FactSet Research Management Reviews & Product Details

Very wide range of functionality, many features, customizable to your own preferences and needs. The email alerts are absolutely amazing - they provide real-time updates on markets, economic data, and politics. It's very useful as it is consolidated and sent right to your inbox. You can select which updates, alerts, etc you want in the Preferences section. I also like the Portfolio Monitor, where you can upload a portfolio into the system and monitor it over time. This functionality provides real-time data on how that portfolio is performing. The options charts are very useful as well - options are complicated as they are, but Factset makes it very straightforward with a simple user interface. Additionally, the order book is updated and real-time as well, you can see trades, volumes, and various other price metrics. Review collected by and hosted on G2.com.

Sometimes, the system can be cumbersome due to it's wide functionalities, but overall - straightforward after a few uses, you just need to get used to it. Factset provides tutorials and help/guidance for newer users. Review collected by and hosted on G2.com.

Factset is a good alternative to other data providers such as Bloomberg, Reuters or Six Financials Review collected by and hosted on G2.com.

The system itself is not as much user friendly compared to its rivals. In addition, not all securities listings are available in the system. Review collected by and hosted on G2.com.

There’s so much information on FactSet. I like how much I can personalize it. Review collected by and hosted on G2.com.

There are almost too many features sometimes. It can be overwhelming how much there is and it’s not every intuitive. I’ve had to learn how to use it from a specialist when we have them come in. Review collected by and hosted on G2.com.

I like the organization of the page - it makes it very easy to navigate. The one pagers for the deal information is what I use most often, and it is efficient to have the key items on a single page. I also like the calendar tab, because it helps me organize my week for the different calls that I want to listen in. Review collected by and hosted on G2.com.

I believe FactSet has a new page layout coming out, and I have had the chance to look at it. Maybe it is because I am used to the old page, but I don't necessarily love the new layout. It also seems to run a bit slower, but that may be because it is in the testing phases. Sometimes, if you type a ticker for the deals, it will get stuck in the box, and it makes it hard to search for other deals outside that company. Review collected by and hosted on G2.com.

My favorite aspect of the Fact Set user experience is speed. The application is very rapid and reliable and despite multiple navigations and workflows during use, it rarely ceases to work or "freeze". I also like that attaching and removing data is extremely simple. Review collected by and hosted on G2.com.

I do not like that only one window of Fact Set is to be used at a time. The actual Fact Set terminology for one window use is "instance", it would be useful to manage and save data to be able to use multiple windows at a time. Review collected by and hosted on G2.com.

Easy to use platform with amazing amount of databases Review collected by and hosted on G2.com.

I don’t like how the tickers are set up. Sometimes it’s hard to find what I’m looking for. Review collected by and hosted on G2.com.

I like how FactSet has both real time data and historic data on cash flows, P&L, etc. I also like how easy it is to access street research Review collected by and hosted on G2.com.

I dislike how it is not very intuitive; I always must ask for help if I am doing something new. Review collected by and hosted on G2.com.

This tool makes it easy for me to keep tabs on when companies will release earnings, read transcripts, and key a pulse on what the analyst community is reporting. Review collected by and hosted on G2.com.

Looking at GAAP and non-GAAP financials is limited. You can only dig so deep when looking at aspects of the financial statements and I typically resort to other tools. Review collected by and hosted on G2.com.

The excel tool is good for updating models. Also provides good coverage of research analysts. Review collected by and hosted on G2.com.

Factset client gives the feeling it slows down computers. A Review collected by and hosted on G2.com.

Factset covers the basics. Whether you need basic charting, financial statements, ratio analysis, comparable valuation, estimates, sell-side research, Factset provides it. (so do Eikon and Bloomberg). Unlike Eikon (which I used previously), Factset was built ground up with the analyst in mind. Data is generally well organized. You can tell the product managers *thought* about where to put stuff. This contrasts strongly vs Eikon which is a blatant Bloomberg rip off.

Factset offers desktop client, web client, and a mobile app. I mostly use the desktop client and mobile app. The mobile app is competent but could certainly be better. Review collected by and hosted on G2.com.

There are no gaping holes in Factset functionality. At least not for the use cases I need. However, what frustrates me is the product is good.... but it could be great. Take, for example, access to earnings conference calls on the mobile app. To me, it's a no-brainer to make this a simple, seamless user experience. What's better than being able to quickly tune into an earnings call on the go? In the Factset app, there is a way to stream earnings calls, but it's hidden behind about 6 clicks, AND once you're there, you can't use any other functions of the app. It's just the call, nothing else. Also, the mobile app is pretty slow. Factset should look at Scout Finance mobile app for ideas how to make the app simpler and faster. I give the mobile app a C+... good enough, but has potential to be great. Review collected by and hosted on G2.com.

Easy custom alerts, with aggregated FactSet estimates Review collected by and hosted on G2.com.

Would appreciate more refined alert categories; blasts are often noisy Review collected by and hosted on G2.com.