---
description: Learn more about FactSet price, benefits, and disadvantages for businesses in South Africa. Read reviews from verified users and discover similar tools.
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title: FactSet Price, Reviews & Features - Capterra South Africa 2026
---

Breadcrumb: [Home](/) > [Financial Services Software](/directory/31123/financial-services/software) > [FactSet](/software/176269/factset)

# FactSet

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> FactSet provides integrated software and data solutions to investment professionals.
> 
> Verdict: Rated **4.9/5** by 9 users. Top-rated for **Likelihood to recommend**.

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## Overview

### Who Uses FactSet?

Investment management solutions designed for investment bankers, asset owners, buy-side traders, client service and marketing professionals, financial advisors, information technologists and more.

## Quick Stats & Ratings

| Metric | Rating | Detail |
| **Overall** | **4.9/5** | 9 Reviews |
| Ease of Use | 4.2/5 | Based on overall reviews |
| Customer Support | 4.6/5 | Based on overall reviews |
| Value for Money | 4.3/5 | Based on overall reviews |
| Features | 4.7/5 | Based on overall reviews |
| Recommendation percentage | 90% | (9/10 Likelihood to recommend) |

## About the vendor

- **Company**: FactSet Research Systems
- **Location**: Norwalk, US
- **Founded**: 1978

## Commercial Context

- **Pricing model**: Per Feature (Free Trial)
- **Pricing Details**: Contact FactSet Research Systems for pricing
- **Target Audience**: Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000, 5 001–10 000, 10 000+
- **Deployment & Platforms**: Cloud, SaaS, Web-based, Mac (Desktop), Windows (Desktop)
- **Supported Languages**: English
- **Available Countries**: Afghanistan, Albania, American Samoa, Andorra, Argentina, Armenia, Australia, Austria, Azerbaijan, Bahrain, Bangladesh, Belarus, Belgium, Bhutan, Bolivia, Bosnia & Herzegovina, Brazil, Brunei, Bulgaria, Cambodia and 118 more

## Features

- Accounting
- Benchmarking
- Bonds/Stocks
- Client Portal
- Compliance Tracking
- Data Import/Export
- Data Visualization
- Financial Analysis
- Investments Tracking
- Performance Metrics
- Portfolio Management
- Portfolio Rebalancing
- Real-Time Data
- Risk Management

## Support Options

- Email/Help Desk
- 24/7 (Live rep)
- Chat

## Category

- [Financial Services Software](https://www.capterra.co.za/directory/31123/financial-services/software)

## Related Categories

- [Financial Services Software](https://www.capterra.co.za/directory/31123/financial-services/software)
- [Financial Management Software](https://www.capterra.co.za/directory/31136/financial-management/software)
- [Investment Management Software](https://www.capterra.co.za/directory/20010/investment-management/software)

## Alternatives

1. [QuickBooks Online](https://www.capterra.co.za/software/141374/quickbooks-online) — 4.3/5 (8393 reviews)
2. [PayPal](https://www.capterra.co.za/software/179251/paypal) — 4.6/5 (26301 reviews)
3. [Agicap](https://www.capterra.co.za/software/196637/agicap) — 4.3/5 (161 reviews)
4. [FreshBooks](https://www.capterra.co.za/software/142390/freshbooks) — 4.5/5 (4506 reviews)
5. [Xero](https://www.capterra.co.za/software/169561/xero) — 4.4/5 (3273 reviews)

## Reviews

### "Great platform for investment managers" — 5.0/5

> **Verified Reviewer** | *20 August 2025* | Capital Markets | Recommendation rating: 7.0/10
> 
> **Pros**: The depth of financial data available on FactSet.&#10;&#10;We use FactSet for broad range of tasks such as equity research, portfolio statistics and industry research
> 
> **Cons**: I think the price is bit high, compared to LSEG Eikon.&#10;&#10;Another improvement can be the ability to use AI.
> 
> Overall very good, user experience is good and database is very broad.&#10;&#10;I do find the financial statement data such as cash flow, capex can sometimes be incorrect for international companies

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### "Best Market Intel Platform for Most" — 5.0/5

> **Brian** | *30 December 2024* | Oil & Energy | Recommendation rating: 8.0/10
> 
> **Pros**: The user interface is clean and easy to navigate. Super quick to find what I need. Excel plug in is helpful as well especially with the template library.
> 
> **Cons**: Base pricing gets you pretty generic market data. If you need industry specific data and/or research that is extra. All the extras can quickly add up.
> 
> I use FactSet daily and have found it to be the most user friendly platforms of those I have tried: mainly Bloomberg \&amp; CapIQ. While the dataset may not be as robust as Bloomberg, the data you get with the basic subscription should be adequate for most users. While CapIQ has essentially the same data for slightly cheaper it is worth noting the user interface saves a lot of time finding the specific data you need. I think the modest incremental cost is outweighed by the respective time savings.

-----

### "Best tool for Financial Research" — 4.0/5

> **Aruna** | *26 August 2022* | Financial Services | Recommendation rating: 10.0/10
> 
> **Pros**: Factset is a comprehensive financial research platform with an intuitive user interface and excellent customer support. I begin with the research about company name and it gives the entire dashboard quickly at once where you see the financial records and can do the comparative analysis.&#10;I must say that the customer service of Factset is very prompt.
> 
> **Cons**: The entire tool take a bit of time to load and requires high speed internet connection (at least 50MBPS and above) to open. Though sometime the numbers are incorrect when the same is compared to the balance sheet of the company which in turn is rectified by the factset team when raised a ticket.
> 
> Overall factset is a very good tool for financial research and modelling. Though the loading speed and sometime in-correct number is of concern as referring to the data extracted from Factset and company's balance sheet always is not possible.

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### "Great to track personalized portfolios and calculations" — 5.0/5

> **Verified Reviewer** | *21 May 2019* | Consumer Goods | Recommendation rating: 8.0/10
> 
> **Pros**: I like how you can make your own personal portfolios based on whatever metrics you want. I also like the ability to see the overview of companies and get a great understanding of what they do and their financials. Being able to compare industry specific research about certain companies is a great feature as well.
> 
> **Cons**: It is very difficult to use and understand how to complete desired calculations. It can be time consuming manually building out calculations that you want to be visible because they are not available or you just don't know where to locate them.

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### "Why pay for bloomberg?" — 5.0/5

> **Verified Reviewer** | *09 August 2018* | Computer Software | Recommendation rating: 10.0/10
> 
> **Pros**: I like that Factset allows me to purchase exactly what I want, no more, no less. No overpriced single SKU
> 
> **Cons**: It's not financial services industry standard yet. The more players onboard, the better it will become. I heard ML just started using it which is a big deal
> 
> Excellent product, a force to be reckoned with.

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## Links

- [View on Capterra](https://www.capterra.co.za/software/176269/factset)

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