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FactSet Downloads

User Guides and Applications

User Guides and Applications

Have a FactSet Subscription?

Download PDF user guides and FactSet software below.

User Guides

FactSet Technology Overview Guide (English)

FactSet Technology Overview Guide (Japanese)

Includes discussion of the following topics

  • FactSet software suite overview
  • System requirements
  • Network, routing and firewall setup
  • FactSet Internet Infrastructure

FactSet Managed Infrastructure Order Form (English) 

FactSet Managed Infrastructure Order Form (Japanese)

For clients purchasing FactSet Managed Infrastructure (WAN)

 FactSet Quick Start Installation Guide

Provides installation instructions for end users

FactSet Installation Guide

Provides installation and upgrade instructions for IT professionals

  • Repackaging and transforms
  • Citrix/XenApp and Terminal Server environments
  • FactSet Troubleshooting Utility

FactSet Compatibility Table

Software compatibility and requirements for the FactSet Workstation.

  • Microsoft Windows OS
  • Citrix/XenApp
  • Microsoft Office
  • IE
  • Adobe Reader/Acrobat
  • Microsoft .NET Framework

Framework Lifecycle Policy

Short guide introducing:

  • Framework Lifecycle Policy
  • OnlineComponents
  • Upgrade recommendations

Framework Lifecycle Policy and FactSet OnlineComponents

Detailed document covering the following topics:

  • Framework Lifecycle Policy
  • Updating FactSet using OnlineComponents
  • Installed Version vs FactSet Version
  • Early Adopter vs General Release
  • Upgrade recommendations

FactSet OnlineComponents Cache Folder

Provides instructions for implementation of the OnlineComponents cache folder

FactSet App-V Sequencing Guide

Provides Microsoft App-V sequencing instructions for IT professionals

  • Step by step sequencing guide
  • Dynamic Configuration
  • Please note that FactSet deployed using App-V is currently not compatible with 64-bit versions of Microsoft Office

FactSet Connect Instructions

Provides instructions for accessing FactSet Connect

FactSet Troubleshooting Guide

  • FactSet Troubleshooting Utility
  • Connectivity Issues
  • Office Add-in Issues
  • Installation Issues

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
Application Downloads

FactSet (General Release)

Download (64-bit MSI - 303 MB)

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 Framework 2016
OnlineComponents Overlay 2016.9.155.045
Last updated May 8, 2018
Windows Versions  7, 8, 8.1, 10, 2008 R2, 2012, 2012 R2, 2016 32-bit or 64-bit
Office/O365 Versions 2010 SP2, 2013, 2016 32-bit or 64-bit
Supported .NET Framework 4.5.2, 4.6, 4.6.1, 4.6.2, 4.7.1

Download (32-bit MSI - 189 MB)
 * Only recommended for 32-bit OS

FactSet for iOS


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


FactSet for Android

Google Play

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


FactSet for BlackBerry

BlackBerry World (10 OS)

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