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FactSet

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United States HQFounded 1978

Deployment

Web-based

Best for

SmallMedium

Overview

About FactSet

FactSet creates flexible, open data and software solutions for tens of thousands of investment professionals around the world, providing instant anytime, anywhere access to financial data and analytics that investors use to make crucial decisions. We give investment professionals the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support from dedicated specialists.

At a glance

Software information

Industries served, licensing and the support FactSet provides.

Industries

  • Fundraising
  • Investment-banking-venture
  • Investment-management
  • Retail

Licensing

  • Proprietary
  • Quote Based

Support

  • Phone
  • 24x7 Support

Training

  • Webinar

Knowledge Base

  • Help Guides
  • Video
  • Blog
Languages (1)
English
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Capabilities

FactSet features

The full feature set, grouped by module.

Investment Management Software

  • Accounting Management
  • Asset Management
  • Benchmarking
  • Data Import/Export
  • Fund Management
  • Investment Tracking
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Management
  • Reporting
  • Risk Management

Hedge Fund Software

  • Client Portal
  • Compliance Management
  • Investor Reporting
  • Performance Analysis
  • Portfolio Analysis
  • Portfolio Management
  • Profit/Loss Statement

Stock Portfolio Management Software

  • Client Management
  • Portfolio Accounting
  • Portfolio Rebalancing
  • Risk Management
  • Stock Alerts
  • Watchlists

Plans

FactSet pricing

Free Version
No
Payment Frequency
Quote Based
Preferred Currency
USD ($)
Vendor pricing page

Media

Screenshots & video