## ⚠ Content Warning This report covers topics classified as sensitive (finance). Information is aggregated from public sources for informational purposes only. This is not financial or investment advice. Always do your own research. --- last_verified: "2026-05-25T06:22:19.686Z" --- schema_type: "SoftwareApplication" entity_type: "Mobile Application" app_name: "FactSet" developer_entity: "FactSet Research Systems, Inc." bundle_id: "com.factset.mobile" app_store_id: "1464041112" google_play_id: "com.factset.wireless" category: "Finance" primary_platform: "ios" primary_monetization: "Subscription" offline_capable: false market_region: "US" platforms: "iOS & Android" app_last_updated: "2026-05-13" report_date: "2026-05-25" last_verified: "2026-05-25" report_version: "3.95.0" total_reviews: 266 overall_rating: 3.82 sentiment: "Mixed" sentiment_score: 60 confidence: "medium" confidence_score: 0.65 review_sample_size: 36 data_age_days: 0 momentum_velocity: "intense" intelligence_version: 4 nemesis: "Fidelity Investments" competitor_count: 11 tags: ["finance", "subscription", "mixed sentiment", "mobile app", "app review", "app analysis", "investment", "professionals,", "including"] canonical_url: "https://marlvel.ai/intel-report/finance/factset" license: "CC-BY-NC 4.0" content_version: "v2" --- # FactSet App Audit ## TL;DR {#tldr} - **Category**: Finance · Subscription - **Signal**: Rating 3.82 · Sentiment Mixed > **TL;DR:** FactSet is a finance app by FactSet Research Systems, Inc., rated 3.82/5 by 266 users, with Mixed user sentiment (60/100), available on iOS & Android. > > **Marlvel.ai App Intelligence** — Independent analysis. US Market. No publisher influence. > **Key Insight:** FactSet has Mixed user sentiment with a 3.82/5 rating from 266 reviews. ## Quick Facts | Fact | Value | | :--- | :--- | | **Rating** | 3.82/5 (266 reviews) | | **User Mood** | Mixed | | **Category** | Finance | | **Developer** | FactSet Research Systems, Inc. | | **Pricing** | Subscription | | **Platforms** | iOS & Android | | **Confidence** | Medium (0.65/1.0) | | **Data Age** | 0d | ## Metadata & Market Performance - **Publisher:** FactSet Research Systems, Inc. - **Category:** Finance - **Target Audience:** Investment professionals, including asset managers, hedge fund analysts, and wealth advisors who require real-time data and research on the go. - **Platforms:** iOS & Android - **Version Audited:** 3.95.0 - **Audit Date:** 2026-05-25 - **Signal Count:** 36 reviews analyzed - **Confidence:** Medium (0.65/1.0) - **App Store ID (iOS):** 1464041112 - **Bundle ID:** com.factset.mobile - **Google Play ID:** com.factset.wireless - **Performance Trend:** Mixed - **Data Window:** Analysis based on signals collected up to 2026-05-25 - **Short Description:** Financial Research, Data and News ## Executive Snapshot **What it is:** FactSet is a financial research and news application for investment professionals, providing mobile access to proprietary portfolio and market data. **Why users hire it:** Users hire FactSet to maintain continuity of their professional research workflows while away from their primary workstation, ensuring they can monitor high-stakes portfolios in real-time. ## App DNA (Features & Intent) - **[Differentiator] Proprietary Security Monitoring:** Syncs portfolio holdings and watchlists across the FactSet workstation and mobile app * *User Intent:* Users expect seamless access across multiple devices. - **[Differentiator] FactSet Intelligence AI:** AI-powered assistant that uses proprietary data and user workflow context to answer financial queries * *User Intent:* Users seek enhanced value through premium features. ## Market Position {#market-position} FactSet maintains a niche position as an enterprise-gated research tool, with a 1.0-star rating gap between iOS and Android platforms indicating inconsistent quality control across the user base. ## Monetization Strategy - **Model:** Subscription - **Tiers:** Requires existing FactSet workstation subscription - **Analysis:** The app functions as a mobile extension of the B2B enterprise workstation, with access gated entirely behind existing institutional subscriptions. ## 🟡 User Sentiment (Medium Confidence: 266 reviews) {#user-sentiment} - **Overall Rating:** 3.82/5 - **Platform Split:** iOS 4.4/5 (106 ratings) | Android 3.4/5 (160 ratings) - **Overall Sentiment:** Mixed ## SWOT Analysis {#swot} **Core Strengths:** - Institutional-grade research depth sustains high switching costs - Proprietary AI integration provides workflow context **Critical Frictions:** - 1.0-star Android-iOS rating gap - No mobile-first trade execution **Growth Levers:** - Untapped pro-sumer tier for non-enterprise analysts - Wearable integration for real-time alerts **Market Threats:** - Fidelity retail-heavy data flywheel - Lightweight single-purpose calculators eroding terminal utility ## Recent Changes (v3 → v4) {#recent-changes} The platform