FactSet

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Overview

FactSet provides comprehensive financial data and analytics to investment professionals worldwide. For investor relations, FactSet offers tools to analyze market and peer data, monitor shareholder activity, and access broker research. Their platform is used to understand industry trends and how the investment community views their company, empowering IROs with deep market intelligence.

✨ Key Features

  • Market & Peer Analysis
  • Shareholder & Ownership Data
  • Real-time News and Broker Research
  • Earnings Estimates
  • Data Visualization
  • Integration with Irwin for IR CRM

🎯 Key Differentiators

  • Flexible and customizable data solutions
  • Strong analytical capabilities for deep research
  • Strategic integration with Irwin to provide a combined data and IR workflow solution

Unique Value: FactSet empowers IROs with the deep data and powerful analytics needed to understand their position in the market, analyze their shareholder base, and communicate effectively with the investment community.

🎯 Use Cases (5)

Conducting in-depth competitor analysis Analyzing institutional ownership and shareholder activism Tracking analyst estimates and sentiment Preparing for board meetings and earnings calls Powering IR CRM with market data through the Irwin integration

✅ Best For

  • Widely used by financial professionals for data analysis and research.

💡 Check With Vendor

Verify these considerations match your specific requirements:

  • Not a standalone IR workflow management tool; it is primarily a data and analytics platform.

🏆 Alternatives

Bloomberg Terminal Refinitiv Eikon S&P Capital IQ

Offers a highly flexible and customizable platform that can be tailored to specific research and analysis workflows, and its partnership with Irwin provides a unique end-to-end solution for IR.

💻 Platforms

Web Desktop API

🔌 Integrations

Irwin Microsoft Office

🛟 Support Options

  • ✓ Email Support
  • ✓ Phone Support
  • ✓ Dedicated Support (All tier)

🔒 Compliance & Security

✓ SOC 2 ✓ GDPR ✓ ISO 27001 ✓ SSO ✓ SOC 2 ✓ ISO 27001

💰 Pricing

Contact for pricing

✓ 14-day free trial

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