FactSet Financial Data Platform for Investment Analysis and Market Research

FactSet is sold as an enterprise subscription, and new clients receive onboarding support to configure data feeds and tools. Once set up, users work in a centralized platform that aggregates financial data, news and analytics from multiple sources. Coverage spans equity, fixed income and derivatives, along with company fundamentals, estimates, economic data and alternative data. Market data is real-time or delayed depending on subscription and asset class.

On top of that data, users create custom reports, dashboards and financial models tailored to their investment strategies. Analytics tools cover valuation, risk analysis, scenario modeling and performance attribution, and monitoring tools track portfolio holdings, exposures and risk metrics. Multi-asset class analysis is supported with extensive global coverage. Portfolio managers can analyze holdings, monitor risk and optimize asset allocation with real-time data. APIs and data feeds integrate it with internal systems and third-party applications and automate data workflows. It primarily targets institutional investors and financial professionals such as investment analysts, portfolio managers and risk management professionals, with dedicated customer support and training. Pricing is tailored and can be expensive for smaller firms, and the page notes it may not be cost-effective for small businesses.