Global Market Data
Access to data from international equity, fixed income, commodities, FX, and derivatives markets.
Yes - has this feature

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.
Yes - has this feature

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.
Yes - has this feature

Detailed company financial statements and filings are a core part of FactSet's platform.

Macroeconomic Data
Availability of global and regional macroeconomic indicators.
Yes - has this feature

Global macroeconomic data coverage is listed on the FactSet platform overview.

Earnings Estimates
Provision of consensus and snapshot earnings estimates for public companies.
Yes - has this feature

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.
Yes - has this feature

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).
Yes - has this feature

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.
Yes - has this feature

FactSet aggregates global news sources and supports filtering.

Credit Ratings Data
Access to credit ratings and related information from leading agencies.
Yes - has this feature

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.
Yes - has this feature

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.
Yes - has this feature

VaR, scenario analysis, risk modules are included in FactSet Analytics.

Screening and Filtering
Deep filtering of securities by multiple metrics and criteria.
Yes - has this feature

Advanced screening and filtering for equities and other assets are a core FactSet offering.

Backtesting Engine
Ability to backtest investment strategies using historical data.
Yes - has this feature

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.
Yes - has this feature

Portfolio construction and analytics (risk, performance) are a well-documented part of FactSet.

Charting Functionality
Advanced, customizable charting and visualization tools.
Yes - has this feature

Advanced, customizable charting and visualizations present in both web and Excel plug-ins.

Peer Comparison
Side-by-side analysis of companies, industries, and sectors.
Yes - has this feature

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.
Yes - has this feature

Custom formula building present in screening and Excel-linked analytics.

API Access for Analytics
Exposing platform analytics via API for integration with other tools.
Yes - has this feature

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.
Yes - has this feature

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.
Yes - has this feature

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.
Yes - has this feature

Shared research workspaces and permissioned access/model sharing are supported in FactSet.

Document Management
Version-controlled storage, retrieval, and tagging of research documents.
Yes - has this feature

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.
Yes - has this feature

Task assignment and research workflow supported in FactSet’s research management module.

Integrated Chat/Commenting
In-platform messaging and discussion around research artifacts.
Yes - has this feature

Integrated chat, commenting, and discussion supported in research collaboration features.

Approval Workflows
Formal review and approval processes for research notes and publications.
Yes - has this feature

Review/approval functionality included in research publication workflow tools.

Research Publication Tools
Generation and distribution of research reports, including formatting, branding, and controlled dissemination.
Yes - has this feature

Research report generation, formatting, distribution managed centrally in the platform.

Calendar Integration
Syncing of research meetings, deadlines, and events with personal or team calendars.
Yes - has this feature

Calendar integrations are available with major platforms (Outlook, Google Calendar, etc.).

Version Control
Tracking and management of updates/edits to research documents and models.
Yes - has this feature

Version control for documents/models available in FactSet Research Management Solutions.

Content Searchability
Advanced search and retrieval of research notes, documents, and data.
Yes - has this feature

Advanced document and data search present.

Automated Reminders
Automated notifications for important research deadlines or market events.
Yes - has this feature

Automated reminders for events and deadlines in research management tools.

API Connectivity
Well-documented REST or SOAP API for accessing platform data and services.
Yes - has this feature

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).
Yes - has this feature

Integrations with Bloomberg, Reuters, and other feeds documented.

Single Sign-On (SSO)
Support for SSO for seamless authentication using corporate credentials.
Yes - has this feature

Single Sign-On (SSO) is available for enterprise clients.

Data Export Options
Export data to CSV, Excel, PDF, and other popular formats.
Yes - has this feature

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.
Yes - has this feature

Salesforce and other CRM integrations are supported.

Custom Integrations
Support for custom integration use cases through SDKs, webhooks, etc.
Yes - has this feature

Custom integrations via SDKs, webhooks, and robust API support.

ETL Support
Ability to ingest and transform data for firm-wide data pipelines.
Yes - has this feature

ETL support for data ingestion and transformation is available for institutional clients.

BI/Visualization Tool Connectors
Native connectors for PowerBI, Tableau, Qlik, etc.
Yes - has this feature

Connectors for Tableau, Power BI, and other visualization tools exist.

Intuitive Navigation
Clean user interface with logical navigation structure.
Yes - has this feature

Modern UI/UX design with logical, user-tested navigation structure.

Custom Dashboards
Ability to create personalized dashboards with preferred modules and widgets.
Yes - has this feature

Users can create and save custom dashboards.

Theme and Branding Options
Support for custom firm branding and color schemes.
Yes - has this feature

Branding and theming are available for institutional deployments.

Accessibility Compliance
Compliant with WCAG or local accessibility standards.
Yes - has this feature

FactSet states WCAG and accessibility compliance features for its web interfaces.

