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Compare FactSet Workstation and Spreadsheet Server by insightsoftware 
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At a Glance
Market Segments
Small-Business (45.7% of reviews)
Mid-Market (58.4% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
FactSet 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 WorkstationSpreadsheet 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 reporting capabilities, scoring 8.4, while FactSet Workstation falls short with a score of 6.9. Reviewers mention that the ability to create customized reports quickly is a standout feature of Spreadsheet Server.
- Reviewers mention that FactSet Workstation offers superior quality of support, scoring 9.3 compared to Spreadsheet Server's 8.9. Users on G2 appreciate the responsiveness and helpfulness of the support team at FactSet, which enhances their overall experience.
- Users say that Spreadsheet Server shines in automation features, scoring 8.1, while FactSet Workstation lags behind at 6.4. Reviewers highlight the ease of automating data pulls and report generation as a significant advantage of Spreadsheet Server.
- G2 users report that FactSet Workstation has a better ease of setup score of 8.6 compared to Spreadsheet Server's 7.8. Users mention that the straightforward installation process of FactSet makes it more accessible for small businesses.
- Reviewers mention that Spreadsheet Server has a more extensive content library, scoring 7.4, while FactSet Workstation's library scores 6.9. Users appreciate the variety of templates and resources available in Spreadsheet Server, which aids in faster report creation.
- Users on G2 report that both products have similar cloud capabilities, with Spreadsheet Server scoring 7.2 and FactSet Workstation at 7.4. However, reviewers mention that FactSet's cloud integration is slightly more seamless, making it easier for users to access their data remotely.
Pricing
Entry-Level Pricing
FactSet Workstation
No pricing availableSpreadsheet Server by insightsoftware
No pricing availableFree Trial
FactSet Workstation
Free Trial is available
Spreadsheet Server by insightsoftware
No trial information availableRatings
Meets Requirements
9.2
22
8.8
71
Ease of Use
8.6
22
8.6
75
Ease of Setup
8.8
8
7.8
43
Ease of Admin
Not enough data
8.7
26
Quality of Support
9.3
20
8.9
65
Has the product been a good partner in doing business?
8.8
8
9.4
26
Product Direction (% positive)
8.3
21
8.9
65
Features by Category
Financial Information
8.2
11
Not enough data
7.7
11
Not enough data
Analysis
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
Not enough data
Market News
7.9
13
Not enough data
7.9
13
Not enough data
8.1
13
Not enough data
Platform Basics
7.5
10
Not enough data
7.5
10
Not enough data
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
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
7.7
8
Feature Not Available
7.1
8
7.2
29
Platform Content
6.3
8
8.1
32
6.9
8
7.4
32
Platform Data
6.7
8
7.6
30
Platform Interoperability
6.2
7
7.2
31
Platform Performance
6.7
7
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
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
Agentic AI - Accounting & Finance
Not enough data
Not enough data
Categories
Categories
Shared Categories
FactSet Workstation and Spreadsheet Server by insightsoftware are categorized as Financial Analytics
Unique Categories
FactSet Workstation is categorized as Investment Portfolio Management, Financial Research, Market Intelligence, 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 Workstation
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
37.1%
Investment Management
22.9%
Investment Banking
11.4%
Banking
5.7%
Venture Capital & Private Equity
2.9%
Other
20.0%
Construction
26.0%
Accounting
13.0%
Real Estate
6.5%
Wholesale
5.2%
Hospital & Health Care
5.2%
Other
44.2%
Alternatives
Discussions
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
Spreadsheet Server by insightsoftware has no discussions with answers
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