G2 Vendor Directory

FactSet Portfolio Analytics

by FactSet Research Systems

10

Reviews

4.5

Star rating

#11

Rank in Financial Analytics

Pros and cons

Pros

    Cons

      Traffic & LLM citations

      Monthly G2.com page views and citations by AI answer engines for FactSet Portfolio Analytics.

      Page views and citations · FactSet Portfolio Analytics

      Source: G2 review data

      Losing to

      Based on reviewers of other products who said they switched from FactSet Portfolio Analytics.

      Key stats

      —

      60

      Mid-Market

      3

      Adoption by company size

      SegmentShare of reviews
      Small Business30.0%
      Mid-Market50.0%
      Enterprise20.0%

      Quarterly history

      QuarterReviewsStar rating

      Satisfaction ratings

      Ease of Use8.1
      Ease of Setup8.2
      Quality of Support9.1
      Meets Requirements9.3

      What reviewers say

      Best for portfolio review

      5.0

      “FactSet is amazing because it has all the information on one platform. I use it frequently to see new news regarding my portfolio. FactSet is great if you do not have bloomberg terminal as it provides news, in real time.”

      administrative assistant

      Very useful for PM's and Investor Relations alike.

      4.0

      “Very useful for portfolio managers, easy to customize and gives concise information for them to use in investment and risk meetings. The information and way it is displayed also allows all types of investors and the board access to very good information that allows them to make i”

      PM

      FactSet is unreal

      5.0

      “FactSet is an all in 1 solution that allows me to analyze, manage, and test my portfolio in ways I didn't know were possible.”

      Investment Managerment