G2 Vendor Directory

FactSet Portfolio Analytics vs. Koyfin

A side-by-side comparison based on G2 review data.

MetricFactSet Portfolio Analytics

by FactSet Research Systems

Koyfin

by Koyfin

Overall rating4.54.8
Review count10134
Ease of use8.19.2
Ease of setup8.29.4
Quality of support9.19.3
Meets requirements9.39.0
NPS6090.298507
Small Business30.0%85.7%
Mid-Market50.0%9.5%
Enterprise20.0%4.8%
Total page views1131,749
Total LLM citations4,21465,239

FactSet Portfolio Analytics

FactSet's integrated multi-asset class portfolio analytics and official performance solutions let you spend more time finding answers and less time managing data. With sophisticated next generation portfolio analytics, performance, and attribution, you get an unparalleled combination of portfolio equity and fixed income analytics, data concordance management, workflow capabilities, and data distribution for internal and external clients.

Pros

    Koyfin

    Koyfin is a modern and cost-effective financial analytics platform used by over 50,000 financial advisors and wealth managers. It provides tools to create model portfolios, analyze client portfolios, create client proposals, and research stocks, ETFs, mutual funds, and macroeconomic data. Koyfin provides extensive financial data, customization options, and efficient workflows. Key Features: ▪️ Portfolio Tracking and Analysis: Monitor and analyze model portfolios and client portfolios with advanced metrics and visualizations.

    Pros

    • Ease of Use
    • User Interface
    • Features
    • Ease of Access
    • Customization
    • Setup Ease