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FactSet Workstation from FactSet
Offers powerful tools for data analysis, investment research, and portfolio management. Provides access to deep financial data and market insights coupled with customizable workflows.
Product analysis by function
Competitive Intelligence Platforms for Product Development & Management
Research and analytics tools that monitor competitor products, flows, performance, and marketing strategies to identify opportunities and threats in the marketplace.
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Data Coverage & Sources
(8 Yes /8 Known /12 Possible features)
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Product Universe Coverage Range of competitor products (e.g., mutual funds, ETFs, alternatives) included in the platform. |
No information available | |
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Data Source Integration Ability to aggregate and harmonize data from multiple external and internal sources. |
FactSet Workstation aggregates and harmonizes data from dozens of internal and external sources, including exchanges, third-party providers, company filings, and direct client input. | |
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Market Breadth Number of geographies or markets monitored by the platform. |
No information available | |
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Historical Data Depth Length of historical data available for analysis. |
No information available | |
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Frequency of Updates How often new data is ingested and made available for analysis. |
No information available | |
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Real-Time Data Support Whether the platform provides real-time or near real-time data capabilities. |
FactSet supports streaming and near real-time data feeds for market data and news. | |
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Coverage of Private Products Inclusion of non-public or private fund data where available. |
FactSet incorporates data on private equity and private funds, reported in product datasheets. | |
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ESG Data Inclusion Whether Environmental, Social, and Governance data is included for competitive analysis. |
FactSet provides ESG analytics and data integration across investment products, supporting competitive analysis. | |
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Alternative Data Integration Ability to include non-traditional data sources (web scraping, social sentiment, etc.) in intelligence. |
FactSet incorporates alternative data sources, including web scraping, web sentiment, geolocation, and more. | |
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News Feed Aggregation Integration of news and press releases relevant to competitor activity and market trends. |
News and press release aggregation is a core FactSet Workstation feature. | |
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Definable Peer Groups Customization of peer groups for focused comparison. |
FactSet enables creation and customization of peer groups for comparative analytics. | |
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Regulatory Data Coverage Inclusion of regulatory filings and updates in the competitor landscape. |
Regulatory data, filings, and updates (SEC, FCA, SEDAR, etc.) are integrated into FactSet’s competitor landscapes. |
Analytics & Benchmarking
(11 Yes /11 Known /12 Possible features)
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Custom Benchmarking Create user-defined benchmarks for product comparison. |
FactSet supports creation of custom benchmarks via user-defined rules and metrics. | |
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Attribution Analysis Provides detailed attribution of performance and flows for competitor funds. |
Detailed attribution analysis modules are standard for FactSet performance analytics. | |
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Peer Ranking Ability to rank competitor products by various metrics such as AUM, performance, fees, and flows. |
Peer ranking is available for funds by AUM, flows, fees, and other attributes. | |
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Performance Metrics Variety Range of performance metrics available (e.g., alpha, beta, Sharpe ratio, drawdown). |
No information available | |
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Granular Timeframes Supports analysis over customizable and rolling time periods. |
Analysis can be conducted over custom, rolling, and standard periods. | |
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Style & Factor Analysis Analysis of investment style, factor exposures, or risk premia among competitors. |
Style & factor analysis (quant, risk, and style factor exposures) is available within competitive analytics. | |
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Scenario/Stress Testing Ability to test performance and flows under hypothetical market conditions. |
FactSet allows scenario and stress testing as part of its analytics suite. | |
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Fee Structure Comparison Granular comparison of competitor fee structures and expense ratios. |
Fee and expense ratio comparison reports can be generated for peer funds. | |
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Product Launch & Closure Tracking Tracks launches and closures of competitor products. |
Product launch and closure tracking is supported via dynamic dataset updates. | |
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Fund Attribute Drill-down Ability to drill into characteristics, holdings, and exposures of competitor funds. |
Users can drill into fund attributes, holdings, and exposures for competitor funds. | |
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Flow Decomposition Breakdown of net flows by channel, client segment or region. |
FactSet provides fund flow decomposition by channel, client segment, and geography. | |
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Portfolio Overlap Analysis Identifies portfolio similarities and overlaps with competitor products. |
Portfolio overlap tools highlight similar holdings between funds. |
Market Intelligence & Alerts
(10 Yes /10 Known /10 Possible features)
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Real-Time Alerts Immediate notification of significant competitor activity or market changes. |
Users can set up configurable, real-time alerts on key competitor or market metrics. | |
