a>
Comprehensive financial data, real-time quotes, news, analytics, portfolio management tools, equity research, screening capabilities, company fundamentals, and alternative data. Features sophisticated charting, Excel integration, and mobile access.
Platforms that help analyze market trends, company performance, and investment opportunities to inform decision-making.
More Investment Research Systems
More Investment Banking ...
|
Global Market Data Access to data from international equity, fixed income, commodities, FX, and derivatives markets. |
FactSet covers global equity, fixed income, commodities, FX, and derivatives markets as stated in FactSet's product materials. | |
|
Historical Data Depth Range of years of historical data available. |
No information available | |
|
Alternative Data Integration Ability to ingest alternative data sources such as social sentiment, satellite imagery, credit card spend data, etc. |
Alternative data sources (social, satellite, credit card, etc.) are mentioned on FactSet's offering list. | |
|
Corporate Financials Coverage of detailed company financial statements, filings, and relevant financial metrics. |
Detailed company financial statements and filings are a core part of FactSet's platform. | |
|
Macroeconomic Data Availability of global and regional macroeconomic indicators. |
Global macroeconomic data coverage is listed on the FactSet platform overview. | |
|
Earnings Estimates Provision of consensus and snapshot earnings estimates for public companies. |
Consensus and snapshot earnings estimates are available in FactSet through data partnerships. | |
|
Real-Time Data Feeds Support for real-time streaming data for pricing and news. |
Real-time streaming data feeds are provided for pricing and news (FactSet Real-Time, FactSet News). | |
|
Tick Data Granularity Level of detail for tick/transaction-level data. |
No information available | |
|
Coverage Universe Size Number of companies, securities, or instruments covered. |
No information available | |
|
Event Calendars Availability of forward-looking event calendars (earnings, dividends, macroeconomic releases). |
Forward-looking event calendars (earnings, dividends, economic) are explicitly listed as a platform feature. | |
|
News Aggregation Integration of multiple global news sources and filtering capabilities. |
FactSet aggregates global news sources and supports filtering. | |
|
Credit Ratings Data Access to credit ratings and related information from leading agencies. |
Credit rating agency feeds and related analytics are integrated into FactSet. |
|
Financial Modeling Toolkit Pre-built and customizable templates for DCF, comparables, LBO, merger models, etc. |
Comprehensive financial modeling toolkits are available, including DCF, LBO, merger, and more via FactSet's Excel add-in. | |
|
Risk Analysis Modules Tools for calculating VaR, stress testing, scenario analysis, and sensitivity testing. |
VaR, scenario analysis, risk modules are included in FactSet Analytics. | |
|
Screening and Filtering Deep filtering of securities by multiple metrics and criteria. |
Advanced screening and filtering for equities and other assets are a core FactSet offering. | |
|
Backtesting Engine Ability to backtest investment strategies using historical data. |
Backtesting tools for quant and portfolio strategies are supported in FactSet’s platform. | |
|
Portfolio Analytics Comprehensive tools for portfolio construction, risk attribution, and performance attribution. |
Portfolio construction and analytics (risk, performance) are a well-documented part of FactSet. | |
|
Charting Functionality Advanced, customizable charting and visualization tools. |
Advanced, customizable charting and visualizations present in both web and Excel plug-ins. | |
|
Peer Comparison Side-by-side analysis of companies, industries, and sectors. |
Peer group and side-by-side analysis tools are part of FactSet’s screening/dashboard features. | |
|
Custom Formula Builder Support for building custom metrics and formulas. |
Custom formula building present in screening and Excel-linked analytics. | |
|
API Access for Analytics Exposing platform analytics via API for integration with other tools. |
API access to FactSet analytics functions is part of FactSet Developer portal/API documentation. | |
|
Forecasting Models In-built forecasting functions for time series and regression-based predictions. |
Forecasting models including time series and regression are included (FactSet Quantitative Analytics). | |
|
Deal Analytics Suite Capability to analyze and benchmark M&A, ECM, and DCM transactions. |
M&A, ECM, DCM analytics are available through FactSet’s Transaction Analytics suite. |
|
Shared Workspaces Ability to create and manage shared research spaces for teams/projects. |
Shared research workspaces and permissioned access/model sharing are supported in FactSet. | |
|
Document Management Version-controlled storage, retrieval, and tagging of research documents. |
Document management with tagging and retrieval features exists in FactSet Research Management Solutions. | |
|