Mobile Device Support
Optimized experiences across mobile, tablet, and desktop devices.
Yes - has this feature

FactSet provides mobile apps and ensures cross-device support.

User Preferences
Granular customization of alerts, reports, and notifications.
Yes - has this feature

Users can set preferences for reports, alerts, and notifications.

Multi-Language Support
Availability of platform in multiple languages.
Yes - has this feature

The platform is available in several key languages for multinational clients.

Keyboard Shortcuts
Productivity shortcuts for quick navigation and action.
Yes - has this feature

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.
Yes - has this feature

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.
Yes - has this feature

FactSet advertises its ability to scale horizontally for institutional deployments.

Data Encryption In-Transit
All communications are protected by TLS/SSL or equivalent encryption.
Yes - has this feature

Communications secured with TLS/SSL as described in FactSet’s security documentation.

Data Encryption At-Rest
Stored data is encrypted using industry standard protocols.
Yes - has this feature

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.
Yes - has this feature

Role-based access control documented in FactSet’s security documentation.

Audit Logging
Comprehensive logs for tracking all user and system activities.
Yes - has this feature

Audit logging features available, as stated in InfoSec and compliance documentation.

Regulatory Compliance Certifications
Compliance with standards like GDPR, SOC2, ISO 27001, FINRA, etc.
Yes - has this feature

Privacy and compliance certifications for GDPR, SOC2, etc. are published on FactSet’s compliance portal.

Multi-Factor Authentication
Support for MFA in user logins.
Yes - has this feature

Multi-factor authentication is listed under FactSet's login options.

Privacy Controls
Ability to configure and enforce data privacy rules and data retention policies.
Yes - has this feature

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.
Yes - has this feature

Secure and auditable data deletion is available for compliance.

24/7 Support
Access to live support around the clock.
Yes - has this feature

24/7 support is included with FactSet’s enterprise support plans.

Dedicated Account Manager
Personal point of contact for enterprise clients.
Yes - has this feature

Account managers are available for enterprise FactSet customers.

In-Platform Tutorials
Interactive guides for onboarding and user education.
Yes - has this feature

In-platform onboarding tutorials and contextual help available.

Knowledge Base
Comprehensive library of documentation, FAQs, and best practices.
Yes - has this feature

Comprehensive help and knowledge base is available online.

Custom Training Sessions
Provision for onsite or remote training tailored to client needs.
Yes - has this feature

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.
Yes - has this feature

FactSet provides clear and upfront disclosure of costs; pricing is transparent to clients.

Modular Licensing
Ability to purchase only specific modules or functionalities.
Yes - has this feature

FactSet allows purchase of specific modules; modular pricing/licensing.

Usage-Based Pricing
Option for per-user or per-usage pricing models.
Yes - has this feature

Per-user and usage-based pricing models are offered.

Volume Discounts
Discounts for larger user numbers or extended contracts.
Yes - has this feature

Volume discounts available for large-scale deployments and multi-year contracts.

Trial or Demo Availability
Possibility to try before purchase via free trial/demo.
Yes - has this feature

FactSet offers trials and demos to qualified prospects.

Natural Language Processing
Extraction and analysis of insights from unstructured data, such as news or filings.
Yes - has this feature

NLP-driven news, document parsing and analytics present in FactSet’s AI product suite.

Smart Alerts
AI-driven, context-aware alerts and recommendations.
Yes - has this feature

AI-driven alerts and recommendations described in FactSet offerings.

Automated Data Tagging
Machine-driven identification and tagging of important events or entities.
Yes - has this feature

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.
Yes - has this feature

Sentiment analysis is performed on news, research, and social content in FactSet.

Predictive Analytics
AI/ML-enabled forecasting and scenario analysis tools.
Yes - has this feature

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.
Yes - has this feature

Personalized content and analytics recommendations via AI are emphasized in FactSet marketing.

Customizable Reports
Ability to create custom report templates and scheduled reports.
Yes - has this feature

Customizable scheduled report creation and template support is documented.

Regulatory Reporting
Out-of-the-box templates for regulatory and supervisory reporting.
Yes - has this feature

Support for regulatory and supervisory reporting templates is part of enterprise FactSet offerings.

Usage Analytics
Detailed tracking and reporting of platform usage.
Yes - has this feature

Platform usage analytics are accessible to admins.

Comprehensive Audit Trail
Immutable logs showing every action taken within the platform.
Yes - has this feature

Detailed audit trail logging is available per compliance documentation.

Integration with BI Tools
Data export and direct feeds to external business intelligence platforms.
Yes - has this feature

Data exports and direct feeds to BI platforms (Tableau, Power BI) are supported.