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Customizable Alert Criteria Users can define thresholds or triggers for alerts (e.g., flow spikes, performance drops). |
User-defined alert criteria are supported for notifications. | |
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Event Detection Automatic detection of notable competitor or market events (launches, closures, rebrandings). |
Event detection for launches, closures, and other notable fund events is advertised for competitive intelligence. | |
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Competitive Position Change Tracking Monitors and alerts on changes in relative competitive positioning. |
FactSet has modules for competitive position change monitoring. | |
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Marketing Campaign Detection Identifies and tracks active marketing campaigns by competitors. |
Marketing campaign detection based on news and digital data feeds is available. | |
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Brand Sentiment Monitoring Captures changes in sentiment towards competitors from news and media. |
Brand sentiment monitoring is done via natural language processing on news/social data. | |
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Regulatory Event Alerts Alerts to competitor-related regulatory filings, launches, or actions. |
Regulatory alerts are generated for competitor-related events. | |
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Custom Alert Channels Supports delivery of alerts via multiple channels (email, SMS, Slack, etc.). |
Alerts can be delivered via email, desktop notification, API, and possibly via chat integrations. | |
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User-specific Alert Preferences Different users or teams can have their own alert definitions. |
User/team-specific alert preferences are supported in alerting configuration. | |
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Integration with Workflow Tools Ability to connect alerts with task or workflow management platforms. |
FactSet offers integrations to workflow/task tools via connectors and APIs. |
Marketing Activity & Digital Intelligence
(9 Yes /9 Known /10 Possible features)
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Website & SEO Monitoring Tracks updates to competitor websites, SEO strategies, and keywords. |
FactSet provides optional modules for website and SEO change monitoring for competitors as part of digital intelligence add-ons. | |
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Social Media Scraping Monitors competitor activity and engagement on social media. |
Social media scraping and sentiment monitoring modules are available. | |
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Campaign Spend Estimation Estimates digital advertising spend by competitors. |
Estimates of competitors' digital advertising spend are included in digital marketing insights modules. | |
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Content Analysis Analyzes the type, frequency, and engagement of published content. |
Analyses of content types, frequency, and engagement across competitor sites and social media are supported. | |
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Email Marketing Intelligence Monitors frequency and themes of competitor email marketing campaigns. |
Email marketing analysis and intelligence are available for select markets/products. | |
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Paid Media Monitoring Tracks display, search, and social ad placements by competitors. |
Paid media monitoring of display, search and social is included under digital marketing solutions. | |
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Landing Page Analysis Reviews and catalogues competitor marketing landing pages. |
Landing page review and cataloging for marketing is available through digital intelligence modules. | |
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Marketing Message Tracking Logs changes in competitor messaging and positioning. |
Marketing message evolution and tracking is possible—FactSet allows users to log and compare historical changes. | |
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Engagement Metrics Capture Captures audience engagement data across digital touchpoints. |
Engagement metrics (open rate, click-through, social shares) are captured for digital activities. | |
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Competitor Share of Voice Estimates brand visibility versus competitors across digital channels. |
No information available |
User Experience & Interface
(7 Yes /7 Known /10 Possible features)
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Custom Dashboards Users can build their own dashboards with selected KPIs and charts. |
FactSet allows users to build and save custom dashboards; robust dashboarding tools are standard. | |
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Report Builder Drag-and-drop or WYSIWYG reporting for tailor-made outputs. |
Drag-and-drop report builders and custom templates are supported. | |
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Mobile Compatibility Usable on mobile devices and tablets. |
FactSet Workstation apps are available for iOS and Android; mobile compatibility for core features. | |
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Language Localization Supports multiple interface languages. |
No information available | |
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Data Visualization Options Number of different chart or visualization types supported. |
No information available | |
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Personalized Views Users can save and share their own workspace setups. |
Personalized and savable workspace setups are supported. | |
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Accessibility Features Support for users with different accessibility needs. |
Accessibility options are available for users with different needs. | |
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Contextual Drill-down Can move from summary to underlying data in one click. |
Drilldown from summary report to underlying data is a core navigation feature. | |
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Speed of Interface Average time to load primary dashboard views. |
No information available | |
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User Documentation & Help Comprehensive reference guides and ‘how-to’ resources. |
Comprehensive product documentation and help resources are available. |
