Pershing Financial Services vs. fi360 Toolkit
A side-by-side comparison based on G2 review data.
| Metric | Pershing Financial Services | fi360 Toolkit |
|---|---|---|
| Overall rating | 4.2 | 4.0 |
| Review count | 58 | 11 |
| Ease of use | 8.2 | 8.4 |
| Ease of setup | 7.9 | 8.6 |
| Quality of support | 8.3 | 8.9 |
| Meets requirements | 8.8 | 8.4 |
| NPS | 35.714286 | 27.272727 |
| Small Business | 29.3% | 72.7% |
| Mid-Market | 29.3% | 9.1% |
| Enterprise | 41.4% | 18.2% |
| Total page views | 179 | 120 |
| Total LLM citations | 351 | 197 |
Pershing Financial Services
NetX360 provides the technology to efficiently manage your business from CRM and client onboarding to operations and reporting.
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