
FactSet
Financial data, analytics and workflow software for investment professionals across the portfolio lifecycle
- Modeling & Simulation
- 24/7 (Live Rep)
- Online
- Documentation
- +15 more
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.
What FactSet offers
- 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
- Modeling & Simulation
- 24/7 (Live Rep)
- Online
- Documentation
- Webinars
- Live Online
- In Person
- Web-Based, Cloud, SaaS
- For Investors & Traders
- Bonds / Stocks
- Risk Management
- Portfolio Rebalancing
- For Investment Advisors
- Client Portal
- Compliance Reporting
- Accounting Management
- Data Import/Export
- Performance Metrics
- Benchmarking
Rankings
- Investment management software › For investment advisors#4
- Investment management software › Risk management#4
- Investment management software › Web based cloud saas#4
- Investment management software › Data importexport#5
- Investment management software › Performance metrics#5
- Investment management software › Benchmarking#5
- Investment management software › Bonds stocks#5
As of 2026-10-05. Organic ranks only; sponsored placements are never ranks.
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