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# Altruist vs Pershing Financial Services Comparison - What are their main differences?

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AltruistPershing Financial Services[+ Add Product](#)

Pricing

**Altruist**
No pricing available

**Pershing Financial Services**
No pricing available

**Pricing Insights**
from reviews

Perceived Cost

**Altruist**
Not enough reviews yet

**Pershing Financial Services**
$$$$$

Average Discount

**Altruist**
Not enough reviews yet

**Pershing Financial Services**
Not enough reviews yet

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Time to Implement

**Altruist** 6 months
Based on 100 responses

**Pershing Financial Services** 6 months
Based on 100 responses

Return on Investment

**Altruist** 6 months
Based on 100 responses

**Pershing Financial Services** 6 months
Based on 100 responses

**Pros & Cons**
from reviews

**Altruist**

Customer Support (3)

Ease of Use (3)

**Pershing Financial Services**
Not enough data

Screenshots

**Altruist**
 ![Altruist screenshot](https://images.g2crowd.com/cdn-cgi/image/width=600,height=600,fit=scale-down,format=auto,onerror=redirect,/https://images.g2crowd.com/uploads/attachment/file/196705/altruist-account-opening.png)

**Pershing Financial Services**
No screenshot available

**Ratings**
from reviews

Meets Requirements

**Altruist**

**9.2** /10

Based on 10 responses

**Pershing Financial Services**

**8.6** /10

Based on 32 responses

Ease of Use

**Altruist**

**9.8** /10

Based on 10 responses

**Pershing Financial Services**

**7.9** /10

Based on 32 responses

Ease of Setup

**Altruist** Not enough data

**Pershing Financial Services** Not enough data

Ease of Admin

**Altruist** Not enough data

**Pershing Financial Services** Not enough data

Quality of Support

**Altruist**

**10.0** /10

Based on 10 responses

**Pershing Financial Services**

**8.0** /10

Based on 32 responses

Has the product been a good partner in doing business?

**Altruist** Not enough data

**Pershing Financial Services** Not enough data

Product Direction (% positive)

**Altruist**

**10.0** /10

Based on 8 responses

**Pershing Financial Services**

**8.5** /10

Based on 23 responses

**Features**
ratings from reviews

Investment Portfolio Management

**8.1** /10

Based on 6 responses

**8.3** /10

Based on 14 responses

CRM

Not enough data

**8.2** /10

Based on 6 responses

Investment Accounting

**9.9** /10

Based on 5 responses

Not enough data

User Insights

**Reviewers' Company Size**

Small-Business(50 or fewer emp.)
100.0%

Mid-Market(51-1000 emp.)
0%

Enterprise(\> 1000 emp.)
0%

Small-Business(50 or fewer emp.)
100.0%

Mid-Market(51-1000 emp.)
0%

Enterprise(\> 1000 emp.)
0%

Small-Business(50 or fewer emp.)
30.4%

Mid-Market(51-1000 emp.)
28.6%

Enterprise(\> 1000 emp.)
41.1%

Small-Business(50 or fewer emp.)
30.4%

Mid-Market(51-1000 emp.)
28.6%

Enterprise(\> 1000 emp.)
41.1%

**Reviewers' Industry**

[![Altruist](https://images.g2crowd.com/uploads/product/hd_favicon/624f8dd18b2f78a456f94e0aa9037e56/altruist.svg "Altruist")](https://www.g2.com/products/altruist/reviews)
Altruist

Financial Services
81.3%

Investment Management
18.8%

Other
0.0%

[![Pershing Financial Services](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_7cc8ee31435df928a51c619e030d08fd/pershing-financial-services.jpg "Pershing Financial Services")](https://www.g2.com/products/pershing-financial-services/reviews)
Pershing Financial Services

Financial Services
32.1%

Information Technology and Services
23.2%

Accounting
8.9%

Investment Banking
7.1%

Computer Software
5.4%

Other
23.2%

Alternatives

**Altruist Alternatives**

 ![Betterment at Work](https://images.g2crowd.com/uploads/product/hd_favicon/80255cbf814772b065215ac96c5aa13d/betterment-at-work.svg "Betterment at Work")

