G2

JI

jessica i.

administrative assistant

Small-Business (50 or fewer emp.)

11/19/2019

"Best for portfolio review"

5/5

What do you like best about FactSet Portfolio Analytics?

FactSet is amazing because it has all the information on one platform. I use it frequently to see new news regarding my portfolio. FactSet is great if you do not have bloomberg terminal as it provides news, in real time. Review collected by and hosted on G2.com.

What do you dislike about FactSet Portfolio Analytics?

Definitely takes some time to learn the platform and become comfortable with the different settings Review collected by and hosted on G2.com.

Recommendations to others considering FactSet Portfolio Analytics:

FactSet is great if you need a quick company snapshot. It provides all the data in PDF or excel converts. It is very easy to model and works in compliment to Bloomberg. Review collected by and hosted on G2.com.

What problems is FactSet Portfolio Analytics solving and how is that benefiting you?

FactSet is extremely helpful during earnings season as it has all of their info, call times, financial data. The FactSet representatives are extremely knowledgeable and available all the time to answer my questions and assist with time sensitive manners. Review collected by and hosted on G2.com.