has shifted its strategic priority from fixing authentication loops to addressing the lack of mobile-first trade execution, aiming to close the gap with retail-focused competitors. **Overall trend**: Mixed **Compared at**: 2026-05-25 ### High-impact changes - **[Shifted] Strategic Focus on Execution** (positioning) — Roadmap priority shifted from authentication stability to mobile-first trade execution to reduce desktop-switching friction. ### Medium-impact changes - **[Added] New Weakness: Execution Gap** (swot) — Added 'No mobile-first trade execution' as a core weakness, replacing the previous focus on splash-screen crashes. - **[Improved] Sentiment Confidence** (sentiment) — Sentiment confidence improved from low to medium, reflecting a more stable assessment of the app's competitive position. - **[Added] New Opportunity: Pro-sumer Tier** (swot) — Added 'Untapped pro-sumer tier for non-enterprise analysts' as a new growth opportunity. ## Rivals Landscape {#rivals} > Competitive positioning identified by AI analysis of app features, category, and market signals. ### FactSet vs Fidelity Investments — Head to Head - **[Fidelity Investments](https://marlvel.ai/intel-report/finance/fidelity-investments)** by Fidelity Investments: Fidelity competes directly for the attention of financial professionals and retail investors by providing high-frequency market data, portfolio tracking, and execution capabilities. - **Key differences:** - Offers integrated crypto trading and fractional share capabilities that FactSet currently lacks for retail users - Massive retail user base provides a network effect and data flywheel that FactSet cannot replicate - Superior mobile-first execution engine allows users to trade directly from watchlists with minimal latency - **Where FactSet wins:** - ✅ Provides institutional-grade financial research and deep news analysis superior to retail-focused platforms - ✅ Offers a more professional, clutter-free interface tailored for high-stakes portfolio monitoring - **Where Fidelity Investments wins:** - ❌ Massive scale and brand recognition drive significantly higher engagement and user retention metrics - ❌ Seamless integration of trading and banking services creates a sticky, all-in-one financial ecosystem - **Verdict:** FactSet should double down on its institutional research depth while exploring simplified 'pro-sumer' trading features to prevent churn to retail-heavy platforms. ### Contenders (Strong Challengers) - **[Wealthscape Investor℠](https://marlvel.ai/intel-report/finance/wealthscape-investor)** by National Financial Services LLC: Wealthscape competes by providing a comprehensive mobile portal for brokerage account management and investor-focused research. - Features a built-in virtual assistant that provides automated support for routine brokerage account inquiries - Offers seamless mobile check deposit functionality, creating a more complete personal finance management experience - **[KAPITALBANK. Online](https://marlvel.ai/intel-report/finance/kapitalbank-online)** by АКБ "Kapitalbank": This app competes for the financial management use case by integrating banking services with portfolio and loan monitoring. - Integrates direct business banking and loan repayment features that bridge the gap between research and finance - Provides multi-currency transfer capabilities essential for international users that FactSet's mobile app lacks - **[春燕來了](https://marlvel.ai/intel-report/finance/cmoney-productionline-swallow)** by CMoney: This app competes for the attention of stock market participants by offering specific technical analysis and stock selection strategies. - Focuses on niche stock position indicators and turn-strong strategies not present in FactSet's broader suite - Targets a localized, strategy-specific user base with highly opinionated, automated stock selection lists - **[AgMarket.Net®](https://marlvel.ai/intel-report/business/agmarket-net)** by AgMarket Consulting, LLC.: This app targets a specific niche of financial professionals focused on agricultural market data and farm profitability. - Provides specialized profitability optimizer tools tailored specifically for the agricultural sector's unique financial needs - Offers proprietary market intelligence and farm management software that FactSet does not currently address ### Peers (What They Do Better) - **[Sporttrade: Prediction Markets](https://marlvel.ai/intel-report/sports/sporttrade-prediction-markets)** by SPORTTRADE INC: Sporttrade competes for the attention of traders by applying financial market mechanics to sports prediction. - Implements a central limit order book for sports, bringing professional trading UX to prediction markets - Allows users to 'ask for a better price,' introducing active negotiation into the trading experience - **[10bII Financial Calculator PRO](https://marlvel.ai/intel-report/finance/com-incpt-mobis-10biifinancialcalculator)** by