SUPPORT DOWNLOADS

Product documentation and support files for existing FactSet subscribers.

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.

FactSet Workstation: Quick Start Installation Guide
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
FactSet Workstation: OnlineComponents Cache Folder
  • Expedite FactSet upgrades via OnlineComponents
  • Reduce bandwidth requirements
FactSet Workstation: App-V Sequencing Guide
Step-by-step instructions for sequencing FactSet with Microsoft’s App-V.
FactSet Workstation: Framework Lifecycle Policy
  • Lifecycle Policy Overview
  • Updating FactSet using OnlineComponents
  • Upgrade recommendations
FactSet Workstation: Framework Lifecycle Policy and FactSet OnlineComponents
  • Lifecycle Policy Overview
  • Updating FactSet using OnlineComponents
  • Early Adopter vs General Release
  • Upgrade recommendations
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

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

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

FactSet for iOS

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

FactSet for Android

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

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.

Real-Time Exchange DataFeed

Statistical Package Integration

MATLAB/R Integration V3.6.2 User Guides
MATLAB Integration V3.6.2 Downloads
R Integration V3.6.2 Downloads
OnDemand Developer's Toolkit V3.6.2 Downloads