
FactSet Portfolio Analytics
Reviews
Star rating
Rank in Financial Analytics
Pros and cons
Pros
Cons
Traffic & LLM citations
Source: G2 review data
Key stats
Adoption by company size
| Segment | Share of reviews |
|---|---|
| Small Business | 30.0% |
| Mid-Market | 50.0% |
| Enterprise | 20.0% |
Quarterly history
| Quarter | Reviews | Star rating |
|---|
Satisfaction ratings
What reviewers say
Best for portfolio review
“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.”
Very useful for PM's and Investor Relations alike.
“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”
FactSet is unreal
“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.”