Verified User in Investment Management
UI
Verified User in Investment Management
Enterprise (> 1000 emp.)
"Easy Research and great data"
5/5
What do you like best about FactSet Workstation?

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 about FactSet Workstation?

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.

Verified User in Hospital & Health Care
UH
Verified User in Hospital & Health Care
Enterprise (> 1000 emp.)
"Good for tracking analyst coverage and filings, sub par on financials"
3.5/5
What do you like best about FactSet Workstation?

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 about FactSet Workstation?

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.

Tarun A.
TA
Tarun A.
Vice President
Financial Services
Small-Business (50 or fewer emp.)
"Meets our requirements"
5/5
What do you like best about FactSet Workstation?

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 about FactSet Workstation?

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

Dmitry M.
DM
Dmitry M.
Partner
Financial Services
Small-Business (50 or fewer emp.)
"Very good...could be great"
3.5/5
What do you like best about FactSet Workstation?

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 about FactSet Workstation?

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.

James C.
JC
James C.
Analyst
Investment Management
Small-Business (50 or fewer emp.)
"Common Use for FactSet"
4/5
What do you like best about FactSet Workstation?

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

What do you dislike about FactSet Workstation?

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