Pershing Financial Services vs. RightCapital
A side-by-side comparison based on G2 review data.
| Metric | Pershing Financial Services | RightCapital |
|---|---|---|
| Overall rating | 4.2 | 4.6 |
| Review count | 58 | 14 |
| Ease of use | 8.2 | 9.2 |
| Ease of setup | 7.9 | 8.6 |
| Quality of support | 8.3 | 9.6 |
| Meets requirements | 8.8 | 9.5 |
| NPS | 35.714286 | 78.571429 |
| Small Business | 29.3% | 85.7% |
| Mid-Market | 29.3% | 14.3% |
| Enterprise | 41.4% | 0.0% |
| Total page views | 179 | 495 |
| Total LLM citations | 351 | 2,586 |
Pershing Financial Services
NetX360 provides the technology to efficiently manage your business from CRM and client onboarding to operations and reporting.
RightCapital
Founded in 2015, RightCapital is the fastest-growing financial planning software with the highest user satisfaction among advisors. Our modern, intuitive features make the financial planning process a breeze. From interactive retirement scenarios and tax-efficient distributions to insurance evaluation, student loan management and estate planning, we simplify the complexity of financial planning so anyone can understand how to plan for their future.