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.
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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. | |
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Historical Data Depth Range of years of historical data available. |
No information available | |
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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. | |
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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. | |
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Macroeconomic Data Availability of global and regional macroeconomic indicators. |
Global macroeconomic data coverage is listed on the FactSet platform overview. | |
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Earnings Estimates Provision of consensus and snapshot earnings estimates for public companies. |
Consensus and snapshot earnings estimates are available in FactSet through data partnerships. | |
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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). | |
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Tick Data Granularity Level of detail for tick/transaction-level data. |
No information available | |
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Coverage Universe Size Number of companies, securities, or instruments covered. |
No information available | |
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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. | |
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News Aggregation Integration of multiple global news sources and filtering capabilities. |
FactSet aggregates global news sources and supports filtering. | |
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Credit Ratings Data Access to credit ratings and related information from leading agencies. |
Credit rating agency feeds and related analytics are integrated into FactSet. |
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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. | |
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Risk Analysis Modules Tools for calculating VaR, stress testing, scenario analysis, and sensitivity testing. |
VaR, scenario analysis, risk modules are included in FactSet Analytics. | |
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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. | |
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Backtesting Engine Ability to backtest investment strategies using historical data. |
Backtesting tools for quant and portfolio strategies are supported in FactSet’s platform. | |
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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. | |
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Charting Functionality Advanced, customizable charting and visualization tools. |
Advanced, customizable charting and visualizations present in both web and Excel plug-ins. | |
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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. | |
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Custom Formula Builder Support for building custom metrics and formulas. |
Custom formula building present in screening and Excel-linked analytics. | |
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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. | |
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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). | |
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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. |
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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. | |
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Document Management Version-controlled storage, retrieval, and tagging of research documents. |
Document management with tagging and retrieval features exists in FactSet Research Management Solutions. | |
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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. | |
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Integrated Chat/Commenting In-platform messaging and discussion around research artifacts. |
Integrated chat, commenting, and discussion supported in research collaboration features. | |
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Approval Workflows Formal review and approval processes for research notes and publications. |
Review/approval functionality included in research publication workflow tools. | |
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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. | |
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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.). | |
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Version Control Tracking and management of updates/edits to research documents and models. |
Version control for documents/models available in FactSet Research Management Solutions. | |
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Content Searchability Advanced search and retrieval of research notes, documents, and data. |
Advanced document and data search present. | |
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Automated Reminders Automated notifications for important research deadlines or market events. |
Automated reminders for events and deadlines in research management tools. |
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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). | |
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Third-Party Data Feeds Ability to integrate with external data providers (Bloomberg, Reuters, FactSet, etc). |
Integrations with Bloomberg, Reuters, and other feeds documented. | |
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Single Sign-On (SSO) Support for SSO for seamless authentication using corporate credentials. |
Single Sign-On (SSO) is available for enterprise clients. | |
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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. | |
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CRM Integration Ability to link with CRM tools like Salesforce, Dynamics, etc. |
Salesforce and other CRM integrations are supported. | |
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Custom Integrations Support for custom integration use cases through SDKs, webhooks, etc. |
Custom integrations via SDKs, webhooks, and robust API support. | |
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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. | |
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BI/Visualization Tool Connectors Native connectors for PowerBI, Tableau, Qlik, etc. |
Connectors for Tableau, Power BI, and other visualization tools exist. |
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Intuitive Navigation Clean user interface with logical navigation structure. |
Modern UI/UX design with logical, user-tested navigation structure. | |
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Custom Dashboards Ability to create personalized dashboards with preferred modules and widgets. |
Users can create and save custom dashboards. | |
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Theme and Branding Options Support for custom firm branding and color schemes. |
