Report updated May 25, 2026
FactSet
For investment professionals, including asset managers, hedge fund analysts, and wealth advisors who require real-time data and research on the go.
FactSet is an established finance app that is available. With a 3.8/5 rating from 266 reviews, it shows polarized user reception.
What is FactSet?
FactSet is a financial research and news application for investment professionals, providing mobile access to proprietary portfolio and market data.
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.
Current Momentum
v3.95 · 1w ago
Intense- Ships frequent updates for data parity.
- Maintains enterprise-gated access model.
What makes this app unique?
What Does It Look Like?
What Are The Key Features?
Syncs portfolio holdings and watchlists across the FactSet workstation and mobile app
AI-powered assistant that uses proprietary data and user workflow context to answer financial queries
How much does it cost?
- Requires existing FactSet workstation subscription
The app functions as a mobile extension of the B2B enterprise workstation, with access gated entirely behind existing institutional subscriptions.
Who Built It?
Enrichment in progress
Publisher profile available very soon
What other apps does FactSet Research Systems make?
What do users think recently?
Medium confidence · 36 reviews analyzed
How did the latest release land?
What is the recent mood?
Recent user voice shows a mixed sentiment.
Limited review volume (36 reviews). Sentiment analysis will deepen as more data lands.
View the full user-sentiment analysis
Mood gauge, ratings & review-volume history, every praise / complaint / request, and sentiment over time.
What is the competitive landscape for FactSet?
Where is it available?
Localized markets (1)
How's The Finance Market?
Market outlook for this category
Available very soon
Which niche is FactSet in?
to monitor financial portfolios and market data
Explore the full Investing Dashboards niche
Every app in this space — 593 tracked, the niche's live rankings, and Marlvel's editorial take on the job-to-be-done.
The rivals identified
Nemeses(1)
Fidelity competes directly for the attention of financial professionals and retail investors by providing high-frequency market data, portfolio tracking, and execution capabilities.
Differentiators
- 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
Head to head
FactSet should double down on its institutional research depth while exploring simplified 'pro-sumer' trading features to prevent churn to retail-heavy platforms.
Contenders(4)
This app targets a specific niche of financial professionals focused on agricultural market data and farm profitability.
Differentiators
- 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
This app competes for the attention of stock market participants by offering specific technical analysis and stock selection strategies.
Differentiators
- 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
This app competes for the financial management use case by integrating banking services with portfolio and loan monitoring.
Differentiators
- 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
Wealthscape competes by providing a comprehensive mobile portal for brokerage account management and investor-focused research.
Differentiators
- 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
Same space(3)
This app serves the financial calculation niche, specifically targeting users performing loan and lease analysis.
Differentiators
- 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
This app provides specialized financial planning tools for a specific demographic, overlapping with FactSet's calculation utilities.
Differentiators
- 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
This app is a direct competitor in the financial utility space, providing core mathematical tools for finance professionals.
Differentiators
- 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
Compare FactSet against every rival
All rivals in one side-by-side table — identity, store metrics, ratings & sentiment, and strategic intel — plus a head-to-head page for each.
The outtake for FactSet
Strengths to defend, gaps to attack
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
What are the next best moves?
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: Push the AI assistant feature expansion to Q4 — Android stability is a prerequisite for professional trust.
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: Pause the UI redesign of the news feed — execution capability is a higher-value retention lever.
A counter-intuitive read
The institutional-only gating is not a weakness but a necessary barrier: FactSet's value is in proprietary data, not retail trading volume, and opening the platform would dilute the professional signal.
Feature Gaps vs Competitors
- Integrated trading and banking (available in Fidelity)
- Mobile check deposit (available in Wealthscape Investor)
- Multi-currency transfers (available in KAPITALBANK)
Key Takeaways
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.
Where Is It Heading?
Mixed Signals
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.