Pershing Financial Services vs. Envestnet | MoneyGuide
A side-by-side comparison based on G2 review data.
| Metric | Pershing Financial Services | Envestnet | MoneyGuide |
|---|---|---|
| Overall rating | 4.2 | 4.0 |
| Review count | 58 | 23 |
| Ease of use | 8.2 | 8.3 |
| Ease of setup | 7.9 | 8.0 |
| Quality of support | 8.3 | 7.9 |
| Meets requirements | 8.8 | 8.3 |
| NPS | 35.714286 | 36.363636 |
| Small Business | 29.3% | 82.6% |
| Mid-Market | 29.3% | 13.0% |
| Enterprise | 41.4% | 4.3% |
| Total page views | 179 | 242 |
| Total LLM citations | 351 | 800 |
Pershing Financial Services
NetX360 provides the technology to efficiently manage your business from CRM and client onboarding to operations and reporting.
Envestnet | MoneyGuide
Named the top choice of financial planning software for eight straight years, according to Financial Planning Magazine's annual survey. Why? We make financial planning engaging for the client.