--- title: FactSet Workstation Reviews meta\_title: 'FactSet Workstation Reviews 2026: Details, Pricing, & Features | G2' meta\_description: Filter 35 reviews by the users' company size, role or industry to find out how FactSet Workstation works for a business like yours. aggregate\_rating: rating\_value: 4.3 review\_count: 35 scale: '5' date\_modified: '2026-08-09' parent\_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- ### FactSet Workstation Pros and Cons: Top 5 Advantages and Disadvantages #### Quick AI Summary Based on G2 Reviews Generated from real user reviews Users praise the **convenience and comprehensive data** of FactSet Workstation, streamlining their equity research processes effectively. [(3 mentions)](https://www.g2.com/products/factset-workstation/reviews?filters%5Bsentiment_snippet%5D=2130480&qs=pros-and-cons#reviews) Users value the **extensive historical financial data** provided by FactSet, streamlining their investment research process effectively. [(2 mentions)](https://www.g2.com/products/factset-workstation/reviews?filters%5Bsentiment_snippet%5D=2130049&qs=pros-and-cons#reviews) Users value the **customization options** in FactSet Workstation, enabling tailored tools and reports for diverse needs. [(2 mentions)](https://www.g2.com/products/factset-workstation/reviews?filters%5Bsentiment_snippet%5D=2130155&qs=pros-and-cons#reviews) Users value the **ease of use** of FactSet Workstation, appreciating its simplicity and centralized data access. [(2 mentions)](https://www.g2.com/products/factset-workstation/reviews?filters%5Bsentiment_snippet%5D=1991014&qs=pros-and-cons#reviews) Users value the **extensive range of features** offered by FactSet, streamlining their research and analysis processes. [(2 mentions)](https://www.g2.com/products/factset-workstation/reviews?filters%5Bsentiment_snippet%5D=1991010&qs=pros-and-cons#reviews) Users find the **poor usability** of FactSet Workstation frustrating, especially with clunky Excel API functionality and repetitive alerts. [(2 mentions)](https://www.g2.com/products/factset-workstation/reviews?filters%5Bsentiment_snippet%5D=2129916&qs=pros-and-cons#reviews) Users note the **complexity** of FactSet Workstation, feeling hesitant towards changes that could improve efficiency and usability. [(1 mentions)](https://www.g2.com/products/factset-workstation/reviews?filters%5Bsentiment_snippet%5D=2129569&qs=pros-and-cons#reviews) Users report **data inaccuracy** with FactSet Workstation, particularly with clunky Excel API and erroneous filing dates. [(1 mentions)](https://www.g2.com/products/factset-workstation/reviews?filters%5Bsentiment_snippet%5D=2129619&qs=pros-and-cons#reviews) Users find **difficult navigation** in FactSet due to its extensive tools, making information retrieval challenging. [(1 mentions)](https://www.g2.com/products/factset-workstation/reviews?filters%5Bsentiment_snippet%5D=2129775&qs=pros-and-cons#reviews) Users note **inaccuracy** in EV calculations, especially related to cash treatment in payment sector analyses. [(1 mentions)](https://www.g2.com/products/factset-workstation/reviews?filters%5Bsentiment_snippet%5D=2129798&qs=pros-and-cons#reviews) ### 5 Pros or Advantages of FactSet Workstation ##### 1. User Experience Users praise the **convenience and comprehensive data** of FactSet Workstation, streamlining their equity research processes effectively. [ See 3 mentions ](https://www.g2.com/products/factset-workstation/reviews?filters%5Bsentiment_snippet%5D=2130480&qs=pros-and-cons#reviews) See Related User Reviews JW Jon W. Small-Business (50 or fewer emp.) 4.0/5 "A top-notch financial data repository for buy-side equity analysts" What do you like about FactSet Workstation? FactSet provides a plethora of historical financial data in one place, making it a convenient and stress-free experience. As a buy-side equity analyst YL Yi L. Enterprise (\> 1000 emp.) 5.0/5 "Sr. Equity Research Analyst" What do you like about FactSet Workstation? Ease of use, FactSet Workstation essentially has everything in a single place if you are doing Equity Research. The layout is very simple therefore it ##### 2. Analytics Users value the **extensive historical financial data** provided by FactSet, streamlining their investment research process effectively. [ See 2 mentions ](https://www.g2.com/products/factset-workstation/reviews?filters%5Bsentiment_snippet%5D=2130049&qs=pros-and-cons#reviews) See Related User Reviews JW Jon W. Small-Business (50 or fewer emp.) 4.0/5 "A top-notch financial data repository for buy-side equity analysts" What do you like about FactSet Workstation? FactSet provides a plethora of historical financial data in one place, making it a convenient and stress-free experience. As a buy-side equity analyst ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 4.5/5 "FactSet Power User" What do you like about FactSet Workstation? FactSet is a one-stop solution that meets virtually all the research needs for our investment team. We use the platform extensively and leverage a wid ##### 3. Customization Users value the **customization options** in FactSet Workstation, enabling tailored