fi360 Toolkit vs. Pershing Financial Services
A side-by-side comparison based on G2 review data.
| Metric | fi360 Toolkit | Pershing Financial Services |
|---|---|---|
| Overall rating | 4.0 | 4.2 |
| Review count | 11 | 58 |
| Ease of use | 8.4 | 8.2 |
| Ease of setup | 8.6 | 7.9 |
| Quality of support | 8.9 | 8.3 |
| Meets requirements | 8.4 | 8.8 |
| NPS | 27.272727 | 35.714286 |
| Small Business | 72.7% | 29.3% |
| Mid-Market | 9.1% | 29.3% |
| Enterprise | 18.2% | 41.4% |
| Total page views | 120 | 179 |
| Total LLM citations | 197 | 351 |
fi360 Toolkit
The fi360 Toolkit simplifies your processes to meet industry best practices and fiduciary principles. It delivers reports that clients will use and understand. Back office features allow for firm-wide views of investments.
- Investment Management
- Data Analysis
Pershing Financial Services
NetX360 provides the technology to efficiently manage your business from CRM and client onboarding to operations and reporting.