Branding and theming are available for institutional deployments. | |
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Accessibility Compliance Compliant with WCAG or local accessibility standards. |
FactSet states WCAG and accessibility compliance features for its web interfaces. | |
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Mobile Device Support Optimized experiences across mobile, tablet, and desktop devices. |
FactSet provides mobile apps and ensures cross-device support. | |
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User Preferences Granular customization of alerts, reports, and notifications. |
Users can set preferences for reports, alerts, and notifications. | |
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Multi-Language Support Availability of platform in multiple languages. |
The platform is available in several key languages for multinational clients. | |
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Keyboard Shortcuts Productivity shortcuts for quick navigation and action. |
Keyboard shortcuts are listed in FactSet user guides. |
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System Uptime Guaranteed platform uptime (SLA). |
No information available | |
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Response Time Average latency for user interactions and analytics queries. |
No information available | |
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Concurrent User Support Maximum number of users supported simultaneously. |
No information available | |
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Data Throughput Rate at which data can be processed or retrieved. |
No information available | |
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Load Balancing Automated distribution of workloads across system resources. |
Load balancing across system resources is a standard feature in enterprise-grade SaaS like FactSet. | |
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Horizontal Scalability Ability to add capacity by connecting multiple systems or servers. |
FactSet advertises its ability to scale horizontally for institutional deployments. |
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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. | |
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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. | |
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Role-Based Access Control Granular user and permission management. |
Role-based access control documented in FactSet’s security documentation. | |
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Audit Logging Comprehensive logs for tracking all user and system activities. |
Audit logging features available, as stated in InfoSec and compliance documentation. | |
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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. | |
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Multi-Factor Authentication Support for MFA in user logins. |
Multi-factor authentication is listed under FactSet's login options. | |
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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). | |
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Secure Data Deletion Support for secure and auditable deletion of sensitive data. |
Secure and auditable data deletion is available for compliance. |
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24/7 Support Access to live support around the clock. |
24/7 support is included with FactSet’s enterprise support plans. | |
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Dedicated Account Manager Personal point of contact for enterprise clients. |
Account managers are available for enterprise FactSet customers. | |
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In-Platform Tutorials Interactive guides for onboarding and user education. |
In-platform onboarding tutorials and contextual help available. | |
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Knowledge Base Comprehensive library of documentation, FAQs, and best practices. |
Comprehensive help and knowledge base is available online. | |
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Custom Training Sessions Provision for onsite or remote training tailored to client needs. |
Custom training sessions (remote & onsite) are referenced in FactSet service descriptions. | |
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Response Time SLA Guaranteed support response time as per client tier. |
No information available |
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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. | |
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Modular Licensing Ability to purchase only specific modules or functionalities. |
FactSet allows purchase of specific modules; modular pricing/licensing. | |
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Usage-Based Pricing Option for per-user or per-usage pricing models. |
Per-user and usage-based pricing models are offered. | |
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Volume Discounts Discounts for larger user numbers or extended contracts. |
Volume discounts available for large-scale deployments and multi-year contracts. | |
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Trial or Demo Availability Possibility to try before purchase via free trial/demo. |
FactSet offers trials and demos to qualified prospects. |
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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. | |
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Smart Alerts AI-driven, context-aware alerts and recommendations. |
AI-driven alerts and recommendations described in FactSet offerings. | |
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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. | |
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Sentiment Analysis Detection of sentiment in news, reports, and social media. |
Sentiment analysis is performed on news, research, and social content in FactSet. | |
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Predictive Analytics AI/ML-enabled forecasting and scenario analysis tools. |
Predictive analytics, including forecasting and what-if analysis, are part of FactSet Quant tools. | |
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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. |
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Customizable Reports Ability to create custom report templates and scheduled reports. |
Customizable scheduled report creation and template support is documented. | |
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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. | |
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Usage Analytics Detailed tracking and reporting of platform usage. |
Platform usage analytics are accessible to admins. | |
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Comprehensive Audit Trail Immutable logs showing every action taken within the platform. |
Detailed audit trail logging is available per compliance documentation. | |
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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.
