# FactSet Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is FactSet the right Investment Management solution for you? Explore 9 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/176269/FactSet/reviews --- FactSet 4.9 (9) [View alternatives](https://www.capterra.com/p/176269/FactSet/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of FactSet Ease of use 4.2 Customer Service 4.6 ## Showing most helpful reviews Showing 1-9 of 9 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use VR Verified Reviewer VP product Capital Markets Used the software for: 1-2 years ### "Great platform for investment managers" August 20, 2025 5.0 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 BR Brian R. Senior Corporate Development Associate Oil & Energy Used the software for: 2+ years ### "Best Market Intel Platform for Most" December 30, 2024 5.0 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. Alternatives considered [Bloomberg Terminal](https://www.capterra.com/p/230048/Bloomberg-Terminal/) Reason 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. 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. Review Source AP Aruna P. Analyst - Transformation Finance Financial Services Used the software for: 2+ years ### "Best tool for Financial Research" August 26, 2022 4.0 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 VR Verified Reviewer Owner Consumer Goods Used the software for: 1-2 years ### "Great to track personalized portfolios and calculations" May 21, 2019 5.0 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 VR Verified Reviewer Global Account Executive Computer Software Used the software for: 6-12 months ### "Why pay for bloomberg?" August 9, 2018 5.0 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 VR Verified Reviewer Coordinator, Membership Data and Industry Research Non-Profit Organization Management Used the software for: 6-12 months ### "Lots of features and information, but can be overwhelming" December 5, 2018 5.0 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 VR Verified Reviewer Corporate Development Hospital & Health Care Used the software for: 6-12 months ### "Great for Public Data and Charting Features" February 7, 2019 5.0 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 EC Edward C. Associate Financial Services Used the software for: 2+ years ### "FactSet Review" August 11, 2023 5.0 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 BR Brian R. President Financial Services Used the software for: 6-12 months ### "Excellent product" July 15, 2021 5.0 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 Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.