[
Betterment at Work
](/products/betterment-at-work/reviews)

 ![Morningstar Direct](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct.svg "Morningstar Direct")

[
Morningstar Direct
](/products/morningstar-direct/reviews)

 ![Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct-advisory-suite-formerly-advisor-workstation.svg "Morningstar Direct Advisory Suite (formerly Advisor Workstation)")

[
Morningstar Direct Advisory...
](/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews)

 ![Koyfin](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_2d734045120b900cbd749ae924da7481/koyfin.png "Koyfin")

[
Koyfin
](/products/koyfin/reviews)

**Pershing Financial Services Alternatives**

 ![Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct-advisory-suite-formerly-advisor-workstation.svg "Morningstar Direct Advisory Suite (formerly Advisor Workstation)")

[
Morningstar Direct Advisory...
](/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews)

 ![Morningstar Direct](https://images.g2crowd.com/uploads/product/hd_favicon/9aa6ec67e406c9e748b54d89d1f3a944/morningstar-direct.svg "Morningstar Direct")

[
Morningstar Direct
](/products/morningstar-direct/reviews)

 ![NetSuite](https://images.g2crowd.com/uploads/product/hd_favicon/4b02508eaf1eed7c1c991b5f0ce3fab7/oracle-netsuite.svg "NetSuite")

[
NetSuite
](/products/oracle-netsuite/reviews)

 ![Betterment at Work](https://images.g2crowd.com/uploads/product/hd_favicon/80255cbf814772b065215ac96c5aa13d/betterment-at-work.svg "Betterment at Work")

[
Betterment at Work
](/products/betterment-at-work/reviews)

## Altruist vs Pershing Financial Services FAQs

Generated using AI

Last updated: August 16, 2026

### What is the difference between Pershing Financial Services vs Altruist?

Altruist stands out from Pershing Financial Services with a higher G2 rating, stronger support, and superior ease of setup and use, according to reviewers.

| [Pershing Financial Services](https://www.g2.com/products/pershing-financial-services/reviews) | [Altruist](https://www.g2.com/products/altruist/reviews) |
| --- | --- |
| 4.2/5 (58 reviews) | 5.0/5 (16 reviews) |
| Enterprise | Small-Business |
| 6.0 | 7.0 |
| 8.0 | 10.0 |
| Customizable interface and broad product range | All-in-one platform, ease of use, and high-quality support |

### How do the pricing models of Pershing Financial Services and Altruist compare?

Altruist is rated as the stronger value by reviewers, with higher satisfaction on price and cost-related dimensions.

- **Pershing Financial Services:** Reviewers note fair pricing and cost-effectiveness for reporting and documentation, but mention that support can be slow at times.
- **Altruist:** Reviewers highlight the low total cost of use, affordable pricing, and the ability to replace multiple other applications, with no fees for many features after a certain threshold.
- **Switching reasons:** Recent reviewers cite Altruist's lower total cost and integrated features as key reasons for switching from legacy platforms.

### What are the best alternatives to Pershing Financial Services and Altruist?

The top 3 alternatives to Pershing Financial Services and Altruist are Betterment at Work, Morningstar Direct, and Morningstar Direct Advisory Suite.

| Product | G2 Rating (reviews) | Largest Segment | Pricing Insight | Top Reviewer-Cited Strength |
| --- | --- | --- | --- | --- |
| [Pershing Financial Services](https://www.g2.com/products/pershing-financial-services/reviews) | 4.2/5 (58 reviews) | Enterprise | Reviewers mention fair pricing for reporting and documentation | Customizable interface and broad product range |
| [Altruist](https://www.g2.com/products/altruist/reviews) | 5.0/5 (16 reviews) | Small-Business | Reviewers highlight low total cost and integrated features | All-in-one platform, ease of use, and high-quality support |
| [Betterment at Work](https://www.g2.com/products/betterment-at-work/reviews) | 4.3/5 (709 reviews) | Small-Business | — | — |
| [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) | 4.1/5 (426 reviews) | Small-Business | — | — |
| [Morningstar Direct Advisory Suite](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) | 4.1/5 (285 reviews) | Small-Business | — | — |

### Which Investment Portfolio Management features should I prioritize when comparing Pershing Financial Services and Altruist?

