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.
Active Nemesis
Fidelity Investments
By Fidelity Investments
Other Rivals
Rating Pulse 🇺🇸
Recent User MoodAI-powered deep analysis surfacing high-signal insights. Still in beta, accuracy improves daily. For informational purposes only.
What makes this app unique?
What Does It Look Like?
How Is The App's Momentum Right Now?
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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.
What is the competitive landscape for FactSet?
How's The Finance Market?
Market outlook for this category
Available very soon
The rivals identified
The Nemesis
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.
What sets FactSet apart
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
What's Fidelity Investments's Edge
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
Contenders
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
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
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
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
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
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
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
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
Provides an instant calculation engine for balloon payments and amortization schedules in a lightweight package
Share Market Calculator
0Jaydip 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
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.