Pershing Financial Services vs. Orion Advisor Technology
A side-by-side comparison based on G2 review data.
| Metric | Pershing Financial Services | Orion Advisor Technology |
|---|---|---|
| Overall rating | 4.2 | 4.4 |
| Review count | 58 | 98 |
| Ease of use | 8.2 | 8.4 |
| Ease of setup | 7.9 | 8.2 |
| Quality of support | 8.3 | 8.1 |
| Meets requirements | 8.8 | 8.6 |
| NPS | 35.714286 | 65.306122 |
| Small Business | 29.3% | 66.3% |
| Mid-Market | 29.3% | 30.6% |
| Enterprise | 41.4% | 3.1% |
| Total page views | 179 | 775 |
| Total LLM citations | 351 | 8,404 |
Pershing Financial Services
NetX360 provides the technology to efficiently manage your business from CRM and client onboarding to operations and reporting.
Orion Advisor Technology
Orion is a comprehensive technology-enabled fiduciary solution designed to enhance the advisor-client relationship by streamlining the processes of Prospecting, Planning, Investing, and Achieving within a unified, technology-driven framework. This innovative platform integrates various brand entities, including Orion Advisor Tech, Orion Portfolio Solutions, Brinker, Redtail Technology, and Orion OCIO, to provide a holistic offering that empowers financial advisory firms to attract new clients and connect investment strategies more meaningfully to individual goals and outcomes.
- Ease of Use
- Setup Ease
- Reporting
- Functionality
- Customer Support
- Investment Management