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FactSet AI Assistant

FactSet

AI-powered financial data and analytics

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Quick Answer

FactSet AI assistant powers natural language queries and automated analysis across the institutional financial data platform used by investment professionals globally. Enterprise pricing typically $12,000 to $20,000 per user annually.

What It Does

FactSet's AI enables natural language queries against financial databases, generates automated company analysis reports, synthesizes data from multiple financial data sources, helps construct and analyze investment portfolios, automates regulatory reporting and compliance workflows, provides AI-assisted screening of investment opportunities, generates earnings analysis from company reports, and integrates with Microsoft Office for AI-powered financial document creation.

What It Cannot Do

FactSet is an institutional platform not accessible to retail investors. Full AI capabilities require a FactSet subscription which is enterprise-priced. Some AI features are in development or limited availability. The AI provides analysis tools not investment advice.

Who Is It For

Investment banking professionals, equity researchers, portfolio managers, and financial analysts at institutional firms who use FactSet as their primary financial data platform and want AI to enhance their analytical workflow.

About FactSet AI Assistant

FactSet is one of the major financial data and analytics providers used by investment professionals globally. It competes directly with Bloomberg and Refinitiv for the institutional financial data market. FactSet has been integrating AI throughout its platform to help users extract insights from its vast database of company fundamentals, estimates, ownership data, and financial statements. Its AI assistant allows users to query the FactSet database in natural language, generate automated company reports, and synthesize insights from multiple data sources. FactSet has also partnered with AI companies to accelerate its AI development.

Pricing and Access

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Enterprise pricing — typically $12,000-$20,000/user/year

FactSet pricing varies significantly by data packages and number of users. Contact FactSet for current pricing. No retail or individual investor tier.

Platforms

✓Web
✓iOS
✗Android
✓Desktop
✓Embedded
✓API

How AI Works

LLM Powered

Founded

1978

Headquarters

Norwalk, USA

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