The FactSet Workstation is a dynamic platform designed to empower financial professionals with seamless data access, advanced analytics, and technology. Integrating over 800 data sources across asset classes and markets, it consolidates crucial insights and elevates decision-making. Its AI-powered tools include smart search and chat features. The workstation simplifies complex workflows, enabling users to uncover insights quickly and improve collaboration. From research and portfolio…
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Quartr
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Quartr is a software company serving the world of finance. The Quartr ecosystem gives investors, corporate professionals, and journalists access to first-party information from 10,000+ public companies through a variety of services.
Financial Analyst in Finance and Accounting at ROCKLINC Investment Partners Inc. (Investment Management, 1-10 employees)
Chose FactSet Workstation
While FactSet Workstation certainly stacks up in terms of quantity of data with other providers, the quality is top-notch. I can directly see the source of each line item on a financial statement which gives me confidence what I see is factual data directly from the companies I …
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
FactSet Workstation is great for equity research. It is very simple to use and has the most crucial items an analyst needs. Wish it can bridge some of the gaps a Bloomberg Terminal can provide such as the search function and most importantly the chat function. You can easily find an investor on Bloomberg and get the contact info to do more research, it's basically non-existent on FactSet Workstation. Also, I use the FactSet Workstation news function and a lot of times, the news are a repeat of the same thing through the day. I feel like reading the same thing. Better to send one less update if the customer/user already read it.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Excel add-in formulas are not constructed in an intuitive way and too often require assistance from help desk
No chat function for help desk, which means delayed assistance time or talking with non-native English speakers, some of whom can be difficult to understand
There should be an AI chatbot that can answer routine queries; for more advanced questions, a human rep can be connected
Portfolio performance metrics should be downloadable using Excel add-in rather than being available only on Workstation
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
We need the FactSet data and capabilities to complete 75% of the financial analyses that we complete for both internal and external purposes. It is invaluable and I am not aware of any other provider that would be able to fill this gap that FactSet does
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It does everything I need. It is pretty user friendly and easy to work with whatever technology interface I am using (desk top, notebook, tablet, or mobile phone). I am able to get work done whether I am in the office, at home, or traveling. The user up time is very good. They are rarely doing maintenance when I need to use the platform
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Product is magnitudes more affordable and provides 80% of the functionality that Bloomberg has and is working to build out the remaining. The workstation is more user friendly than bloomberg but still not perfect. Not as robust as a Bloomberg Terminal and doesn't have the chat/trading features.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
