Verified User in Banking
GB
Verified User in Banking
Mid-Market (51-1000 emp.)
"well structured and detailed research"
3.5/5
Describe the project or task FactSet Workstation helped with:

It helped me to improve my financial advice to my clients Review collected by and hosted on G2.com.

What do you like best about FactSet Workstation?

The structure of the research notes and the straightforward content Review collected by and hosted on G2.com.

Verified User in Venture Capital & Private Equity
GV
Verified User in Venture Capital & Private Equity
Small-Business (50 or fewer emp.)
"Share task and let their experts to complete it with perfection"
3.5/5
Describe the project or task FactSet Workstation helped with:

Portfolio management Review collected by and hosted on G2.com.

What do you like best about FactSet Workstation?

Data organisations and vendor management Review collected by and hosted on G2.com.

Verified User in Investment Management
UI
Verified User in Investment Management
Small-Business (50 or fewer emp.)
"Factset Review"
4.5/5
What do you like best about FactSet Workstation?

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 about FactSet Workstation?

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.

Verified User in Financial Services
GF
Verified User in Financial Services
Enterprise (> 1000 emp.)
"Easy to read news on a daily basis"
4.5/5
Describe the project or task FactSet Workstation helped with:

News summary Review collected by and hosted on G2.com.

What do you like best about FactSet Workstation?

Easy interface, better navigation, quick summary of earnings calls Review collected by and hosted on G2.com.

Bill D.
BD
Bill D.
Senior Vice President, Corporate Development
Small-Business (50 or fewer emp.)
"Corporate Development"
4/5
What do you like best about FactSet Workstation?

Well-organized layout. Good curated news feed Review collected by and hosted on G2.com.

What do you dislike about FactSet Workstation?

Lacks well organized search function across platform Review collected by and hosted on G2.com.

Andranik G.
AG
Andranik G.
Consultant
Enterprise (> 1000 emp.)
"My review of Factset"
3.5/5
What do you like best about FactSet Workstation?

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 about FactSet Workstation?

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.

Verified User in Investment Management
UI
Verified User in Investment Management
Enterprise (> 1000 emp.)
"FactSet is Great"
4/5
What do you like best about FactSet Workstation?

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 about FactSet Workstation?

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.

Verified User in Financial Services
UF
Verified User in Financial Services
Enterprise (> 1000 emp.)
"FactSet is my go-to application for research."
5/5
What do you like best about FactSet Workstation?

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 about FactSet Workstation?

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.

Verified User in Financial Services
UF
Verified User in Financial Services
Enterprise (> 1000 emp.)
"Fantastic FactSet for financial services specialized in retirement planning"
4.5/5
What do you like best about FactSet Workstation?

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 about FactSet Workstation?

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.

Verified User in Financial Services
UF
Verified User in Financial Services
Enterprise (> 1000 emp.)
"Fact set review "
5/5
What do you like best about FactSet Workstation?

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

What do you dislike about FactSet Workstation?

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.