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  1. The FactSet Office Lite Add-in is designed for FactSet Web clients and uses two separate connections, DF (Real Time Exchange Data Feed) and HS (HTTPS Services). DF connectivity requires outbound-initiated connections via

  2. Find application download support for existing FactSet subscribers here, including all product documentation and support files.

  3. This add-in works in: Excel 2016 or later on Mac, Excel 2016 or later on Windows, Excel on the web. How to start add-ins directly within Office Online. You can launch any add-in within Office Online. Click here for step by step instructions.

  4. provides a single MSI installer which installs the FactSet Workstation as well as the FactSet Microsoft Office Add-ins. For more information about FactSet and our products, please see https://www.factset.com/about.

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    • Join.me Meetings for Office 365. The join.me add-in for Office 365 ensures a seamless way for Office 365 users to add join.me meeting details and also send invitations to calendar events.
  5. Leverage the power and intelligence of FactSet anytime, anywhere. Receive and share FactSets industry-leading content whenever and wherever you are in Microsoft Teams, Outlook or Microsoft 365.

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  7. With an installation of the FactSet Workstation, add-ins installed for Microsoft Office (2016, 2019, 2021, 365) including Excel, Word, PowerPoint, OneNote, and Outlook.