tools and reports for diverse needs. [ See 2 mentions ](https://www.g2.com/products/factset-workstation/reviews?filters%5Bsentiment_snippet%5D=2130155&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 4.5/5 "FactSet Power User" What do you like about FactSet Workstation? FactSet is a one-stop solution that meets virtually all the research needs for our investment team. We use the platform extensively and leverage a wid DH Douglas H. Small-Business (50 or fewer emp.) 4.5/5 "FactSet is a robust workstation with deep, obscure data access." What do you like about FactSet Workstation? FactSet offers incredible flexibility in building out screens, reports, and custom templates. ##### 4. Ease of Use Users value the **ease of use** of FactSet Workstation, appreciating its simplicity and centralized data access. [ See 2 mentions ](https://www.g2.com/products/factset-workstation/reviews?filters%5Bsentiment_snippet%5D=1991014&qs=pros-and-cons#reviews) See Related User Reviews YL Yi L. Enterprise (\> 1000 emp.) 5.0/5 "Sr. Equity Research Analyst" What do you like about FactSet Workstation? Ease of use, FactSet Workstation essentially has everything in a single place if you are doing Equity Research. The layout is very simple therefore it ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 5.0/5 "I love FactSet" What do you like about FactSet Workstation? So much data! It has everything in one centralized place and very easy to use ##### 5. Features Users value the **extensive range of features** offered by FactSet, streamlining their research and analysis processes. [ See 2 mentions ](https://www.g2.com/products/factset-workstation/reviews?filters%5Bsentiment_snippet%5D=1991010&qs=pros-and-cons#reviews) See Related User Reviews JW Jon W. Small-Business (50 or fewer emp.) 4.0/5 "A top-notch financial data repository for buy-side equity analysts" What do you like about FactSet Workstation? FactSet provides a plethora of historical financial data in one place, making it a convenient and stress-free experience. As a buy-side equity analyst ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 4.5/5 "FactSet Power User" What do you like about FactSet Workstation? FactSet is a one-stop solution that meets virtually all the research needs for our investment team. We use the platform extensively and leverage a wid ### 5 Cons or Disadvantages of FactSet Workstation ##### 1. Poor Usability Users find the **poor usability** of FactSet Workstation frustrating, especially with clunky Excel API functionality and repetitive alerts. [ See 2 mentions ](https://www.g2.com/products/factset-workstation/reviews?filters%5Bsentiment_snippet%5D=2129916&qs=pros-and-cons#reviews) See Related User Reviews DH Douglas H. Small-Business (50 or fewer emp.) 4.5/5 "FactSet is a robust workstation with deep, obscure data access." What do you dislike about FactSet Workstation? Some of the Excel API functionality is clunky, and broken. Dates for filings are often erroneously pulled forward. YL Yi L. Enterprise (\> 1000 emp.) 5.0/5 "Sr. Equity Research Analyst" What do you dislike about FactSet Workstation? Probably make it easier for a user to clone the setup of a watchlist like Seeking Alpha does. If let's say I like to see Market Cap, P/E ratio and EBI ##### 2. Complexity Users note the **complexity** of FactSet Workstation, feeling hesitant towards changes that could improve efficiency and usability. [ See 1 mentions ](https://www.g2.com/products/factset-workstation/reviews?filters%5Bsentiment_snippet%5D=2129569&qs=pros-and-cons#reviews) See Related User Reviews ![Verified User](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User") U Verified User Small-Business (50 or fewer emp.) 4.5/5 "FactSet Power User" What do you dislike about FactSet Workstation? I believe there are several common reports within sections like Estimates that FactSet could make small changes to that would unlock further value to ##### 3. Data Inaccuracy Users report **data inaccuracy** with FactSet Workstation, particularly with clunky Excel API and erroneous filing dates. [ See 1 mentions ](https://www.g2.com/products/factset-workstation/reviews?filters%5Bsentiment_snippet%5D=2129619&qs=pros-and-cons#reviews) See Related User Reviews DH Douglas H. Small-Business (50 or fewer emp.) 4.5/5 "FactSet is a robust workstation with deep, obscure data access." What do you dislike about FactSet Workstation? Some of the Excel API functionality is clunky, and broken. Dates for filings are often erroneously pulled forward. ##### 4. Difficult Navigation Users find **difficult navigation** in FactSet due to its extensive tools, making information retrieval challenging. [ See 1 mentions ](https://www.g2.com/products/factset-workstation/reviews?filters%5Bsentiment_snippet%5D=2129775&qs=pros-and-cons#reviews) See Related User Reviews JW Jon W. Small-Business (50 or fewer emp.) 4.0/5 "A top-notch financial data repository for buy-side equity analysts" What do you dislike about FactSet Workstation? FactSet can be challenging to navigate given its many extensive tools. It can often feel difficult to find specific information easily. It would