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Investment Management Software

FactSet

Financial data, analytics and workflow software for investment professionals across the portfolio lifecycle

By FactSet Research Systems

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About FactSet

FactSet supplies financial content, analytics and technology to investment professionals. Its stated user base is more than 122,000 people.

The company describes its tools as covering the whole portfolio lifecycle, backed by dedicated support specialists.

Features

  • Financial content: data that investors draw on when researching opportunities.
  • Analytics: tools for turning data into insight for investment decisions.
  • Workflow technology: flexible software supporting each stage of the portfolio lifecycle.
  • Specialist support: named experts who assist users with the products.

Who it works with

Investment professionals, including those who manage portfolios and research markets.

Key facts

  • Users: more than 122,000
  • Recognition: the firm cites several awards for its analytical and data products, and a repeated place on a Fortune list of workplaces

Profile written by TrustList from the business's own published information, Oct 2026.

Categories & features

Rankings

As of 2026-10-26. Organic ranks only; sponsored placements are never ranks.

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