--- description: ¿Qué es y para qué sirve FactSet? Lee opiniones verificadas, descubre sus características, precios de planes, ventajas y desventajas. image: https://gdm-localsites-assets-gfprod.imgix.net/images/capterra/og_logo-e5a8c001ed0bd1bb922639230fcea71a.png?auto=format%2Cenhance%2Ccompress title: ¿Qué es FactSet? - Reseñas, precios y funciones - Capterra México 2026 --- Breadcrumb: [Inicio](/) > [Software de servicios financieros](/directory/31123/financial-services/software) > [FactSet](/software/176269/factset) # FactSet Canonical: https://www.capterra.mx/software/176269/factset Página: 1 de 2\ Siguiente: [Página siguiente](https://www.capterra.mx/software/176269/factset?page=2) > FactSet proporciona soluciones integradas de software y datos para inversores profesionales. > > Veredicto: 9 usuarios lo han valorado con **4.9/5**. De los mejores valorados en **Probabilidad de recomendación**. ----- ## Vista rápida ### ¿Quién usa FactSet? Soluciones de gestión de inversiones diseñadas para banqueros de inversión, propietarios de activos, comerciantes a cargo de las compras, profesionales de servicio al cliente y marketing, asesores financieros, tecnólogos de la información y más. ## Estadísticas y valoraciones rápidas | Métrica | Calificación | Detalles | | **En general** | **4.9/5** | 9 Opiniones | | Facilidad de uso | 4.2/5 | Basado en las opiniones generales | | Asistencia al cliente | 4.6/5 | Basado en las opiniones generales | | Relación calidad-precio | 4.3/5 | Basado en las opiniones generales | | Funciones | 4.7/5 | Basado en las opiniones generales | | Porcentaje de recomendaciones | 90% | (9/10 Probabilidad de recomendación) | ## Sobre el proveedor - **Empresa**: FactSet Research Systems - **Ubicación**: Norwalk, EE. UU. - **Constitución**: 1978 ## Contexto comercial - **Modelo de precios**: (Prueba gratis) - **Público objetivo**: Trabajador autónomo, 2-10, 11-50, 51-200, 201-500, 501-1,000, 1,001-5,000, 5,001-10,000, 10,000+ - **Despliegue y plataformas**: Cloud, SaaS, Web, Mac (desktop), Windows (desktop) - **Idiomas admitidos**: inglés - **Países disponibles**: Afganistán, Albania, Alemania, Andorra, Arabia Saudita, Argentina, Armenia, Australia, Austria, Azerbaiyán, Bangladés, Baréin, Bielorrusia, Bolivia, Bosnia y Herzegovina, Brasil, Brunéi, Bulgaria, Bután, Bélgica y 118 más ## Funciones - Análisis financiero - Benchmarking - Bonds/Stocks - Contabilidad - Gestión de carteras - Gestión de riesgos - Importación y exportación de datos - Métricas de rendimiento - Portal de clientes - Real-Time Data - Requilibrado de carteras - Seguimiento de inversiones - Seguimiento de la conformidad - Visualización de datos ## Opciones de asistencia - E-mail/Help Desk - Asistencia 24/7 - Chat ## Categoría - [Software de servicios financieros](https://www.capterra.mx/directory/31123/financial-services/software) ## Categorías relacionadas - [Software de servicios financieros](https://www.capterra.mx/directory/31123/financial-services/software) - [Herramientas de gestión financiera](https://www.capterra.mx/directory/31136/financial-management/software) - [Software de gestión de carteras](https://www.capterra.mx/directory/20010/investment-management/software) ## Alternativas 1. [NetSuite](https://www.capterra.mx/software/135757/netsuite) — 4.2/5 (2003 reviews) 2. [QuickBooks Online](https://www.capterra.mx/software/141374/quickbooks-online) — 4.3/5 (8393 reviews) 3. [PayPal](https://www.capterra.mx/software/179251/paypal) — 4.6/5 (26301 reviews) 4. [Agicap](https://www.capterra.mx/software/196637/agicap) — 4.3/5 (161 reviews) 5. [FreshBooks](https://www.capterra.mx/software/142390/freshbooks) — 4.5/5 (4506 reviews) ## Opiniones ### "Great platform for investment managers" — 5.0/5 > **Usuario verificado** | *20 de agosto de 2025* | Mercados de capitales | Valoración de la recomendación: 7.0/10 > > **Puntos a favor**: The depth of financial data available on FactSet. We use FactSet for broad range of tasks such as equity research, portfolio statistics and industry research > > **Puntos en contra**: I think the price is bit high, compared to LSEG Eikon. Another improvement can be the ability to use AI. > > Overall very good, user experience is good and database