Task Assignment and Tracking Workflow tools for assigning and tracking analysis or research tasks. |
Task assignment and research workflow supported in FactSet’s research management module. | |
|
Integrated Chat/Commenting In-platform messaging and discussion around research artifacts. |
Integrated chat, commenting, and discussion supported in research collaboration features. | |
|
Approval Workflows Formal review and approval processes for research notes and publications. |
Review/approval functionality included in research publication workflow tools. | |
|
Research Publication Tools Generation and distribution of research reports, including formatting, branding, and controlled dissemination. |
Research report generation, formatting, distribution managed centrally in the platform. | |
|
Calendar Integration Syncing of research meetings, deadlines, and events with personal or team calendars. |
Calendar integrations are available with major platforms (Outlook, Google Calendar, etc.). | |
|
Version Control Tracking and management of updates/edits to research documents and models. |
Version control for documents/models available in FactSet Research Management Solutions. | |
|
Content Searchability Advanced search and retrieval of research notes, documents, and data. |
Advanced document and data search present. | |
|
Automated Reminders Automated notifications for important research deadlines or market events. |
Automated reminders for events and deadlines in research management tools. |
|
API Connectivity Well-documented REST or SOAP API for accessing platform data and services. |
REST and SOAP APIs are available for wide product functionality (FactSet APIs). | |
|
Third-Party Data Feeds Ability to integrate with external data providers (Bloomberg, Reuters, FactSet, etc). |
Integrations with Bloomberg, Reuters, and other feeds documented. | |
|
Single Sign-On (SSO) Support for SSO for seamless authentication using corporate credentials. |
Single Sign-On (SSO) is available for enterprise clients. | |
|
Data Export Options Export data to CSV, Excel, PDF, and other popular formats. |
Exports to CSV, Excel, PDF and more are available throughout platform and Excel plugin. | |
|
CRM Integration Ability to link with CRM tools like Salesforce, Dynamics, etc. |
Salesforce and other CRM integrations are supported. | |
|
Custom Integrations Support for custom integration use cases through SDKs, webhooks, etc. |
Custom integrations via SDKs, webhooks, and robust API support. | |
|
ETL Support Ability to ingest and transform data for firm-wide data pipelines. |
ETL support for data ingestion and transformation is available for institutional clients. | |
|
BI/Visualization Tool Connectors Native connectors for PowerBI, Tableau, Qlik, etc. |
Connectors for Tableau, Power BI, and other visualization tools exist. |
|
Intuitive Navigation Clean user interface with logical navigation structure. |
Modern UI/UX design with logical, user-tested navigation structure. | |
|
Custom Dashboards Ability to create personalized dashboards with preferred modules and widgets. |
Users can create and save custom dashboards. | |
|
Theme and Branding Options Support for custom firm branding and color schemes. |
Branding and theming are available for institutional deployments. | |
|
Accessibility Compliance Compliant with WCAG or local accessibility standards. |
FactSet states WCAG and accessibility compliance features for its web interfaces. | |
|
Mobile Device Support Optimized experiences across mobile, tablet, and desktop devices. |
FactSet provides mobile apps and ensures cross-device support. | |
|
User Preferences Granular customization of alerts, reports, and notifications. |
Users can set preferences for reports, alerts, and notifications. | |
|
Multi-Language Support Availability of platform in multiple languages. |
The platform is available in several key languages for multinational clients. | |
|
Keyboard Shortcuts Productivity shortcuts for quick navigation and action. |
Keyboard shortcuts are listed in FactSet user guides. |
|
System Uptime Guaranteed platform uptime (SLA). |
No information available | |
|
Response Time Average latency for user interactions and analytics queries. |
No information available | |
|
Concurrent User Support Maximum number of users supported simultaneously. |
No information available | |
|
Data Throughput Rate at which data can be processed or retrieved. |
No information available | |
|
Load Balancing Automated distribution of workloads across system resources. |
Load balancing across system resources is a standard feature in enterprise-grade SaaS like FactSet. | |
|
Horizontal Scalability Ability to add capacity by connecting multiple systems or servers. |
FactSet advertises its ability to scale horizontally for institutional deployments. |
|
Data Encryption In-Transit All communications are protected by TLS/SSL or equivalent encryption. |
Communications secured with TLS/SSL as described in FactSet’s security documentation. | |
|
Data Encryption At-Rest Stored data is encrypted using industry standard protocols. |
Data at rest is encrypted using industry standards (AES, etc.) as per FactSet’s InfoSec portal. | |
