FactSet Pricing Calculator 2026
Estimate your total cost including hidden fees
The FactSet pricing calculator at CostBench estimates true total cost of ownership, factoring in implementation, support, training, and hidden costs that add ~35% beyond the advertised $333–$2.5K/user/year pricing.
Your actual FactSet cost depends on team size, tier selection, contract length, and add-ons. Enter your specifics below to get a personalized breakdown with Year 1 and ongoing costs.
- Base pricing: 4 tiers available, $333–$2.5K/user/year
- Annual savings: Typically 17% off with annual billing
- Implementation: $500–$2,000 per user
- Support fees: ~20% of license cost for premium support
- Training: $500 per user for onboarding and training
Compared to other financial data & terminals tools, FactSet is premium-priced. Hidden costs typically add 35% to the advertised price across the industry.
FactSet pricing ranges from $333 to $2500 per user/year as of May 2026. FactSet offers 4 pricing tiers. Hidden costs include enterprise license and per-user fees, portfolio, risk, and reporting add-on modules, which can add 30-60% to the base license fee. Pricing verified from 12 sources by CostBench.
Your Estimate
Cost Breakdown
Includes one-time costs (implementation, training)
FactSet Pricing by Team Size
Here's what FactSet costs for different team sizes, based on the FactSet Workstation Standard plan:
| Team Size | Monthly Cost | Annual Cost |
|---|---|---|
| 5 users | $5,000/mo | $60,000/yr |
| 10 users | $10,000/mo | $120,000/yr |
| 25 users | $25,000/mo | $300,000/yr |
| 50 users | $50,000/mo | $600,000/yr |
| 100 users | $100,000/mo | $1,200,000/yr |
| 250 users | $250,000/mo | $3,000,000/yr |
| 500 users | $500,000/mo | $6,000,000/yr |
Prices based on FactSet FactSet Workstation Standard plan at $1000/user/year. Verified April 2026.
Real-World FactSet Cost Examples
Individual Buy-Side Analyst
$18,000$18,000-$24,000/year (Standard + Estimates + exchange feeds)
Portfolio analyst needing company data, estimates, and Excel integration
Equity Research Team (5 Users)
$100,000$100,000-$150,000/year ($20,000-$30,000/user with volume discount)
Research team with shared data needs and screening requirements
Enterprise (50+ Users)
$750,000$750,000-$1.5M+/year (Enterprise pricing + full feeds + API)
Large asset manager with quant strategies and API needs
Small Analyst Team — Basic (5 users)
$19,980$19,980/year ($333/user/month × 5 users × 12 months, before enterprise global license and add-ons)
5 research analysts on FactSet Workstation Basic for fundamental data and screening. Does not include add-on modules for portfolio management or risk.
CURRENT TIER DATAMid-Size Investment Firm — Standard (10 users)
$120,000$120,000/year ($1,000/user/month × 10 users × 12 months, before enterprise global license and add-ons)
10 portfolio managers and analysts on FactSet Workstation Standard. Add-on modules for portfolio management, risk, and reporting will increase total cost significantly beyond the base figure.
CURRENT TIER DATACompare at This Team Size
Frequently Asked Questions
01 How accurate is this FactSet pricing calculator?
This calculator uses official FactSet pricing data verified as of 2026-04-21. Hidden cost estimates are based on 2 verified cost categories from real user reports. Actual costs may vary based on negotiated discounts, specific feature requirements, and implementation complexity.
02 What hidden costs should I include in my FactSet budget?
Our calculator includes 2 verified hidden cost categories for FactSet: Enterprise License and Per-User Fees, Portfolio, Risk, and Reporting Add-On Modules. Toggle each to see how they affect your total cost.
03 Should I choose monthly or annual billing for FactSet?
Annual billing typically saves 15-20% compared to monthly rates. However, monthly billing provides flexibility if you're testing the platform or have fluctuating team sizes. Commit annually only once you've validated the tool fits your needs.
04 How do I know which FactSet tier I need?
Start with your must-have features. FactSet offers 4 tiers ranging from $333 to $2500/user/year. Entry tiers work for basic needs, while enterprise tiers add advanced security, customization, and support.
05 Can I negotiate FactSet pricing below calculator estimates?
Yes, FactSet pricing is negotiable. Most companies save 15-30% off list prices through negotiation, especially for larger deployments or multi-year commitments. See our negotiation guide for tactics.