is very broad. I do find the financial statement data such as cash flow, capex can sometimes be incorrect for international companies ----- ### "Best Market Intel Platform for Most" — 5.0/5 > **Brian** | *30 de diciembre de 2024* | Petróleo y energía | Valoración de la recomendación: 8.0/10 > > **Puntos a favor**: The user interface is clean and easy to navigate. Super quick to find what I need. Excel plug in is helpful as well especially with the template library. > > **Puntos en contra**: Base pricing gets you pretty generic market data. If you need industry specific data and/or research that is extra. All the extras can quickly add up. > > I use FactSet daily and have found it to be the most user friendly platforms of those I have tried: mainly Bloomberg \& CapIQ. While the dataset may not be as robust as Bloomberg, the data you get with the basic subscription should be adequate for most users. While CapIQ has essentially the same data for slightly cheaper it is worth noting the user interface saves a lot of time finding the specific data you need. I think the modest incremental cost is outweighed by the respective time savings. ----- ### "Best tool for Financial Research" — 4.0/5 > **Aruna** | *26 de agosto de 2022* | Servicios financieros | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: Factset is a comprehensive financial research platform with an intuitive user interface and excellent customer support. I begin with the research about company name and it gives the entire dashboard quickly at once where you see the financial records and can do the comparative analysis. I must say that the customer service of Factset is very prompt. > > **Puntos en contra**: The entire tool take a bit of time to load and requires high speed internet connection (at least 50MBPS and above) to open. Though sometime the numbers are incorrect when the same is compared to the balance sheet of the company which in turn is rectified by the factset team when raised a ticket. > > Overall factset is a very good tool for financial research and modelling. Though the loading speed and sometime in-correct number is of concern as referring to the data extracted from Factset and company's balance sheet always is not possible. ----- ### "Great to track personalized portfolios and calculations" — 5.0/5 > **Usuario verificado** | *21 de mayo de 2019* | Bienes de consumo | Valoración de la recomendación: 8.0/10 > > **Puntos a favor**: I like how you can make your own personal portfolios based on whatever metrics you want. I also like the ability to see the overview of companies and get a great understanding of what they do and their financials. Being able to compare industry specific research about certain companies is a great feature as well. > > **Puntos en contra**: It is very difficult to use and understand how to complete desired calculations. It can be time consuming manually building out calculations that you want to be visible because they are not available or you just don't know where to locate them. ----- ### "Why pay for bloomberg?" — 5.0/5 > **Usuario verificado** | *9 de agosto de 2018* | Software informático | Valoración de la recomendación: 10.0/10 > > **Puntos a favor**: I like that Factset allows me to purchase exactly what I want, no more, no less. No overpriced single SKU > > **Puntos en contra**: It's not financial services industry standard yet. The more players onboard, the better it will become. I heard ML just started using it which is a big deal > > Excellent product, a force to be reckoned with. ----- Página: 1 de 2\ Siguiente: [Página siguiente](https://www.capterra.mx/software/176269/factset?page=2) ## Enlaces - [Ver en Capterra](https://www.capterra.mx/software/176269/factset) ## Esta página se encuentra disponible en los siguientes idiomas | Local | URL | | de | | | de-AT | | | de-CH | | | en | | | en-AE | | | en-AU | | | en-CA | | | en-GB | | | en-IE | | | en-IL | | | en-IN | | | en-NZ | | | en-SG | | | en-ZA | | | es | | | es-AR | | | es-CL | | | es-CO | | | es-CR | | | es-DO | | | es-EC | | | es-MX | | | es-PA | | | es-PE | | | fr | | | fr-BE | | | fr-CA | | | fr-LU | | | it | | | ja | | | ko | | | nb | | | pt | | | pt-PT | | ----- ## Datos estructurados