Collaboration & Sharing
(10 Yes /10 Known /10 Possible features)
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In-Platform Comments Users can leave comments, tag colleagues, or flag data for review. |
Commenting, tagging, and collaborative features are included for teams. | |
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Sharing of Reports Allows download or sharing of interactive or static reports. |
Reports can be shared and downloaded as static and interactive files. | |
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Export Capabilities Can export data into various formats (CSV, Excel, PDF). |
Data export supported for CSV, Excel, PDF, and other formats. | |
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API for Data Sharing Ability to send data out of the platform via an API. |
API available for sending data out of FactSet to external systems. | |
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Integration with MS Teams/Slack Allows notifications and data snippets in chat/workflow tools. |
Integration with Microsoft Teams and Slack notifications is available. | |
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Version History on Reports Maintains change logs on collaborative documents. |
Version history tracking is supported for collaborative documents. | |
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Permission-Based Sharing Set access level for internal/external recipients. |
Access permissions for sharing reports/content are configurable by user/role. | |
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Scheduled Report Distribution Automated scheduling and delivery of recurring reports. |
Automated scheduled report distribution is supported. | |
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Track Recipient Engagement See who opened or engaged with shared insights. |
Recipient engagement (opens, downloads) can be tracked in some collaboration modules. | |
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Collaborative Workspace Supports project management and group collaboration within the platform. |
Collaborative workspace tools are available for project management. |
Technical Architecture & Integration
(7 Yes /8 Known /11 Possible features)
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API Connectivity Provides RESTful or other APIs for programmatic access. |
RESTful APIs and other connectivity options provided for programmatic access. | |
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Data Ingestion Capacity Volume of external data the platform can ingest per day. |
No information available | |
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Cloud Deployment Available as SaaS or cloud-native deployment. |
FactSet is a SaaS/cloud platform; cloud-native and web-based delivery. | |
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On-Premise Deployment Option Supports behind-firewall or on-premise deployment. |
Not as far as we are aware.* On-premise deployments are not standard for FactSet Workstation; SaaS delivery is default. | |
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Single Sign-On (SSO) Integrates with enterprise authentication services. |
Single Sign-On (SSO) support for enterprise clients is documented. | |
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Batch Processing Support Allows scheduled overnight or periodic jobs. |
Batch and scheduled processing is available for overnight loads and periodic data refreshes. | |
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Plug-in Framework Allows in-house or third-party plug-ins and extensions. |
Marketplace and plug-in framework for select extensions are available for FactSet. | |
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Data Encryption Ensures all data in transit and at rest is encrypted. |
FactSet advertises data encryption in transit and at rest. | |
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Latency for API Data Retrieval Average time to return data from API calls. |
No information available | |
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Sandbox/Test Environment Supports testing and experimentation on non-production data. |
Sandbox/test environments are available to partners and developers. | |
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Scalability How well the platform scales with increasing users and data. |
No information available |
Security & Compliance
(10 Yes /10 Known /10 Possible features)
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User Authentication Controls Multi-factor authentication and granular access policies. |
Multi-factor authentication and role-based access is available. | |
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Audit Logging Tracks every action or change for forensics and compliance. |
Full audit logging of actions and changes for compliance. | |
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GDPR/Data Privacy Compliance Supports European and other data privacy/sovereignty regimes. |
GDPR and similar data privacy regulations are supported and covered in compliance material. | |
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Encryption Standards Level and standard of cryptographic protection (e.g., AES-256). |
Industry standard encryption (AES-256, TLS 1.2+, etc.) is implemented according to security documentation. | |
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User Role Management Flexible assignment of user rights and access by role. |
User roles and permissions can be customized by admin. | |
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Data Residency Options Ability to select or guarantee geographic location of data storage. |
Data residency (regional hosting) options available for select enterprise/regulatory needs. | |
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Secure API Access APIs require secure keys and/or OAuth for all operations. |
API keys and OAuth access are mandatory for API operations. | |
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Vulnerability Management Regular scanning for security vulnerabilities and pen testing. |
Regular vulnerability scanning and penetration testing are described in security materials. | |
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Third-party Security Certification Possession of certifications like SOC2, ISO 27001. |
FactSet has SOC2, ISO 27001, and other security certifications, per documentation. | |
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Data Retention Policies Customizable duration for retention and deletion of client data. |
