Investment Analytics · pricing
FactSet pricing
No tier breakdown is published on the record we hold for FactSet. Below is what is on record, and how it compares with the investment analytics tools listed alongside it.
As of 12 November 2026, FactSet pricing is on request. Figures are the vendor's list prices as recorded on this page's last check; the vendor's site is the final word.
- Entry price
- On request
- Model
- Quote
- Tiers
- -
- Free tier
- Not on record
What is on record
The FactSet catalogue entry carries no price and a quote pricing model, but no tier breakdown. The category comparison below is still useful, and the FactSet review carries the full feature record.
What the product covers
The full FactSet feature record, grouped as the catalogue groups it. This is the product as a whole; the record does not map every feature onto a specific tier.
core
- FactSet Workstation
analytics
- Universal Screening
- Portfolio Analysis
integration
- Microsoft Office integration
- Model Context Protocol servers
- Data feeds and cloud delivery
ai
- Mercury AI assistant
People bring FactSet in for equity and credit research with company fundamentals, estimates and screening, performance attribution and risk reporting on buy-side portfolios, building refreshable financial models and pitch books in excel and powerpoint, loading factset datasets into snowflake or databricks for quant research, querying portfolio analytics from an internal ai assistant over mcp, deal sourcing and due diligence for private capital teams. If that is not the job you are buying for, the alternatives to FactSet are worth a look before you commit to a tier.
How that compares in Investment Analytics
Too few investment analytics tools in this directory publish a starting price to quote a meaningful median, so the table below is a like-for-like list rather than a ranking.
| Tool | Entry price | Model | Rated | Head to head |
|---|---|---|---|---|
| FactSet (this page) | On request | quote | - | |
| YCharts | On request | quote | - | vs FactSet |
| Morningstar Sustainalytics | On request | quote | - | vs FactSet |
| S&P Capital IQ Pro | On request | quote | - | vs FactSet |
| Preqin | Free | quote | - | vs FactSet |
| PitchBook | On request | quote | - | vs FactSet |
| LSEG Workspace | On request | quote | - | vs FactSet |
Ratings are aggregated from third-party sources and imported with each catalogue entry, they are not reviews hosted on Softwr. How each figure is used is set out on the FactSet badges page.
Before you pay for FactSet
Three things this page cannot tell you, and all three change the bill. The record carries a price and a billing period but not the unit - per-seat and flat-rate pricing are indistinguishable in this data, so a five-person team may be looking at five times the figure above. It carries no annual rate, so any discount for paying yearly is not something this page can quote. And it carries no trial length.
What it can tell you is the shape of the ladder: not published on the record we hold. With no free tier on record, the cheapest way to answer the rest is to compare FactSet against the tools that do have one before committing.
FactSet runs on windows, web, api, and is published by FactSet Research Systems Inc. of Norwalk, Connecticut, United States. The full record is on the FactSet review, and the rest of the category is under best investment analytics tools.
FactSet pricing questions
- How much does FactSet cost?
- No price is published on the record we hold for FactSet, which is listed as quote. The vendor's own site is the only reliable source for the current figure.
- Does FactSet have a free plan?
- Not on the record we hold: FactSet is listed as quote. Whether a free trial is offered is not something this record captures, so check the vendor's site.
- Which investment analytics tools can I use without paying?
- 2 of the 8 investment analytics tools listed alongside FactSet have a free tier: Preqin, Koyfin.
- What am I actually paying for with FactSet?
- The record lists 7 features across 4 areas: core, analytics, integration, ai. In practice it is brought in for equity and credit research with company fundamentals, estimates and screening, performance attribution and risk reporting on buy-side portfolios, building refreshable financial models and pitch books in excel and powerpoint.
- Does FactSet charge per user?
- The record carries a price and a billing period, but not the unit that price is charged in. Per-seat and flat-rate billing look identical in this data, so check the vendor's page before budgeting for a team.
- Are these FactSet prices current?
- They are what the catalogue entry holds, refreshed when the entry is. Vendors change pricing without notice and nobody at Softwr re-verifies each tier by hand, so treat this as a structured summary and the vendor's own pricing page as the authority.
- What should I compare FactSet against before paying?
- The closest investment analytics tools in this directory are YCharts, Morningstar Sustainalytics, S&P Capital IQ Pro, Preqin. Each has a side-by-side comparison with FactSet covering price, platforms and features.