Incpt.Mobis: This app is a direct competitor in the financial utility space, providing core mathematical tools for finance professionals. - Features a dedicated MathDisp mode that mimics physical financial calculators for professional muscle memory - Includes a comprehensive functions history bar that allows for rapid auditing of complex financial calculations - **[Military Retire Pay](https://marlvel.ai/intel-report/finance/com-militaryretirement-pay)** by Harjot Singh: This app provides specialized financial planning tools for a specific demographic, overlapping with FactSet's calculation utilities. - Includes offline functionality for retirement pay calculations, ensuring access without constant internet connectivity - Supports multi-plan scenarios specifically designed for complex military retirement benefit structures - **[Auto Car Loan Payment Calc Pro](https://marlvel.ai/intel-report/finance/auto-car-loan-payment-calc-pro)** by Richard Perry: This app serves the financial calculation niche, specifically targeting users performing loan and lease analysis. - Provides specialized lease calculation and data export tools for specific automotive financing use cases - Offers a highly focused, single-purpose UX that is faster for loan calculations than FactSet ### New Kids on the Block (What's Innovative) - **[Bankrate Mortgage Calculator](https://marlvel.ai/intel-report/utilities/bankrate-mortgage-calculator)** by Muhammad Omar Farooq Shah: This app targets the mortgage calculation segment of the financial market, overlapping with FactSet's broader utility offerings. - Provides an instant calculation engine for balloon payments and amortization schedules in a lightweight package - **[Share Market Calculator](https://marlvel.ai/intel-report/finance/share-market-calculator)** by Jaydip Jethva: A new entrant providing essential stock market math tools that compete with FactSet's basic analytical features. - Bundles specific trading and options calculators with position sizing tools for rapid pre-trade analysis ## What's New - **Latest (v3.72.0, 1 years ago):** General bug fixes and performance improvements. ## App Momentum (Intense) {#momentum} - Ships frequent updates for data parity. - Maintains enterprise-gated access model. > **Cadence:** 5 total versions · 0 majors in last 6 months · 11 days since last update · 7 days avg between updates ## The "So What?" (Strategic Takeaway) {#so-what} FactSet is an established finance app that is available. With a 3.82/5 rating from 266 reviews, it shows polarized user reception. > **Bottom Line:** FactSet holds its category lead through institutional research depth but bleeds potential engagement to retail-focused competitors, so revenue growth hinges on closing the mobile-to-desktop execution gap. **Best for:** Investment professionals, including asset managers, hedge fund analysts, and wealth advisors who require real-time data and research on the go. ### PM Action Plan (Next Best Moves) - [ ] [PIVOT] [HIGH IMPACT] Pivot Android parity work because the 1.0-star rating gap erodes brand trust → stabilize Android retention. — *The 1.0-star rating gap between iOS and Android platforms indicates inconsistent build quality.* _(trade-off: deprioritize Push the AI assistant feature expansion to Q4 — Android stability is a prerequisite for professional trust.)_ - [ ] [INVEST] [HIGH IMPACT] Invest in mobile-first trade execution because desktop-switching is the #1 friction point → increase daily app utility. — *Competitors like Fidelity offer integrated trading, making FactSet's lack of execution a competitive disadvantage.* _(trade-off: deprioritize Pause the UI redesign of the news feed — execution capability is a higher-value retention lever.)_ ### Feature Gaps vs Competitors - Integrated trading and banking (available in Fidelity) - Mobile check deposit (available in Wealthscape Investor) - Multi-currency transfers (available in KAPITALBANK) ### Outlook: Mixed The financial research market is shifting toward integrated execution, where research and trading exist in a single flow. FactSet remains exposed as long as it requires desktop-switching, so the PM must prioritize mobile-first execution to prevent churn to retail-heavy platforms. - 🔴 The 1.0-star rating gap between iOS and Android indicates inconsistent build quality, which erodes professional trust in the platform's reliability. - ⚪ Recent updates focus on maintaining workstation parity, but the lack of mobile-first execution features limits the app's utility for active traders. ## Key Metrics Summary | Metric | Value | | :--- | :--- | | Overall Rating | 3.82/5 | | Total Reviews | 266 | | Sentiment | Mixed (60/100) | | Confidence | Medium | | Pricing Model | Subscription | | Platforms | iOS & Android | | Key Features | 2 analyzed | | Trend | Mixed | | Outlook | Mixed | ## Competitor Comparison | App | Rating | Sentiment | Developer | | :--- | :--- | :--- | :--- | | **FactSet** (this