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

Applications

FactSet (General Release)

Download the General Release if you wish to install a FactSet Framework that is widely deployed across a sizable user base. It is recommended to download and install the 64-bit MSI for any 64-bit Windows version listed below. The 64-bit MSI supports any 64-bit or 32-bit Microsoft Office version listed below. The 32-bit MSI is required for any 32-bit Windows version listed below.

FactSet Release:  2016.12.114.040 | Updated: Nov 13, 2018

FactSet (Early Adopter)

Download the Early Adopter Release if you wish to take advantage of the most recent enhancements to FactSet, or you are in need of a specific new feature that is part of this release.

It is recommended to download and install the 64-bit MSI for any 64-bit Windows version listed below. The 64-bit MSI supports any 64-bit or 32-bit Microsoft Office version listed below. The 32-bit MSI is required for any 32-bit Windows version listed below.

FactSet Release:  2016.13.101.044 | Updated: Nov 12, 2018

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 for BlackBerry

Access research, news, quotes, watch lists, and company analytics from your BlackBerry 10 smartphone.

Real-Time Exchange DataFeed

Windows Toolkit installer

Use the Windows Installer to install the latest version of any toolkit, or choose individual packages below.

COM Developer API/Toolkit Manual
Java Developer Linux API/Toolkit Manual
.NET Developer API/Toolkit Manual
Broadcast Feed C# API/Toolkit
Exchange DataFeed Snapshot
Tick History OnDemand
Data Service Manual

Statistical Package Integration

MATLAB/R Integration V3.5 User Guides
MATLAB Integration V3.5 Downloads

There are syntax changes in V3.0+ that will affect any pre-existing scripts you have built. Minimum MATLAB version supported is R2010b.

R Integration V3.5 Downloads

Note: R Version 3.5 not compatible with version 3.5 of the FactSet plugin.

OnDemand Developer's Toolkit V3.5 User Guides
OnDemand Developer's Toolkit V3.5 Downloads
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