Buyers should prioritize Ease of Use, Quality of Support, Reporting, Integrations, and Implementation Experience when comparing Pershing Financial Services and Altruist.

- **Ease of Use:** Pershing Financial Services scores 7.9, Altruist scores 9.8.
- **Quality of Support:** Pershing Financial Services scores 8.0, Altruist scores 10.0.
- **Reporting:** Reporting is the most frequently mentioned feature in reviews for both products, with Altruist receiving specific praise for integrated reporting and performance tracking.
- **Integrations:** Altruist is cited for easy integrations and open-ended connectivity with advisor technologies.
- **Implementation Experience:** Altruist receives consistent praise for fast and intuitive setup, while Pershing Financial Services is noted for a steeper learning curve.

### What are the pros and cons of Pershing Financial Services vs Altruist?

Altruist's headline strength is its all-in-one platform and ease of use, while Pershing Financial Services is recognized for its customizable interface and broad product range.

- **Pershing Financial Services strengths:** Customizable interface, broad product and solution offering, secure and reliable platform, strong reporting and documentation tools.
- **Pershing Financial Services trade-offs:** Reviewers note a steeper learning curve, frequent updates, slower support response, and a mobile app that lags behind the web experience.
- **Altruist strengths:** All-in-one custodian and portfolio management, high-quality support (2 all-time mentions), ease of use (2 all-time mentions), efficient onboarding, integrated reporting, and intuitive user experience (2 all-time mentions).
- **Altruist trade-offs:** Reviewers mention limited account types and integrations as areas for ongoing development, but highlight rapid feature improvements and responsive support.

### Is Pershing Financial Services or Altruist better for small businesses?

Altruist is better suited for small businesses, as reflected by its largest reviewer segment and strong small-business sentiment.

- **Pershing Financial Services:** Largest segment is Enterprise; reviewers note it is less intuitive for small B2B operations and has a steeper learning curve for smaller teams.
- **Altruist:** Largest segment is Small-Business; reviewers consistently praise its suitability for independent advisors and small firms, citing easy onboarding and low barriers to entry.

### Which Investment Portfolio Management platform has better integrations?

Altruist is favored by reviewers for integrations, with specific mentions of easy integrations and open-ended connectivity.

- **Pershing Financial Services:** No recent reviewer-cited integrations.
- **Altruist:** Reviewers mention integrations with advisor technologies and highlight easy integrations, with 1 all-time mention for integrations and 1 for easy integrations.

### How do Pershing Financial Services and Altruist compare on customer support?

Altruist outperforms Pershing Financial Services on Quality of Support by a material margin, with scores of 10.0 versus 8.0.

- **Pershing Financial Services:** Reviewers describe support as generally helpful but note slow response times and a need for a larger support team.
- **Altruist:** Reviewers consistently praise high-quality, responsive, and knowledgeable support, with 2 all-time mentions for customer support.

### Which is easier to implement, Pershing Financial Services or Altruist?

Altruist is easier to implement than Pershing Financial Services, with a higher Ease of Setup score (7.0 vs 6.0).

- **Pershing Financial Services:** Reviewers note that setup is straightforward but requires pre-training and has a steeper learning curve, especially for small teams.
- **Altruist:** Reviewers highlight fast, intuitive setup and onboarding, with multiple mentions of being able to open accounts in minutes and minimal paperwork.

### Which product has better Reporting?

Altruist is favored for Reporting, with reviewers highlighting integrated performance reporting and ease of use.

- **Pershing Financial Services:** Reviewers cite strong reporting and documentation tools, with reporting solutions helping to gain deeper insights from multiple sources.
- **Altruist:** Reviewers specifically mention reporting as a key strength (1 all-time mention), with integrated performance reporting, custom benchmarks, and automated reporting features praised in recent reviews.

## Altruist vs Pershing Financial Services

- Reviewers felt that Altruist meets the needs of their business better than Pershing Financial Services.
- When comparing quality of ongoing product support, reviewers felt that Altruist is the preferred option.
- For feature updates and roadmaps, our reviewers preferred the direction of Altruist over Pershing Financial Services.