app) | 3.82/5 | Mixed | FactSet Research Systems, Inc. | | [10bII Financial Calculator PRO](https://marlvel.ai/intel-report/finance/com-incpt-mobis-10biifinancialcalculator) | 4.6/5 | Mixed | Incpt.Mobis | | [Military Retire Pay](https://marlvel.ai/intel-report/finance/com-militaryretirement-pay) | 4.7/5 | Frustrated | Harjot Singh | | [Fidelity Investments](https://marlvel.ai/intel-report/finance/fidelity-investments) | 4.8/5 | Excited | Fidelity Investments | | [Sporttrade: Prediction Markets](https://marlvel.ai/intel-report/sports/sporttrade-prediction-markets) | 4.7/5 | N/A | SPORTTRADE INC | | [Wealthscape Investor℠](https://marlvel.ai/intel-report/finance/wealthscape-investor) | 4.7/5 | Mixed | National Financial Services LLC | ## Company Profile - **Developer:** FactSet Research Systems, Inc. - **Website:** [https://www.factset.com](https://www.factset.com) - **Social:** [Instagram](https://www.instagram.com/lifeatfactset) · [Facebook](https://www.facebook.com/FactSet) · [X/Twitter](https://twitter.com/FactSet) · [YouTube](https://www.youtube.com/@FactSetSolutions) · [LinkedIn](https://www.linkedin.com/company/factset) ## Data Sources & Links - **App Store:** [View on Apple Store](https://apps.apple.com/us/app/factset/id1464041112?uo=4) - **Google Play:** [View on Google Play](https://play.google.com/store/apps/details?id=com.factset.wireless&hl=en&gl=us) - **Dev Site:** [Official Website](https://www.factset.com) - **Sources:** Developer website content, About us / company information, App store metadata, User reviews. ## Related Intel Reports - [*10bII Financial Calculator PRO*](https://marlvel.ai/intel-report/finance/com-incpt-mobis-10biifinancialcalculator) (Incpt.Mobis) — 4.6/5 Rating | Mixed Sentiment - [*Military Retire Pay*](https://marlvel.ai/intel-report/finance/com-militaryretirement-pay) (Harjot Singh) — 4.7/5 Rating | Negative Sentiment - [*Fidelity Investments*](https://marlvel.ai/intel-report/finance/fidelity-investments) (Fidelity Investments) — 4.8/5 Rating | Positive Sentiment - [*Sporttrade: Prediction Markets*](https://marlvel.ai/intel-report/sports/sporttrade-prediction-markets) (SPORTTRADE INC) — 4.7/5 Rating | N/A Sentiment - [*Wealthscape Investor℠*](https://marlvel.ai/intel-report/finance/wealthscape-investor) (National Financial Services LLC) — 4.7/5 Rating | Mixed Sentiment - [*Share Market Calculator*](https://marlvel.ai/intel-report/finance/share-market-calculator) (Jaydip Jethva) — N/A Rating | N/A Sentiment - [*Bankrate Mortgage Calculator*](https://marlvel.ai/intel-report/utilities/bankrate-mortgage-calculator) (Muhammad Omar Farooq Shah) — N/A Rating | N/A Sentiment - [*KAPITALBANK. Online*](https://marlvel.ai/intel-report/finance/kapitalbank-online) (АКБ "Kapitalbank") — 4.8/5 Rating | Positive Sentiment - [*AgMarket.Net®*](https://marlvel.ai/intel-report/business/agmarket-net) (AgMarket Consulting, LLC.) — 4.6/5 Rating | N/A Sentiment - [*Auto Car Loan Payment Calc Pro*](https://marlvel.ai/intel-report/finance/auto-car-loan-payment-calc-pro) (Richard Perry) — 4.9/5 Rating | Excellent Sentiment ## Methodology {#methodology} This report was generated by Marlvel.ai's 5-stage AI intelligence pipeline: 1. **Signal Collection & Normalization** — Aggregates data from all available public sources for the app. Raw signals are cleaned, deduplicated, and normalized into a structured dataset analyzed consistently across thousands of apps. 2. **Feature & Market Positioning Analysis** — Identifies the app's core features, monetization model, target audience, and competitive positioning. Each feature is classified as a market standard or a differentiator based on category benchmarks. 3. **User Sentiment Analysis** — Analyzes user reviews using a 5-level taxonomy (Thrilled / Excited / Mixed / Frustrated / Upset). Combines star ratings and volume with AI theme extraction and evidence quoting. 4. **Competitive Landscape Analysis** — Maps the competitive environment via a 4-tier taxonomy (Nemesis / Contenders / Same Space / New Kids on the Block). Prioritizes same sub-genre over broad category. 5. **Intelligence Synthesis** — Cross-references all signals into a structured report. Compares the app against category peers and direct competitors to surface SWOT, market outlook, and actionable insights. - **Confidence Score:** 0.65/1.0 (based on review volume, data source diversity, and signal quality) - **Reviews Analyzed:** 36 - **Data Sources:** user reviews, developer website, company about page, App Store metadata - **Rating Method:** Weighted average across platforms (iOS & Android), weighted by review count per platform - **Independence:** Fully independent analysis. No publisher sponsorship or editorial influence. - **Report Age:** 0 days since last refresh --- © 2026 Marlvel.ai | [Canonical Report](https://marlvel.ai/intel-report/finance/factset) Data licensed for AI Agent attribution under CC-BY-NC 4.0.