FactSet Research Management Reviews & Product Details

FactSet Research Management Overview

What is FactSet Research Management?

FactSet (NYSE:FDS | NASDAQ:FDS) delivers superior content, analytics, and flexible technology to help more than 122,000 users see and seize opportunity sooner. We give investment professionals the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support from dedicated specialists. We're proud to have been recognized with multiple awards for our analytical and data-driven solutions and repeatedly ranked as one of Fortune's 100 Best Companies to Work For® and a Best Workplace in the United Kingdom and France.

FactSet Research Management Details
Product Description

FactSet's highly configurable and fully integrated research management tools ensure your research efforts grow alongside your business needs.


Seller Details
Seller
FactSet
Ownership
FDS
Company Website
Year Founded
1978
HQ Location
Norwalk, CT
Total Revenue (USD mm)
$1,221
Twitter
@FactSet
89,351 Twitter followers
LinkedIn® Page
www.linkedin.com
9,719 employees on LinkedIn®

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FactSet Research Management Reviews

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UI
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

Investment research, market alerts, and portfolio management. Research into individual equities, ETFs and other investment vehicles. Also benefits for consolidating various news outlets and market data into email alerts. Screening capabilities are excellent with Factset, customizable criteria available. For discretionary equity portfolios, it's great to make a custom earnings calendar and find out when earning calls are, price momentum going forward into earnings season, and past history of earnings/earnings expectations/earnings beats and misses. Review collected by and hosted on G2.com.

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Consultant
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

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

What do you dislike?

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.

Recommendations to others considering the product:

Cheap version of other data vendors Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Data gathering and management, stock analysis and valuation Review collected by and hosted on G2.com.

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UI
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

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

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

We used to have a different system but have recently changed over to FactSet. There’s just a lot more information readily available on FactSet than our previous system. I’m able to answer client’s questions much faster. Review collected by and hosted on G2.com.

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UF
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

I am utilitizing FactSet to find comparable deals and market information. As mentioned above, I save time by utilizing FactSet because the information is in one place and readily available. Review collected by and hosted on G2.com.

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UF
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from the seller
What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

It is important to bear in mind that only one window of the software can be kept open at a time but the tool is fantastic to save and categorize a large amount of financial data such as K-1s and investment agreements. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Working with a large amount of investment data can be very challenging and the ability to quickly save and categorize documents has allowed me to better focus on my work and perform audit reports with accuracy and flexibility. Review collected by and hosted on G2.com.

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UF
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

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

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

Investing questions and research Review collected by and hosted on G2.com.

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UI
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

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.

What do you dislike?

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.

What problems are you solving with the product? What benefits have you realized?

I have created financial models to value companies and written basically company biographies. Review collected by and hosted on G2.com.

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UH
Enterprise(> 1000 emp.)
Validated Reviewer
Verified Current User
Review source: Organic
What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

Good for qualitative research but will only get you so far on the quantitative side. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Provides a one stop shop for getting analyst coverage information. Review collected by and hosted on G2.com.

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Vice President
Financial Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

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

What do you dislike?

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

Recommendations to others considering the product:

Definitely try their excel tools. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Access to financial information, markets and news. Review collected by and hosted on G2.com.

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Partner
Financial Services
Small-Business(50 or fewer emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product:

Do your own work. Check out Eikon, CapitalIQ, Bloomberg. Pound for pound, Factset is an excellent product. Still room for improvement, but it covers the basics better than Eikon or CapIQ. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

I use Factset for many aspects of my job as a securities analyst. Factset is a great aggregator of data, and for the most part the user experience is above average. Compared to Eikon, I've realized the benefits of a more intuitive UI (in most cases, definitely not all). Also, I've found Factset to be a more stable application vs Eikon. Most importantly, Factset saves me time vs Eikon. Review collected by and hosted on G2.com.

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Analyst
Investment Management
Small-Business(50 or fewer emp.)
Validated Reviewer
Review source: G2 Gives Campaign
What do you like best?

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

What do you dislike?

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

What problems are you solving with the product? What benefits have you realized?

No current problems Review collected by and hosted on G2.com.

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