also ##### 5. Inaccuracy Users note **inaccuracy** in EV calculations, especially related to cash treatment in payment sector analyses. [ See 1 mentions ](https://www.g2.com/products/factset-workstation/reviews?filters%5Bsentiment_snippet%5D=2129798&qs=pros-and-cons#reviews) See Related User Reviews JM Jay M. Small-Business (50 or fewer emp.) 4.5/5 "Excellent Product" What do you dislike about FactSet Workstation? Some companies EV calculations are a little off at times, typically in the payment space or where customer cash/deposits are treated as company cash. ![Verified User in Investment Banking](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Investment Banking") UI Verified User in Investment Banking Small-Business (50 or fewer emp.) 6/30/2022 "great product, good price point and easy to navigate interfface" 5/5 What do you like best about FactSet Workstation? financial data, excel plug in able to preset templates for daily work Review collected by and hosted on G2.com. What do you dislike about FactSet Workstation? inaccurate numbers sometimes especially the preset downloaded financial statements Review collected by and hosted on G2.com. Recommendations to others considering FactSet Workstation: use it. it is good alternative to bloomberg etc Review collected by and hosted on G2.com. What problems is FactSet Workstation solving and how is that benefiting you? easy to access financial data no need to run through annual reports Review collected by and hosted on G2.com. Show More 7/27/2022 Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Capital Markets](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Capital Markets") IC Verified User in Capital Markets Small-Business (50 or fewer emp.) 2/24/2022 "The data provided by facts etc is really good, I've used it as a student and a professional." 5/5 What do you like best about FactSet Workstation? I think the brokers reports were really useful. I like that feature the most in addition to the excel pugin for extraction of company financials . Review collected by and hosted on G2.com. What do you dislike about FactSet Workstation? Maybe the time it takes to get a rep, in comparison to Bloomberg i suppose. Review collected by and hosted on G2.com. What problems is FactSet Workstation solving and how is that benefiting you? Well I can create loads of different investment worlds so to speak. I can create multiple templates and automate them as well that has been really helpful. Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Niyantika A.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Niyantika A.") NA Niyantika A. Research Lead Enterprise (\> 1000 emp.) 3/1/2022 "I was using it for financial analysis of the company which were good" 4/5 What do you like best about FactSet Workstation? I like the companies financials, swot and industries reports Review collected by and hosted on G2.com. What do you dislike about FactSet Workstation? Sometimes they don't have latest financial results Review collected by and hosted on G2.com. What problems is FactSet Workstation solving and how is that benefiting you? To know the financial overview and strategy parts of the company Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Legal Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Legal Services") GL Verified User in Legal Services Mid-Market (51-1000 emp.) 10/6/2021 "FactSet finds the answers" 4.5/5 Describe the project or task FactSet Workstation helped with: When providing research support for our corporate attorneys, FactSet is a huge help. It includes the SharkRepellent reports and activism data. It has the issuer credit ratings for airlines that we looked up recently. It has the closing prices for warrants which we can't find anywhere else easily with our current subscriptions. Review collected by and hosted on G2.com. What do you like best about FactSet Workstation? I rely on FactSet's ability to chart stock prices. The downloadable documents are accurate and easy to use. Review collected by and hosted on G2.com. What do you dislike about FactSet Workstation? Sometimes, the screen shots have better visuals than the downloads. We noticed this with a company closing price with common stock and warrants on the NYSE on various dates. Review collected by and hosted on G2.com. What problems is FactSet Workstation solving and how is that benefiting you? Locating closing price for warrants and Shark Repellent data are 2 things I use FactSet for exclusively. Review collected by and hosted on G2.com. Show More 1/7/2025 Validated ReviewerSource: Organic ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") GF Verified User in Financial Services Enterprise (\> 1000 emp.) 9/15/2021 "Factset Feedback" 5/5 Describe the project or task FactSet Workstation helped with: I build a financial model for a Technology company in my organization with the help of Factset. Factset provides me a good estimates for the future fianancial year. Factset is get platform for Finance professionals. I have been using FactSet from past 3-4 years and had a great experience. Its one of the best tool to get financial information on companies