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FactSet Evaluation Snapshot
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Product Overview
FactSet Overview
Product description, media, company details, support, training, deployment, customer size, languages, and industries.
Support
Training
Licensing & Deployment
Typical Customers
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Category-Based Capabilities
FactSet Features
Each category combines the selected software category, its category-specific description, and the features assigned to that category.
Financial Management Software 15 selected features Open category ↗ ⌄
Tax Management
Financial Reporting
Data Visualization
Financial Analysis
Compliance Management
Bank Reconciliation
Consolidation/Roll-Up
Dashboard Creation
Budgeting/Forecasting
Revenue Recognition
Cash Management
Accounting
Investment Management
Real-Time Data
Data Import/Export
Financial Services Software 14 selected features Open category ↗ ⌄
Risk Management
Compliance Management
Financial Analysis
Billing & Invoicing
Customer Engagement
Electronic Payments
CRM
Forecasting
Transaction Monitoring
Financial Management
Performance Management
Reporting/Analytics
For Financial Institutions
Asset Lifecycle Management
Investment Management Software 19 selected features Open category ↗ ⌄
Accounting
Alerts/Notifications
Financial Analysis
Visual Analytics
For Investors & Traders
For Investment Advisors
Risk Management
Modeling & Simulation
Portfolio Management
Performance Metrics
Compliance Tracking
Bonds/Stocks
Mobile Access
Commodity Futures
Portfolio Rebalancing
Fund Management
Client Portal
Benchmarking
Client Management
Pricing Information
FactSet Pricing
Pricing type, currency, trial availability, payment frequency, destination links, and package-level starting prices.
Alternative Products
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Frequently Asked Questions
FactSet FAQs
Answers generated from approved profile information, selected options, packages, integrations, support, training, deployment, and devices.
FactSet is a sophisticated Investment Management Software designed to provide financial professionals with comprehensive tools for portfolio management, analytics, and decision-making. It offers a robust platform for tracking investments, analyzing market trends, and optimizing asset allocation, ensuring that portfolios are managed effectively to maximize returns and minimize risks. FactSet features advanced analytics and reporting capabilities, enabling users to conduct in-depth financial analysis, perform risk assessments, and generate detailed performance reports. The software includes intuitive tools for portfolio construction and optimization, allowing investment managers to model various scenarios and adjust strategies based on real-time data and market conditions. Additionally, FactSet provides seamless integration with major financial data sources, trading platforms, and CRM systems, ensuring that users have access to accurate and up-to-date information for informed decision-making. The platform also supports collaboration features, facilitating communication and data sharing among team members and stakeholders. With its user-friendly interface and powerful functionality, FactSet empowers investment professionals to enhance their portfolio management processes, improve investment outcomes, and drive financial success effectively.
- No, FactSet does not offer a free version.
- Yes, FactSet offers a free trial.
- No, Credit Card details are not required for the FactSet trial.
- No, FactSet does not offer an API.
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FactSet offers support with the following options:
- 24x7 Support , Chat
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FactSet offers training with the following options:
- In-person , Live Online , Webinar , Documentation
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FactSet supports the following languages:
- English
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Following are the typical users of the FactSet:
- Self-Employed , Small-Business , Midsize-Business , Large-Enterprise-Business
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FactSet supports the following deployment:
- Cloud Hosted
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FactSet supports the following devices and operating systems:
- Web-Based , iPhone , Android , Mac
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