FactSet
45 Glover Avenue 7th Floor,
Norwalk, 6850, CT,
United States
Norwalk, 6850, CT,
United States
1 203-810-1000
Professional Services
FactSet Technographics
FactSet Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by FactSet and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 12886 FactSet employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that FactSet has purchased the following applications: Microsoft Dynamics AX for ERP Financial in 2005, Workday Absence Management for Absence and Leave Management in 2022, Microsoft Power BI for Analytics and BI in 2012 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems FactSet is running and its propensity to invest more and deepen its relationship with Microsoft , Workday , SAP or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing FactSet revenues, which have grown to $2.32 billion in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for FactSet intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
FactSet Tech Stack and Enterprise Applications
FactSet ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Dynamics AX | ERP Financial | ERP Financial Management | n/a | 2005 | 2005 |
In 2005, FactSet implemented Microsoft Dynamics AX as an ERP Financial application for the Finance Department. Microsoft Dynamics AX was configured to provide core financial management capabilities including general ledger, accounts payable, accounts receivable, fixed asset management, and statutory and management reporting. The deployment established a single financial application footprint to support a centralized chart of accounts and period close workflows within FactSet's finance organization.
The implementation followed mid 2000s ERP deployment patterns, provisioned within the corporate IT environment and designed to support consolidated reporting processes. Microsoft Dynamics AX's configuration emphasized role based security, workflow orchestration for approvals, and batch processing for high volume financial transactions. Governance focused on finance led configuration control, standardized month end close procedures, and reconciliation workflows to operationalize financial controls and process discipline.
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ERP Financial | ERP Financial Management |
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2019 | 2020 |
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Expense Management | ERP Financial Management |
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2012 | 2012 |
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FactSet HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Workday | Legacy | Workday Absence Management | Absence and Leave Management | HCM | n/a | 2022 | 2022 |
In 2022, FactSet implemented Workday Absence Management as part of its broader Workday HCM program. The deployment targeted Absence and Leave Management functionality and was coordinated by an interdepartmental HR team with a Lead Workday Specialist role located in Norwalk, CT supporting Learning, Performance, Absence and Time Tracking modules.
Workday Absence Management configuration work included requirements gathering, testing, and the creation and maintenance of absence plans and leave types, along with business process configuration and reporting. The team performed regular data audits and validation, modified and created Workday reports, and maintained configuration for Positions, Hierarchies and Supervisory Orgs to ensure accurate time and absence calculations and approvals.
Integrations and operational tooling cited in the implementation used Workday Cloud Connect and EIB for data exchange and system interfaces, enabling payroll and HR data flows consistent with Absence and Leave Management workflows. The implementation also involved collaboration with Total Rewards and business leaders, and engagement with the Workday Community and Area User groups to track and resolve product issues.
Governance practices for the Workday Absence Management rollout included a structured release cadence aligned to the twice or thrice yearly Workday releases, formal documentation and change management for new functionality, and an ongoing support model to troubleshoot user issues and update procedures across HR and the wider organization.
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Core HR | HCM |
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2019 | 2020 |
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Learning and Development | HCM |
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2019 | 2020 |
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Payroll | HCM |
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2019 | 2020 |
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Performance and Goal Management | HCM |
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2019 | 2020 |
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Recruiting, Applicant Tracking System | HCM |
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2019 | 2020 |
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Time and Attendance | HCM |
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2019 | 2020 |
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FactSet Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Power BI | Analytics and BI | Analytics and BI | n/a | 2012 | 2018 |
In 2012, FactSet implemented Microsoft Power BI to support Analytics and BI workflows across its data engineering and research functions. Microsoft Power BI was integrated into an existing visualization stack alongside Tableau Software and D3, providing interactive dashboards and graph visualizations.
Implementation focused on connecting Microsoft Power BI to a pre-connected, structured data lake that underpinned data collection, manipulation, and enrichment efforts oriented towards creating knowledge graphs and pre-connected data assets. Power BI visualizations were used to surface graph relationships and profile views, while Natural Language Generation consumed the structured data lake to produce memos, reports, and entity profiles.
Power BI consumption was combined with geospatial processing through ArcGIS and ArcMap workflows, leveraging ESRI APIs for geocoding and creating layered map visualizations. Data ingestion pipelines included web scraping and crawling implemented with PHP scripts and third-party software Connotate, which fed enriched records into the data lake and subsequently into Analytics and BI dashboards.
Operational scope emphasized analytics, research, and data engineering teams, with governance practices oriented toward curated datasets, visualization standards, and scheduled refresh cycles to maintain pre-connected assets. The implementation stitched Microsoft Power BI, visualization libraries, geocoding services, and NLG outputs into a unified Analytics and BI reporting fabric.
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Analytics and BI | Analytics and BI |
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2022 | 2022 |
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FactSet Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Audio Video and Web Conferencing | Collaboration |
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2021 | 2021 |
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Collaboration | Collaboration |
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2021 | 2021 |
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FactSet Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2021 | 2021 |
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Web Content Management | Content Management |
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2021 | 2021 |
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FactSet CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Account Based Marketing | CRM |
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2020 | 2020 |
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CRM | CRM |
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2016 | 2016 |
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Digital Advertising Platform | CRM |
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2021 | 2021 |
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Digital Advertising Platform | CRM |
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2022 | 2022 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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FactSet IT Asset Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Hardware Asset Management (HAM), Software Asset Management (SAM), IT Asset Management (ITAM), SaaS Spend Management | IT Asset Management |
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2019 | 2019 |
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FactSet ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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IT Service Management | ITSM |
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2020 | 2020 |
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FactSet PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Master Data Management | PaaS |
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2021 | 2021 |
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FactSet IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Database Management | IaaS |
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2022 | 2022 |
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FactSet CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at FactSet
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by FactSet Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from FactSet IT executives and key decision makers. This section highlights FactSet's latest recorded technology evaluations, including Shopit Commerce for eCommerce on 2026-03-23, Amazon EC2 for Application Hosting and Computing Services on 2026-03-17, and Slack Connect for Collaboration on 2026-03-09. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the FactSet digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD FactSet Technographics
FactSet is a Professional Services organization based in United States,
with around 12886 employees and annual revenues of $2.32 billion.
FactSet operates a diverse technology stack with applications such as
Microsoft Dynamics AX, Workday Absence Management and Microsoft Power BI,
covering areas like ERP Financial, Absence and Leave Management and Analytics and BI.
FactSet has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Microsoft and Workday.
FactSet recently adopted applications including
Workday Absence Management in 2022, Dremio Community Edition in 2022 and Magnite (ex Rubicon Project) in 2022,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of FactSet’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates FactSet’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete FactSet technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.