from any region of the world. Review collected by and hosted on G2.com. What do you like best about FactSet Workstation? Its Plugin. They are best to use and it works great with Microsft Excel Review collected by and hosted on G2.com. What do you dislike about FactSet Workstation? Sometimes it get hang. so it could be improved Review collected by and hosted on G2.com. Recommendations to others considering FactSet Workstation: Best Platform for Finance professionals Review collected by and hosted on G2.com. What problems is FactSet Workstation solving and how is that benefiting you? From Factset its easy to get the future estimates of the companies based on different analyst research. The output was of high quality Review collected by and hosted on G2.com. Show More 11/16/2024 Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Small-Business (50 or fewer emp.) 2/23/2022 "It’s good but found a competing software to better and easier to use." 4/5 What do you like best about FactSet Workstation? Has all the info needed and it's good as a secondary source. Review collected by and hosted on G2.com. What do you dislike about FactSet Workstation? It's competitor is better, provides info quicker and is used by more people. Review collected by and hosted on G2.com. Recommendations to others considering FactSet Workstation: It's pretty good Review collected by and hosted on G2.com. What problems is FactSet Workstation solving and how is that benefiting you? Researching companies, getting financial info quickly and news Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Nakshat B.](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Nakshat B.") NB Nakshat B. Research Analyst Mid-Market (51-1000 emp.) 10/12/2021 "I used FactSet while doing research for investment bankers" 4/5 Describe the project or task FactSet Workstation helped with: Perform company level research for investment bankers. I am a research analyst. Review collected by and hosted on G2.com. What do you like best about FactSet Workstation? As far as company level research is concernee everything under one roof Review collected by and hosted on G2.com. What do you dislike about FactSet Workstation? UI was little complex as compared to other databases like CapIQ or Perfect Info Review collected by and hosted on G2.com. What problems is FactSet Workstation solving and how is that benefiting you? Wide range of data is available as in transcripts, company profiles, filings etc. It helped me to merge documents easily Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Financial Services](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Financial Services") UF Verified User in Financial Services Enterprise (\> 1000 emp.) 2/5/2022 "FactSet Research Management" 4/5 What do you like best about FactSet Workstation? Interactive as well as easy to use for different tasks Review collected by and hosted on G2.com. What do you dislike about FactSet Workstation? There isn't anything I have identified so far Review collected by and hosted on G2.com. What problems is FactSet Workstation solving and how is that benefiting you? Researching various stock information Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Investment Banking](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Investment Banking") II Verified User in Investment Banking Mid-Market (51-1000 emp.) 12/15/2021 "Great for pulling financial data to excel" 4/5 What do you like best about FactSet Workstation? Easier to pull information from database onto excel as compared to its competitors good information on debt Review collected by and hosted on G2.com. What do you dislike about FactSet Workstation? it's not always reliable. has too many feature so can be bit overwhelming and it takes a little getting used to Review collected by and hosted on G2.com. What problems is FactSet Workstation solving and how is that benefiting you? using it to source company financials Review collected by and hosted on G2.com. Show More Validated ReviewerIncentivizedSource: G2 invite ![Verified User in Apparel & Fashion](/assets/icons/anonymous-avatar-purple-4ae1032bdb50ee5682003170c8184aee790d25958bd397abbd384ba52c596a7b.svg "Verified User in Apparel & Fashion") GA Verified User in Apparel & Fashion Mid-Market (51-1000 emp.) 9/17/2021 "It is very good and helpful" 4/5 Describe the project or task FactSet Workstation helped with: We used Factset in Amba Research. it was very helpful to pull financials Review collected by and hosted on G2.com. What do you like best about FactSet Workstation? Getting numbers in just 1 refresh. It is best Review collected by and hosted on G2.com. What do you dislike about FactSet Workstation? It is easily replaced by bloomberg / capital IQ Review collected by and hosted on G2.com. Recommendations to others considering FactSet Workstation: Absolutely. I would recommend it any day Review collected by and hosted on G2.com. What problems is FactSet Workstation solving and how is that benefiting you? To Pull financials, it is widely used and it is quite quick Review collected by and hosted on G2.com. 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