-Map | 
|---|---|---|---|
| **Visualization** | Not enough data | Not enough data | Not enough data | 

#### Platform Interoperability

| Feature | FactSet Portfolio Analytics | Zoot | Asset-Map | 
|---|---|---|---|
| **Pre-Built Connectors** | Not enough data | Not enough data | Not enough data | 

#### Platform Additional Functionality

| Feature | FactSet Portfolio Analytics | Zoot | Asset-Map | 
|---|---|---|---|
| **Dashboard** | Not enough data | Not enough data | Not enough data | 
| **Multi-Factor Analysis** | Not enough data | Not enough data | Not enough data | 
| **Cloud** | Not enough data | Not enough data | Not enough data | 

#### Platform Basics

| Feature | FactSet Portfolio Analytics | Zoot | Asset-Map | 
|---|---|---|---|
| **Reporting** | Not enough data | Not enough data | Not enough data | 

#### Agentic AI - Financial Risk Management

| Feature | FactSet Portfolio Analytics | Zoot | Asset-Map | 
|---|---|---|---|
| **Natural Language Interaction** | Not enough data | Not enough data | Not enough data | 

### Fixed Income Pricing Data

| Product | Score | Reviews |
|---|---|---|
| **FactSet Portfolio Analytics** | N/A | N/A |
| **Zoot** | N/A | N/A |
| **Asset-Map** | N/A | N/A |

#### Market Data

| Feature | FactSet Portfolio Analytics | Zoot | Asset-Map | 
|---|---|---|---|
| **Market Data** | Not enough data | Not enough data | Not enough data | 
| **Alerts** | Not enough data | Not enough data | Not enough data | 
| **Dashboard** | Not enough data | Not enough data | Not enough data | 
| **Filtering** | Not enough data | Not enough data | Not enough data | 

#### Analytics

| Feature | FactSet Portfolio Analytics | Zoot | Asset-Map | 
|---|---|---|---|
| **Portfolio Management** | Not enough data | Not enough data | Not enough data | 
| **Machine Learning** | Not enough data | Not enough data | Not enough data | 
| **Reporting** | Not enough data | Not enough data | Not enough data | 
| **Risk Management** | Not enough data | Not enough data | Not enough data | 

#### Agentic AI -  Fixed Income Pricing Data

| Feature | FactSet Portfolio Analytics | Zoot | Asset-Map | 
|---|---|---|---|
| **Decision Making** | Not enough data | Not enough data | Not enough data | 

### Loan Origination

| Product | Score | Reviews |
|---|---|---|
| **FactSet Portfolio Analytics** | N/A | N/A |
| **Zoot** | N/A | N/A |
| **Asset-Map** | N/A | N/A |

#### Agentic AI - Loan Origination

| Feature | FactSet Portfolio Analytics | Zoot | Asset-Map | 
|---|---|---|---|
| **Autonomous Task Execution** | Not enough data | Not enough data | Not enough data | 
| **Multi-step Planning** | Not enough data | Not enough data | Not enough data | 
| **Cross-system Integration** | Not enough data | Not enough data | Not enough data | 
| **Adaptive Learning** | Not enough data | Not enough data | Not enough data | 
| **Proactive Assistance** | Not enough data | Not enough data | Not enough data | 
| **Decision Making** | Not enough data | Not enough data | Not enough data | 

### Financial Services CRM

| Product | Score | Reviews |
|---|---|---|
| **FactSet Portfolio Analytics** | N/A | N/A |
| **Zoot** | N/A | N/A |
| **Asset-Map** | N/A | N/A |

#### Content

| Feature | FactSet Portfolio Analytics | Zoot | Asset-Map | 
|---|---|---|---|
| **Automation** | Not enough data | Not enough data | Not enough data | 

#### Platform Additional Functionality

| Feature | FactSet Portfolio Analytics | Zoot | Asset-Map | 
|---|---|---|---|
| **Pre-Built Connectors** | Not enough data | Not enough data | Not enough data | 
| **Dashboard** | Not enough data | Not enough data | Not enough data | 
| **Cloud** | Not enough data | Not enough data | Not enough data | 
| **Mobility** | Not enough data | Not enough data | Not enough data | 
| **Messaging** | Not enough data | Not enough data | Not enough data | 

