Market data terminals & research · FactSet Research Systems Inc.
FactSet
Integrated financial data, analytics and portfolio platform for buy-side, sell-side and wealth management teams.
FactSet is a financial data and analytics platform aimed at portfolio managers, research analysts, investment bankers and wealth advisors. It combines fundamentals, estimates, ownership and pricing data with portfolio analytics, screening, company and industry research, and workflow tools that plug into Excel and Office through its add-in. Unlike Bloomberg's function-code terminal, FactSet leans on a workstation and API model with strong Excel and Python integration, and is often chosen for its data normalization and portfolio-analytics depth. It is delivered as a hosted enterprise service accessed via desktop client, web and API, sold under multi-year contracts rather than self-serve subscriptions.
At a glance
| Vendor | FactSet Research Systems Inc. |
|---|---|
| Pricing model | Quote only |
| Free tier | No |
| Deployment | Cloud |
| Open source | No |
| Best for | Buy-side research teams and IB analysts who want deep Excel/API workflows alongside cross-asset data. |
Pricing
Sold per seat/workstation under a negotiated enterprise contract; no public price list.
Pricing has not been verified yet — see the vendor's site.
Features
- Fundamentals, estimates and ownership data across global companies
- Portfolio analytics and attribution
- Screening and company/industry research workflows
- Excel and Office add-in for live data
- FactSet Python/REST APIs for programmatic access
- M&A, private equity and deal data (via FactSet BQuant/Revere)
- Fixed income and multi-asset analytics
Integrations
Profile last reviewed September 21, 2026