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Processor Core Count Number of CPU cores available for computation. |
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CPU Frequency Clock speed of central processing unit. |
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GPU Support Availability of graphical processing units for parallel computing. |
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Number of GPUs Total GPU units available for workload. |
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AI/ML Accelerator Integration Hardware support for machine learning accelerators (e.g., TPUs, FPGAs). |
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Floating Point Operations per Second (FLOPS) Hardware's capacity for high-speed mathematical calculations. |
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RAM Capacity Total system memory available. |
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RAM Speed Frequency at which memory operates. |
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Simultaneous Multithreading Ability to handle parallel threads per core. |
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Thermal Design Power (TDP) Maximum heat output to consider for cooling systems. |
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Customizable Hardware Profiles Support for user-configurable hardware allocations. |
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Fault Tolerance Mechanisms Hardware-level reliability to minimize interruptions. |
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Upgradability Ease with which hardware components can be upgraded. |
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Total Storage Capacity Maximum capacity for data storage. |
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Storage Type Supported types such as HDD, SSD, NVMe. |
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Read/Write Speed Speed at which data can be accessed or stored. |
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RAID Support Ability to configure disk arrays for redundancy/performance. |
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Hot Swappable Drives Ability to replace drives without shutting down. |
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Data Encryption at Rest Built-in encryption capabilities for stored data. |
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Automated Backup Scheduling Set up automatic, regular data backups. |
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Snapshot Capability Ability to capture point-in-time data images. |
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Deduplication Reduces storage use by eliminating duplicate data. |
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Compression Reduces data size for efficient storage. |
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High Availability Cluster Storage Ensures continuous data access via failover mechanisms. |
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Object Storage Compatibility Support for object-oriented storage system integration. |
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Data Tiering Move old/less-used data to lower-cost storage automatically. |
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High-Speed Network Interfaces Supports fast Ethernet connectivity (10GbE/40GbE/etc). |
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Multiple Network Interfaces Ability to install several NICs for redundancy & bandwidth. |
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Cloud Integration Ability to connect and sync with public/hybrid cloud. |
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API Compatibility Supports ingestion via open APIs (REST, FIX, etc). |
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Direct Market Access (DMA) Feed Support Ability to receive high-frequency, real-time market data. |
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Batch Data Import/Export Support for large volume data moves (csv, parquet, etc). |
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Streaming Data Support Capability to ingest and process live data feeds. |
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Data Source Authentication Built-in mechanisms for secure access to data feeds. |
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Data Format Flexibility Handles multiple data formats (JSON, XML, CSV, etc). |
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Latency Time delay between data generation and ingestion. |
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Concurrent Connection Support Number of simultaneous data sources supported. |
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Automatic Data Source Failover Switches to backup sources upon failure. |
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Backtesting Engine Integration Ability to interface with or contain backtesting platforms. |
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Simultaneous Model Execution Number of research models that can run in parallel. |
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Supported Analytics Libraries Pre-installed scientific/financial libraries (e.g., NumPy, Pandas). |
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Monte Carlo Simulation Capability Efficient support for running Monte Carlo analyses. |
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Machine Learning Framework Compatibility Can run PyTorch, TensorFlow, or specialized frameworks. |
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Custom Scripting Support Enables use of custom code/scripts (Python, R, etc). |
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Model Training Throughput How fast the platform can process training cycles. |
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Real-Time Analytics Capability Can perform live analytics with minimal lag. |
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Pre/Post Trade Analysis Modules Build-in tools for transaction analytics. |
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Scenario/Stress Testing Tools Allows exhaustive scenario analyses for risk testing. |
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Transfer Learning Support Can leverage pre-trained models for faster research. |
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Batch Processing Capability Ability to run large jobs in batch mode. |
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End-to-End Encryption All data flows are encrypted in transit and at rest. |
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Role-Based Access Control (RBAC) Grant permissions at very granular user and group levels. |
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Multi-Factor Authentication Additional authentication layers for system access. |
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Audit Logging Every action is logged for review and compliance. |
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Intrusion Detection/Prevention Monitors and blocks malicious activity automatically. |
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Data Leak Prevention Mechanisms to block unauthorized data transfers. |
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SOC 2/ISO 27001 Certification Adherence to major information security standards. |
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Customizable Security Policies Organizations can tailor security requirements. |
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Regulatory Compliance Alerting Notification of compliance breaches. |
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Data Wiping & Secure Deletion Ensures deleted data is non-recoverable. |
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Disaster Recovery Planning Systems, processes, and testing for rapid restoration. |
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Immutable Audit Trail Cannot alter historical audit records. |