#### Platform Reporting and Analytics

| Feature | FactSet Portfolio Analytics | Zoot | Asset-Map | 
|---|---|---|---|
| **Reporting** | Not enough data | Not enough data | Not enough data | 
| **Forecasting** | Not enough data | Not enough data | Not enough data | 

#### Customer Support

| Feature | FactSet Portfolio Analytics | Zoot | Asset-Map | 
|---|---|---|---|
| **Case Management** | Not enough data | Not enough data | Not enough data | 
| **Customer Support Portal** | Not enough data | Not enough data | Not enough data | 
| **Knowledge Base** | Not enough data | Not enough data | Not enough data | 
| **Support Analytics** | Not enough data | Not enough data | Not enough data | 

#### Marketing Automation

| Feature | FactSet Portfolio Analytics | Zoot | Asset-Map | 
|---|---|---|---|
| **Campaign Management** | Not enough data | Not enough data | Not enough data | 
| **Lead Management** | Not enough data | Not enough data | Not enough data | 
| **Marketing Analytics** | Not enough data | Not enough data | Not enough data | 

#### Sales Force Automation

| Feature | FactSet Portfolio Analytics | Zoot | Asset-Map | 
|---|---|---|---|
| **Pipeline Management** | Not enough data | Not enough data | Not enough data | 
| **Task Management** | Not enough data | Not enough data | Not enough data | 
| **Product and Price List Management** | Not enough data | Not enough data | Not enough data | 
| **Quote and Order Management** | Not enough data | Not enough data | Not enough data | 
| **Contract Management** | Not enough data | Not enough data | Not enough data | 

#### Agentic AI - Financial Services CRM

| Feature | FactSet Portfolio Analytics | Zoot | Asset-Map | 
|---|---|---|---|
| **Decision Making** | Not enough data | Not enough data | Not enough data | 

---
## Categories

**Unique to FactSet Portfolio Analytics (3):** [Financial Analytics Software](https://www.g2.com/categories/financial-analytics), [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)

**Unique to Zoot (4):** [Loan Origination Software](https://www.g2.com/categories/loan-origination), [Financial Risk Management Software](https://www.g2.com/categories/financial-risk-management), [Loan Servicing Software](https://www.g2.com/categories/loan-servicing), [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm)

**Unique to Asset-Map (1):** [Financial Analytics Software](https://www.g2.com/categories/financial-analytics)


---
## Reviewer Demographics

### By Company Size

| Segment | FactSet Portfolio Analytics | Zoot | Asset-Map | 
|---|---|---|---|
| **Small-Business** | 30.0% | 22.2% | 85.3% | 
| **Mid-Market** | 50.0% | 0% | 3.9% | 
| **Enterprise** | 20.0% | 77.8% | 10.9% | 

### By Industry

#### FactSet Portfolio Analytics

- **Financial Services:** 30.0%
- **Investment Management:** 20.0%
- **Banking:** 20.0%
- **Veterinary:** 10.0%
- **Investment Banking:** 10.0%
- **Capital Markets:** 10.0%

#### Zoot

- **Pharmaceuticals:** 44.4%
- **Hospital & Health Care:** 11.1%
- **Health, Wellness and Fitness:** 11.1%
- **Consumer Goods:** 11.1%
- **Arts and Crafts:** 11.1%
- **Accounting:** 11.1%

#### Asset-Map

- **Financial Services:** 89.9%
- **Investment Management:** 7.0%
- **Insurance:** 3.1%

---
## Alternatives

### Alternatives to FactSet Portfolio Analytics

- [Creditsafe](https://www.g2.com/products/creditsafe/reviews) — 4.5/5 stars (184 reviews)
- [Koyfin](https://www.g2.com/products/koyfin/reviews) — 4.8/5 stars (123 reviews)
- [Bloomberg Terminal](https://www.g2.com/products/bloomberg-terminal/reviews) — 4.4/5 stars (69 reviews)
- [Nitrogen](https://www.g2.com/products/nitrogen-nitrogen/reviews) — 4.0/5 stars (72 reviews)
- [SAS Risk Management](https://www.g2.com/products/sas-sas-risk-management/reviews) — 4.3/5 stars (93 reviews)
- [eMoney](https://www.g2.com/products/emoney/reviews) — 4.7/5 stars (67 reviews)
- [Spreadsheet Server by insightsoftware](https://www.g2.com/products/spreadsheet-server-by-insightsoftware/reviews) — 4.4/5 stars (81 reviews)
- [TradingView](https://www.g2.com/products/tradingview/reviews) — 4.5/5 stars (74 reviews)
- [Amazon Finspace](https://www.g2.com/products/amazon-finspace/reviews) — 4.6/5 stars (67 reviews)
- [MyComplianceOffice](https://www.g2.com/products/mycomplianceoffice/reviews) — 4.2/5 stars (60 reviews)