Data retention and deletion policies are configurable by client, supported by SLAs. |
Customization & Extensibility
(10 Yes /10 Known /10 Possible features)
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White Labelling Ability to rebrand the platform with client colors, logos, and identity. |
White labelling is available for select modules/solutions based on client. | |
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Custom Field Definitions Ability to define and use custom data fields/attributes. |
Custom fields and attributes can be defined by users/admins. | |
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User-defined Calculations Users can add their own formulae, ratios, or derived metrics. |
Custom calculations, formulae, metrics can be entered by users. | |
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Configurable Workflows Support for client-specific workflow automation. |
Configurable workflow automations are supported in administrative modules. | |
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Marketplace for Extensions Ability to choose from a store of add-ons and integrations. |
FactSet Marketplace allows third-party add-ons and integrations. | |
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Customizable Alerts and Reports Advanced tailoring of output, schedule, and recipients. |
Advanced alert and report customization is possible. | |
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Plug-in API API for developing custom plug-ins or modules. |
APIs available for developing custom plug-ins; see FactSet Developer Portal. | |
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Flexible Data Models Ability to extend or schema-customize the underlying data model. |
Data models are extendable with client-specific schemas for advanced users. | |
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Brandable Client Portal Create personalized portals for clients or internal teams. |
Brandable client portals for reporting to clients/internal teams are offered. | |
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Access to Underlying Code (Open API) Documentation and developer support for integrating at code level. |
Developer access to documentation and open API available for enterprise clients. |
Support & Training
(9 Yes /9 Known /10 Possible features)
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Live Customer Support Access to chat, phone, or email support in real-time. |
Live chat, phone, and email support offered 24x7 in most regions. | |
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Dedicated Account Manager Assigned point of contact for support and troubleshooting. |
Dedicated account manager for enterprise and premium accounts. | |
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Implementation Services Guided onboarding and setup assistance. |
Implementation/onboarding services provided for new clients. | |
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Comprehensive Knowledge Base Online portal with FAQs, manuals, and troubleshooting guides. |
Comprehensive online support portal and knowledge base is maintained. | |
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Training Workshops Classroom, virtual, or recorded training sessions. |
Live and recorded training workshops offered for clients. | |
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In-Platform Tutorials Interactive walk-throughs and training built into the app. |
In-platform tutorials, wizards, and guides provided in application. | |
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Regular Feature Updates Platform provides new features and enhancements on a fixed cadence. |
Platform improvements and new feature releases occur quarterly or more frequently per release notes. | |
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Community Forum Users can interact and share solutions and workflows. |
User community forums available for engagement and knowledge sharing. | |
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User Feedback Mechanism A way to submit feature requests or improvements directly to the product team. |
Feedback channels allow feature requests, feedback, and improvement suggestions. | |
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Multi-language Support Support team can provide help in multiple languages. |
No information available |
Pricing & Commercial Model
(9 Yes /9 Known /10 Possible features)
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Transparent Pricing Pricing is clearly described, with no hidden fees. |
Pricing details are transparent and itemized for most modules. Public pricing for base modules is listed; custom pricing on request. | |
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Pricing Tiers Offers multiple pricing tiers for different user types or features. |
Multiple pricing tiers (standard, enterprise, API-only, modular add-ons) are available. | |
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Pay-as-you-go Option Usage-based billing models are available. |
No information available | |
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Free Trial Availability Prospective users can try the full product before purchasing. |
Free trials for eligible institutional/buy-side clients are available upon request. | |
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Contract Flexibility Supports both short-term and annual contracts. |
Both annual and short-term contracts are supported for institutional clients. | |
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Volume Discounts Lower unit prices when buying for more users or enterprise. |
Volume/enterprise discounts available for large clients or many users. | |
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No Lock-in Period Easy exit or downgrade without excessive penalty. |
Contract terms permit exit or downgrade after notice without prolonged lock-in. | |
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Price Transparency by Feature Costs for add-ons and premium features are explicit. |
Price breakdowns for add-ons and premium features are clearly shown in proposals/contracts and on the website. | |
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Custom Quoting Can generate bespoke pricing for unusual needs. |
FactSet offers custom/bespoke quoting for enterprise or nonstandard use cases. | |
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Nonprofit/Education Discounts Discounted pricing for eligible organizations. |
Education and nonprofit discounts are available as stated in pricing FAQs. |
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