FactSet Logo
FactSet
An institutional-grade analytics platform that delivers customizable investment insights, risk metrics, and reporting to help investment teams make informed allocation and trading decisions.

A centralized analytics solution for investment professionals that consolidates holdings, performance, and risk data to produce clear, actionable views across portfolios and strategies.

Features include performance measurement and attribution, factor and risk analysis, scenario and stress testing, multi-asset support, and holdings-level breakdowns, all delivered through configurable dashboards and exportable reports.

The platform integrates with FactSet’s market data and APIs and can be embedded into existing workflows or reporting pipelines, targeting asset managers, wealth managers, and institutional investors who need scalable, customizable analytics and governance capabilities.

You can learn more about pricing for FactSet at its pricing page.

FactSet can be categorized under Analytics tools.

Most analytics tools function in the same way – you add a script, and the app automatically starts collecting information. This information can be accessed using custom reports.

Not all similar tools offer the same features. Most include a free plan or trial, so you should be able to give them a try. You can browse some of the alternatives to FactSet listed in the directory.

Some tools might also offer discounts or offers, especially for newer members. Most of these offers traditionally come as part of affiliate programs or promotions, but often you can reach out to companies and check whether they can give you special pricing.

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