G2 Vendor Directory

fi360 Toolkit vs. FactSet Workstation

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

Metricfi360 Toolkit

by Broadridge Financial Solutions

FactSet Workstation

by FactSet Research Systems

Overall rating4.04.2
Review count1172
Ease of use8.48.3
Ease of setup8.68.1
Quality of support8.98.5
Meets requirements8.48.9
NPS27.27272745.833333
Small Business72.7%45.8%
Mid-Market9.1%26.4%
Enterprise18.2%27.8%
Total page views1201,086
Total LLM citations19718,328

fi360 Toolkit

The fi360 Toolkit simplifies your processes to meet industry best practices and fiduciary principles. It delivers reports that clients will use and understand. Back office features allow for firm-wide views of investments.

Pros

  • Investment Management
  • Data Analysis

FactSet Workstation

The FactSet Workstation is a dynamic platform designed to empower financial professionals with seamless data access, advanced analytics, and intuitive technology. Integrating over 800 data sources across asset classes and markets, it consolidates crucial insights and elevates decision-making. Equipped with AI-powered tools, including smart search and chat features, the workstation simplifies complex workflows, enabling users to uncover insights quickly and improve collaboration.

Pros

  • User Experience
  • Ease of Use
  • Customization
  • Features
  • Insights Delivery
  • Tools