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Horizontal Scaling Support Add more servers/nodes as research requirements grow. |
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Vertical Scaling Support Increase performance by upgrading resources in a node. |
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On-Premises/Cloud Hybrid Support Can operate across premises and cloud seamlessly. |
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Resource Pooling Enables flexible allocation across research projects. |
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Automated Load Balancing Distributes computational workloads efficiently. |
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Elastic Resource Scaling Automatically scales up/down as needed. |
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Multi-Tenancy Support Multiple groups or teams can use the hardware securely. |
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API-Based Orchestration Programmatic management of compute and storage. |
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Containerization Compatibility Supports Docker, Kubernetes, etc. for deployment. |
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Custom User Environment Profiles Personalized hardware/software setups per researcher. |
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Minimum Node Size Required Smallest possible hardware increment for expansion. |
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Web-Based Management Console Graphical interface for hardware and job control. |
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Command-Line Tools Powerful scripting and automation capabilities. |
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User Activity Monitoring See which researcher is using which resources. |
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Resource Usage Visualization Graphical monitoring of real-time performance. |
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Automated Scheduling Schedule jobs to run at specific times or after events. |
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Alerting & Notification System Configurable alerts for hardware, job, or security events. |
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Multi-Language Support Supports multiple user interface languages. |
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Self-Service Documentation Comprehensive, accessible user manuals and help. |
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Role-Based Dashboard Configurability Custom views for different types of users. |
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Wizard-Based Setup Guided, step-by-step installation and configuration. |
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Integrated Troubleshooting Tools Automated troubleshooting and diagnostics. |
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APIs for Integration Library of APIs for seamless interoperability. |
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Plug-Ins and Extensions Modular system can be extended easily. |
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Standard Communication Protocols Supports FIX, REST, WebSockets, etc. |
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Custom Data Connector Support Create/adapt connectors to various databases/data sources. |
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Integration with BI Tools Interoperability with Tableau, Power BI, etc. |
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SFTP/FTP Access Secure file transfers to and from research environment. |
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SDK Availability Software Development Kit for building integrations. |
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Vendor-Agnostic Data Access Does not require proprietary formats for ingestion. |
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Time-Series Data Integration Natively handles and integrates time-series feeds. |
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Cross-Platform Compatibility Works on major OS (Linux, Windows, Mac). |
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Redundant Power Supplies Multiple power circuits for continuous operation. |
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Uninterruptable Power Supply (UPS) Battery backup for short-duration outages. |
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High Availability Cluster Support Automated failover between hardware nodes. |
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Automated Backup and Restore Ensures data and state can be restored quickly. |
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Hardware Health Monitoring Detects possible failure before it occurs. |
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Mean Time Between Failures (MTBF) Average operational time before failure. |
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Automatic Job Restart Incomplete jobs can restart automatically after crash. |
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Error Detection and Reporting Automated discovery and logging of errors. |
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Hot Spare Nodes Idle nodes ready for rapid takeover on failure. |
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Service Level Agreements (SLAs) Guaranteed uptime/service targets. |
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24/7 Hotline Support Can contact support staff at any time. |
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Onsite Support Availability Technician dispatch to physical location. |
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Proactive Hardware Monitoring Vendor monitors for preemptive fixes. |
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Regular Software/Firmware Updates Timely delivery of system updates. |
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Replacement Parts Logistics Availability and speed of replacement parts. |
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Training and Onboarding Services Vendor support for onboarding and best practices. |
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Detailed Knowledge Base Full documentation, FAQs, and troubleshooting guides. |
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Remote Diagnostics Issues can be diagnosed by vendor remotely. |
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Custom Service Agreements Tailored SLAs to suit fund management needs. |
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Migration Assistance Help with moving workloads or data. |
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Total Cost of Ownership Tracking Visibility into cumulative system and maintenance cost. |
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Energy Efficiency Metrics Tracks power use and cost efficiency over time. |
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Automated Power Management Automatically powers down unused resources. |
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Usage-Based Billing Support Ability to apportion costs to business units/projects. |
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Resource Allocation Quotas Set limits to avoid uncontrolled use of hardware. |
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Detailed Usage Reporting Track resource and power consumption per job/user. |
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License Management Tools Manages software/hardware license allocations. |
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Predictive Maintenance Scheduling Minimizes downtime/cost by scheduling ahead. |
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Financial API Integration Connects with accounting/ERP systems. |
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Cloud Bursting Support Dynamically shift workloads to cloud during spikes. |
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