### Alternatives to Zoot

- [Maximizer](https://www.g2.com/products/maximizer/reviews) — 4.0/5 stars (673 reviews)
- [Redtail Technology](https://www.g2.com/products/redtail-technology/reviews) — 4.3/5 stars (268 reviews)
- [Agentforce Financial Services (formerly Salesforce Financial Services Cloud)](https://www.g2.com/products/agentforce-financial-services-formerly-salesforce-financial-services-cloud/reviews) — 4.3/5 stars (226 reviews)
- [Creditsafe](https://www.g2.com/products/creditsafe/reviews) — 4.5/5 stars (184 reviews)
- [LendingPad](https://www.g2.com/products/lendingpad/reviews) — 4.7/5 stars (168 reviews)
- [Total Expert](https://www.g2.com/products/total-expert/reviews) — 4.5/5 stars (150 reviews)
- [CloudBankin](https://www.g2.com/products/cloudbankin/reviews) — 5.0/5 stars (127 reviews)
- [Finflux](https://www.g2.com/products/m2p-fintech-finflux/reviews) — 4.6/5 stars (106 reviews)
- [Wealthbox CRM](https://www.g2.com/products/wealthbox-crm/reviews) — 4.6/5 stars (109 reviews)
- [Merchant Central by NMI](https://www.g2.com/products/merchant-central-by-nmi/reviews) — 4.6/5 stars (100 reviews)

### Alternatives to Asset-Map

- [eMoney](https://www.g2.com/products/emoney/reviews) — 4.7/5 stars (67 reviews)
- [RightCapital](https://www.g2.com/products/rightcapital/reviews) — 4.6/5 stars (14 reviews)
- [Envestnet | MoneyGuide](https://www.g2.com/products/envestnet-moneyguide/reviews) — 4.0/5 stars (23 reviews)
- [TradingView](https://www.g2.com/products/tradingview/reviews) — 4.5/5 stars (74 reviews)
- [Irwin](https://www.g2.com/products/irwin/reviews) — 4.5/5 stars (57 reviews)
- [Koyfin](https://www.g2.com/products/koyfin/reviews) — 4.8/5 stars (123 reviews)
- [Spreadsheet Server by insightsoftware](https://www.g2.com/products/spreadsheet-server-by-insightsoftware/reviews) — 4.4/5 stars (81 reviews)
- [FactSet Workstation](https://www.g2.com/products/factset-workstation/reviews) — 4.3/5 stars (35 reviews)
- [Amazon Finspace](https://www.g2.com/products/amazon-finspace/reviews) — 4.6/5 stars (67 reviews)
- [Aumni](https://www.g2.com/products/aumni/reviews) — 4.5/5 stars (23 reviews)

---
## Top Discussions

### FactSet Portfolio Analytics

No discussions available for this product.

### Zoot

No discussions available for this product.

### Asset-Map

- Title: [What are the benefits of asset mapping?](https://www.g2.com/discussions/what-are-the-benefits-of-asset-mapping) — 2 comments, 1 upvote
  > **Top comment:** "It provides a simplified, one page snapshot, of the clients entire financial situation. "
- Title: [What does asset map do?](https://www.g2.com/discussions/what-does-asset-map-do) — 2 comments, 1 upvote
  > **Top comment:** "Helps me have better conversations."
- Title: [How much does asset map cost?](https://www.g2.com/discussions/how-much-does-asset-map-cost) — 1 comment, 1 upvote *(includes official response)*
  > **Top comment:** "https://www.asset-map.com/pricing"
- Title: [Who owns asset map?](https://www.g2.com/discussions/who-owns-asset-map) — 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/factset-portfolio-analytics-vs-zoot-vs-asset-map)