# FactSet Software Pricing, Alternatives & More 2026 | Capterra

> With the help of Capterra, learn about FactSet Software - reviews, pricing plans, popular comparisons to other Investment Management products and more.

Source: https://www.capterra.com/p/176269/FactSet/pricing

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# 

 FactSet Software Review 2026: Features, Integrations, Pros & Cons

Last updated on March 13, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Support](#support)[Reviews](#reviews)

FactSet

## What is FactSet?

FactSet delivers superior content, analytics, and flexible technology to help more than 122,000 users see and seize opportunity sooner. We give investment professionals the edge to outperform with informed insights, workflow solutions across the portfolio lifecycle, and industry-leading support from dedicated specialists. We're proud to have been recognized with multiple awards for our analytical and data-driven solutions and repeatedly ranked as one of Fortune's 100 Best Companies to Work For.

## What is FactSet used for?

[Investment Management](https://www.capterra.com/investment-management-software/)[Financial Management](https://www.capterra.com/financial-management-software/)[Financial Services](https://www.capterra.com/financial-services-software/)

Top alternative

Featured

Overall rating

Based on 9 user reviews

Reviews sentiment

Positive

\-

Neutral

\-

Negative

\-

Contact vendor  
for pricing

Free trial  
available

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## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### FactSet

4.9 (9)

VS.

[4.5 (4,506)](https://www.capterra.com/p/142390/FreshBooks/reviews/)

Starting Price

Contact vendor

Starting Price

$21

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.2 (9)

Ease Of Use

4.5 (7,619)

Value For Money

4.3 (7)

Value For Money

4.3 (6,535)

Customer Service

4.6 (8)

Customer Service

4.4 (6,240)

## FactSet alternatives

[4.4 (3,269)](https://www.capterra.com/p/120109/Xero/reviews/)

Starting price

$25.00

Per User, Per Month

[4.2 (1,991)](https://www.capterra.com/p/135757/NetSuite/reviews/)

Starting price

Contact vendor for pricing

[4.3 (606)](https://www.capterra.com/p/76/Intacct/reviews/)

Starting price

Contact vendor for pricing

[QuickBooks Online](https://www.capterra.com/p/190778/QuickBooks-Online/)

[4.3 (8,385)](https://www.capterra.com/p/190778/QuickBooks-Online/reviews/)

Starting price

$38.00

Per User, Per Month

[Learn More](https://www.capterra.com/p/190778/QuickBooks-Online/)

[View all alternatives](https://www.capterra.com/p/176269/FactSet/alternatives/)

## Features

Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically.

Data Import/Export

5.0 (2)

100.00% of 2 reviewers that rated this feature as important or highly important

Import and export data to and from software applications

Modeling & Simulation

4.5 (2)

100.00% of 2 reviewers that rated this feature as important or highly important

Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making

Data Visualization

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Graphical representation of data

Financial Analysis

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Investment Research

4.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Studying and analyzing the performance of financial assets like stocks, mutual funds & bonds to create a list of well-performing assets

Investments Tracking

5.0 (1)

100.00% of 1 reviewers that rated this feature as important or highly important

Monitor capital allocation and asset prices over time

FactSet 24 features

Built-in accounting to manage ledger, accounts payable/receivable, financial reports, etc.

Application programming interface that allows for integration with other systems/databases

Compare key metrics for the business against prominent players in the industry

Purchase and track both bonds and stocks in the portfolio

Private online space that lets businesses securely share documents and provide information access to clients

Track and report regulatory data to either internal management or external stakeholders

Import and export data to and from software applications

Graphical representation of data

Evaluate units, projects, budgets, and other finance-related data to gauge their performance and potential risk

Used by financial advisors and money managers

Used by retail investors and active traders/day traders

Use AI to generate content in the form of text, images, videos, etc.

Manage and handle financial assets as well as other investments.

Studying and analyzing the performance of financial assets like stocks, mutual funds & bonds to create a list of well-performing assets

Monitor capital allocation and asset prices over time

Using physical, mathematical, or logical models as a basis for simulations to generate data for managerial or technical decision-making

Manage and track customer orders for goods, investments, or any other purchases

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Overview of all programs that help compare initiatives, align projects with strategic goals and identify risk

Reallocation of assets to reflect changing investment goals or market conditions

Receive data and information in real time

Active monitoring of systems, applications, or networks

Active reporting of data and metrics

Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties

Get Advice

We can help you find the software with the features you need.

Features

4.7 (9)

4.7

Based on 9 reviews

## Pricing

Value for money

4.3 (7)

### Starting price

Contact vendor  
for pricing

Free trial  
available

Value for money

4.3 (7)

4.3

Based on 7 reviews

Connect with a Capterra advisor for a free 15-minute consultation

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## Support, customer service and training options

Customer Service

4.6 (8)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.6 (8)

4.6

Based on 8 reviews

## User reviews

Overall rating

4.9

Based on 9 reviews

Filter by rating

5(8)

4(1)

3(0)

2(0)

1(0)

Mentioned topic

Sorted by most recent

AU

Anonymous User

VP product

Capital Markets

### "Great platform for investment managers"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

7/10

August 20, 2025

Overall very good, user experience is good and database is very broad. I do find the financial statement data such as cash flow, capex can sometimes be incorrect for international companies

Pros

The depth of financial data available on FactSet. We use FactSet for broad range of tasks such as equity research, portfolio statistics and industry research

Cons

I think the price is bit high, compared to LSEG Eikon. Another improvement can be the ability to use AI.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

BR

Brian R.

