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FactSet Workstation

FactSet Workstation is a dynamic financial data platform providing seamless data access, advanced analytics, and Microsoft Office integration for investment banking and research workflows. It supports Citrix, Terminal Server, and Virtual Machine environments and includes features like DealMaven, ExcelConnect, ActivePublishing, and VB API access.
Latest: 2016.70.035.016
Last checked: Feb 9, 2026 1:11pm
Rank: 396/15140
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Overview

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License: UnknownInstaller: MSIWinget: Available

Version & Lifecycle

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Current: 2016.70.035.016 N-2: 2016.69.068.020 Avg cadence: Every 34 days

Top Contributors

Top sitewide contributors:

  1. Anbarasan
  2. nico_k
  3. Bob
  4. Vigneshwaran

Community Notes

Deployment tip • May 16, 2026
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FactSet Workstation Office-add-in update handling

For managed FactSet Workstation updates, treat Microsoft Office as part of the deployment dependency chain. FactSet integrates with Excel, and silent installation can fail if Excel is running, so close EXCEL.EXE before installing or updating the workstation package.

This is especially important for finance desktops where Excel sessions may stay open all day: use Intune, ConfigMgr, or PSADT user deferral/conflicting-process handling rather than forcing an update while workbooks and add-ins are loaded.

Official source: FactSet Workstation product page.

Silent install note • April 21, 2026
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FactSet Workstation silent install and Excel-conflict note

For silent deployment of FactSet Workstation, use the MSI installer with quiet MSI logging and per-machine scope, for example msiexec /i FactSet_Workstation.msi /qn ALLUSERS=1 /l*v "%WINDIR%\Temp\FactSet-Workstation-install.log". If your package uses a transform, keep FactSet-specific folder properties such as FACTSET_PROGRAMDIR and FACTSET_FACTSETDIR in the transform or deployment command so upgrades inherit the same layout.

Close Microsoft Excel before running a required or silent FactSet Workstation install/update. FactSet integrates with Excel, and a silent MSI deployment can fail when Excel is still running, so Intune, ConfigMgr, RMM, or PSADT packages should treat EXCEL.EXE as a conflicting process and prompt/close it before starting the MSI.

Release Notes & Updates

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FactSetWorkstation

Packaging Notes

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Supports all re-packaging and IT environments; requires administrative rights for initial install but not for use; integrates with Microsoft Office add-ins

Notes

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FactSet OnlineComponents ensures users run up-to-date client releases; IT administrators typically update MSI package once per year.