|
Role-Based Access Control Granular user and permission management. |
Role-based access control documented in FactSet’s security documentation. | |
|
Audit Logging Comprehensive logs for tracking all user and system activities. |
Audit logging features available, as stated in InfoSec and compliance documentation. | |
|
Regulatory Compliance Certifications Compliance with standards like GDPR, SOC2, ISO 27001, FINRA, etc. |
Privacy and compliance certifications for GDPR, SOC2, etc. are published on FactSet’s compliance portal. | |
|
Multi-Factor Authentication Support for MFA in user logins. |
Multi-factor authentication is listed under FactSet's login options. | |
|
Privacy Controls Ability to configure and enforce data privacy rules and data retention policies. |
Privacy controls and data retention rules can be configured (see Data Governance features). | |
|
Secure Data Deletion Support for secure and auditable deletion of sensitive data. |
Secure and auditable data deletion is available for compliance. |
|
24/7 Support Access to live support around the clock. |
24/7 support is included with FactSet’s enterprise support plans. | |
|
Dedicated Account Manager Personal point of contact for enterprise clients. |
Account managers are available for enterprise FactSet customers. | |
|
In-Platform Tutorials Interactive guides for onboarding and user education. |
In-platform onboarding tutorials and contextual help available. | |
|
Knowledge Base Comprehensive library of documentation, FAQs, and best practices. |
Comprehensive help and knowledge base is available online. | |
|
Custom Training Sessions Provision for onsite or remote training tailored to client needs. |
Custom training sessions (remote & onsite) are referenced in FactSet service descriptions. | |
|
Response Time SLA Guaranteed support response time as per client tier. |
No information available |
|
Transparent Pricing Clear and upfront disclosure of all costs, including data fees. |
FactSet provides clear and upfront disclosure of costs; pricing is transparent to clients. | |
|
Modular Licensing Ability to purchase only specific modules or functionalities. |
FactSet allows purchase of specific modules; modular pricing/licensing. | |
|
Usage-Based Pricing Option for per-user or per-usage pricing models. |
Per-user and usage-based pricing models are offered. | |
|
Volume Discounts Discounts for larger user numbers or extended contracts. |
Volume discounts available for large-scale deployments and multi-year contracts. | |
|
Trial or Demo Availability Possibility to try before purchase via free trial/demo. |
FactSet offers trials and demos to qualified prospects. |
|
Natural Language Processing Extraction and analysis of insights from unstructured data, such as news or filings. |
NLP-driven news, document parsing and analytics present in FactSet’s AI product suite. | |
|
Smart Alerts AI-driven, context-aware alerts and recommendations. |
AI-driven alerts and recommendations described in FactSet offerings. | |
|
Automated Data Tagging Machine-driven identification and tagging of important events or entities. |
Automated tagging of entities/events in news and filings noted in FactSet AI descriptions. | |
|
Sentiment Analysis Detection of sentiment in news, reports, and social media. |
Sentiment analysis is performed on news, research, and social content in FactSet. | |
|
Predictive Analytics AI/ML-enabled forecasting and scenario analysis tools. |
Predictive analytics, including forecasting and what-if analysis, are part of FactSet Quant tools. | |
|
Personalized Recommendations AI-powered suggestions for research, analytics, or content tailored to each user. |
Personalized content and analytics recommendations via AI are emphasized in FactSet marketing. |
|
Customizable Reports Ability to create custom report templates and scheduled reports. |
Customizable scheduled report creation and template support is documented. | |
|
Regulatory Reporting Out-of-the-box templates for regulatory and supervisory reporting. |
Support for regulatory and supervisory reporting templates is part of enterprise FactSet offerings. | |
|
Usage Analytics Detailed tracking and reporting of platform usage. |
Platform usage analytics are accessible to admins. | |
|
Comprehensive Audit Trail Immutable logs showing every action taken within the platform. |
Detailed audit trail logging is available per compliance documentation. | |
|
Integration with BI Tools Data export and direct feeds to external business intelligence platforms. |
Data exports and direct feeds to BI platforms (Tableau, Power BI) are supported. |
High-performance computing systems and data storage solutions to support intensive data analysis, backtesting, and modeling activities required for sophisticated investment research.
More Specialized Research Hardware
More Investment Research & Analysis ...
Sorry, no analysis is avaiable for Specialized Research Hardware
This data was generated by an AI system. Please check
with the supplier. While you are talking to them, remind them that they need
to update their entry.