Senior Corporate Development Associate

Oil & Energy

### "Best Market Intel Platform for Most"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

December 30, 2024

I use FactSet daily and have found it to be the most user friendly platforms of those I have tried: mainly Bloomberg & CapIQ. While the dataset may not be as robust as Bloomberg, the data you get with the basic subscription should be adequate for most users. While CapIQ has essentially the same data for slightly cheaper it is worth noting the user interface saves a lot of time finding the specific data you need. I think the modest incremental cost is outweighed by the respective time savings.

Pros

The user interface is clean and easy to navigate. Super quick to find what I need. Excel plug in is helpful as well especially with the template library.

Cons

Base pricing gets you pretty generic market data. If you need industry specific data and/or research that is extra. All the extras can quickly add up.

Switched from

[S&P Capital IQ Pro](https://www.capterra.com/p/210149/S-P-CAPITAL-IQ-PLATFORM/)

CapIQ, while slightly cheaper, is clunky and difficult to navigate. While it is still easier than Bloomberg, FactSet's interface blows CapIQ out of the water.

Alternatives considered

[Bloomberg Terminal](https://www.capterra.com/p/230048/Bloomberg-Terminal/)

Reasons for choosing FactSet

While Bloomberg has a lot more market data (a single pricing model as opposed to sum of the parts), it became cost prohibitive for our needs. Also worth noting the interface is really old and requires training just to navigate. Not intuitive at all.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

EC

Edward C.

Associate

Financial Services

### "FactSet Review"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

4.0

4.0

Customer Service

3.0

3.0

Likelihood to Recommend

9/10

August 11, 2023

Pros

Very intuitive, straightforward terminal user interface; very sleek

Cons

Excel pulls are sometimes difficult to write, especially vs. CapIQ or Bloomberg Terminal

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AP

Aruna P.

Analyst - Transformation Finance

Financial Services

### "Best tool for Financial Research"

4.0

Overall Rating

4.0

4.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 26, 2022

Overall factset is a very good tool for financial research and modelling. Though the loading speed and sometime in-correct number is of concern as referring to the data extracted from Factset and company's balance sheet always is not possible.

Pros

Factset is a comprehensive financial research platform with an intuitive user interface and excellent customer support. I begin with the research about company name and it gives the entire dashboard quickly at once where you see the financial records and can do the comparative analysis. I must say that the customer service of Factset is very prompt.

Cons

The entire tool take a bit of time to load and requires high speed internet connection (at least 50MBPS and above) to open. Though sometime the numbers are incorrect when the same is compared to the balance sheet of the company which in turn is rectified by the factset team when raised a ticket.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

BR

Brian R.

President

Financial Services

### "Excellent product"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

July 15, 2021

Overall excellent product, highly geared towards equity analysis

Pros

Equity analysis is top notch, able to clearly run historical fundamental analysis for global companies

Cons

Portfolio management features not as a robust as Bloomberg (i.e. back testing, risk etc.), are not a proactive in offering free trials

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AU

Anonymous User

Owner

Consumer Goods

### "Great to track personalized portfolios and calculations"

5.0

Overall Rating

5.0

5.0

Ease of Use

4.0

4.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

May 21, 2019

Pros

I like how you can make your own personal portfolios based on whatever metrics you want. I also like the ability to see the overview of companies and get a great understanding of what they do and their financials. Being able to compare industry specific research about certain companies is a great feature as well.

Cons

It is very difficult to use and understand how to complete desired calculations. It can be time consuming manually building out calculations that you want to be visible because they are not available or you just don't know where to locate them.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AU

Anonymous User

Corporate Development

Hospital & Health Care

### "Great for Public Data and Charting Features"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

9/10

February 7, 2019

Overall I've had a very positive experience with FactSet for its core functionality.

Pros

FactSet has expansive data on public companies and other publicly available information. The charting tools and excel plugins are very functional and easy to use.

Cons

The amount of information on private companies is fairly limited when compared to some of its competitors.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AU

Anonymous User

Coordinator, Membership Data and Industry Research

Non-Profit Organization Management

### "Lots of features and information, but can be overwhelming"

5.0

Overall Rating

5.0

5.0

Ease of Use

2.0

2.0

Features

5.0

5.0

Customer Service

0.0

0.0

Likelihood to Recommend

8/10

December 5, 2018

Finding firmographic information about public companies for recruitment and retention purposes.

Pros

Contains a plethora of organizational information about the financials tied to publicly traded companies - revenue, employee count, primary contacts, funding rounds, stock trends, corporate hierarchy. Tons of information at your disposal - way more than you could ever use.

Cons

There's SO much information that it's hard to navigate for new users.

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

AU

Anonymous User

Global Account Executive

Computer Software

### "Why pay for bloomberg?"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

August 9, 2018

Excellent product, a force to be reckoned with.

Pros

I like that Factset allows me to purchase exactly what I want, no more, no less. No overpriced single SKU

Cons

It's not financial services industry standard yet. The more players onboard, the better it will become. I heard ML just started using it which is a big deal

Review source

Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication.

[View all Reviews](https://www.capterra.com/p/176269/FactSet/reviews/)

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