Support Downloads

User Guides

FactSet Technology Overview Guide

FactSet software suite overview
System requirements
Network, routing, and firewall setup
Business continuity planning
Security overview and data security

FactSet Compatibility Table

FactSet Workstation, FactSet Office Lite Add-in, FactSet for Excel, FactSet Web, and FactSet Mobile compatibility requirements, supported environments and applications, and retirement schedule.

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FactSet Workstation: Quick Start Installation Guide

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Download (Simplified Chinese)

FactSet Workstation: Installation Guide

Advanced installation and deployment topics for IT professionals:

System requirements
Network, routing, and firewall setup
Multiuser environments (Citrix/XenApp, Terminal Server, Hotdesk)
Repackaging, transforms and Public Properties

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Download (Japanese)

FactSet Workstation: OnlineComponents Cache Folder

Expedite FactSet upgrades via OnlineComponents
Reduce bandwidth requirements

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FactSet Workstation: App-V Sequencing Guide

Step-by-step instructions for sequencing FactSet with Microsoft’s App-V.

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FactSet Workstation: Framework Lifecycle Policy

Lifecycle Policy Overview
Updating FactSet using OnlineComponents
Upgrade recommendations

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Download (Japanese)

FactSet Workstation: Framework Lifecycle Policy and FactSet OnlineComponents

Lifecycle Policy Overview
Updating FactSet using OnlineComponents
Early Adopter vs General Release
Upgrade recommendations

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Download (Japanese)

FactSet Client Data Integration Technology Overview

Discusses client, custodian, and other contributor data integration with FactSet

Integration process overview

Recommendations for secure data transfer

Example data transfer and encryption scripts

Connectivity questionnaire for new transfers

ONDEMAND WEB SERVICE

User Guides

OnDemand Web Service User Guide

Templates OnDemand User Guide

Jupyter Notebooks

OnDemand Web Service Jupyter Notebooks

Applications

FactSet Workstation (General Release)

Download the General Release to install a version that is widely deployed across a sizable user base.

Please note that the FactSet Workstation MSI (includes Office Integration) and the Office Lite Add-in MSI cannot be installed on the same device.

The FactSet Workstation 64-bit MSI is compatible with Windows 64-bit and Office 64-bit or 32-bit.

Version: 2016.42D (2016.42.038.019) | Release Date: Aug 9, 2022

64-bit MSI (393 MB)

FactSet Workstation (Early Adopter)

Download the Early Adopter Release to take advantage of the most recent enhancements or require a specific new feature that is included in this version.

Please note that the FactSet Workstation MSI (includes Office Integration) and the Office Lite Add-in MSI cannot be installed on the same device.

The FactSet Workstation 64-bit MSI is compatible with Windows 64-bit and Office 64-bit or 32-bit.

Version: 2016.43B (2016.43.037.015) | Release Date: Aug 2, 2022

64-bit MSI (393 MB)

FactSet for iOS

Access research, news, quotes, watch lists, and company analytics from your iPhone, iPad, or iPod.

App Store

FactSet for Android

Access research, news, quotes, watch lists, and company analytics from your Android smartphone or tablet.

Google Play

FactSet Enterprise Hosting Citrix Communication

Used only in conjunction with FactSet Enterprise hosting. This allows the Enterprise hosted solution to gather required compliance information from the connected device as well as perform basic features in conjunction with an installed FactSet workstation.

FactSet Virtual Channel.msi