G2 Vendor Directory

FactSet Portfolio Analytics vs. Spreadsheet Server by insightsoftware

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

MetricFactSet Portfolio Analytics

by FactSet Research Systems

Spreadsheet Server by insightsoftware

by insightsoftware

Overall rating4.54.4
Review count1081
Ease of use8.18.8
Ease of setup8.28.1
Quality of support9.19.1
Meets requirements9.39.0
NPS6058.227848
Small Business30.0%13.8%
Mid-Market50.0%58.8%
Enterprise20.0%27.5%
Total page views113328
Total LLM citations4,2141,340

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

    Spreadsheet Server by insightsoftware

    Spreadsheet Server is a centralized reporting and automation solution that connects to an ERP database to pull live information into the native spreadsheet environment. Using a pre-configured add-in for Microsoft Excel and compatible for integration with a myriad of popular ERP systems, Spreadsheet Server eliminates any re-keying or repeated downloading of business data. Users are empowered to not only create reports in a familiar workspace, they can also drill-down substantially into live ERP details without specialist IT knowledge.

    Pros

    • Reporting Quality
    • Financial Reporting
    • Ease of Use
    • Report Creation
    • Financial Management
    • Features