The Financial Research Software solutions below are the most common alternatives that users and reviewers compare with FactSet Workstation. Financial Research Software is a widely used technology, and many people are seeking easy to use, time saving software solutions with financial analysis, charting, and risk analysis. Other important factors to consider when researching alternatives to FactSet Workstation include functionality and price. The best overall FactSet Workstation alternative is AlphaSense. Other similar apps like FactSet Workstation are Morningstar Direct Advisory Suite (formerly Advisor Workstation), Bloomberg Terminal, PitchBook, and Morningstar Direct. FactSet Workstation alternatives can be found in Financial Research Software but may also be in Investment Portfolio Management Software or Sales Intelligence Software.
AlphaSense is a search engine for investment and corporate professionals designed to help users cut through the noise and uncover critical data points that others miss.
Built for productivity, Direct Advisory Suite (formerly Advisor Workstation) supports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business. Seamless integration with popular advisor systems automatically brings in current client and account data for the clearest view of your book of business.
The Bloomberg Terminal is a comprehensive software system developed by Bloomberg L.P. that provides financial professionals with real-time access to financial market data, news, analytics, and trading tools. Since its inception in 1982, it has become an essential platform for monitoring and analyzing global financial markets, facilitating informed decision-making and efficient trade execution. Key Features and Functionality: - Extensive Market Coverage: Offers data on markets, industries, companies, and securities across all asset classes, ensuring users have a holistic view of the financial landscape. - Advanced Data and Analytics: Provides powerful tools for data analysis, including proprietary and third-party research, enabling users to perform in-depth evaluations and forecasts. - Integrated Collaboration Tools: Features such as Instant Bloomberg (IB) allow real-time communication and information sharing with a global network of over 350,000 financial professionals. - Multi-Asset Execution Capabilities: Facilitates efficient trade execution and order management with sophisticated pre- and post-trade analytics, streamlining the trading process. - Customizable Workspace: The Launchpad feature enables users to create dynamic, multi-asset class monitors, set up alerts, and access advanced charting tools tailored to their specific needs. Primary Value and User Solutions: The Bloomberg Terminal addresses the critical need for timely and accurate financial information in a rapidly evolving market environment. By consolidating vast amounts of data, news, and analytical tools into a single platform, it empowers users to make informed decisions swiftly. Its integrated communication features enhance collaboration among financial professionals, while the comprehensive market coverage and advanced analytics support strategic planning and risk management. Ultimately, the Bloomberg Terminal serves as a vital resource for navigating the complexities of global financial markets.
Portfolio Management: Morningstar Direct Lens lets you create, edit, and analyze portfolios quickly and efficiently using a clear, intuitive interface. Portfolio Marketing: Tell your stories using Morningstar data and analytics to distill complex investment information into clear, custom-branded reports, product-comparisons, and presentations. Due Diligence: See how you’re doing, how others match up, and which investments are best in class with the Performance Reporting module. It offers streamlined, automated due diligence and easy-to-read reports, so you never lose track of your place in the world. Data and Research: See the markets through thousands of different lenses, including exclusive Morningstar datapoints such as Analyst ratings, fund flow data, and firm diversity data to find investments that fuel your strategies. And More: From asset allocation and investment selection, to advanced analytics and pre-built data sets, Direct is the industry standard.
Crunchbase is a predictive solution that provides intelligence on private companies, powered by the unique combination of live private company data, AI, and market activity from over 80 million users. We predict private market movements that matter to help investors, dealmakers, and analysts make the right decisions.
Find your next customer with ZoomInfo Sales, the biggest, most accurate, and most frequently refreshed database of contact and company insights, intelligence, and purchasing intent data, all in one, modern go-to-market platform.
DoubleCheck Research by Klue offers a smart competitive intelligence management solution.
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