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Compare Altruist and Pershing Financial Services 
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At a Glance
Market Segments
Small-Business (100.0% of reviews)
Enterprise (41.1% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
Altruist
Star Rating
(16)5.0 out of 5
Market Segments
Small-Business (100.0% of reviews)
Entry-Level Pricing
No pricing available
Learn more about AltruistPershing Financial Services
Star Rating
(58)4.2 out of 5
Market Segments
Enterprise (41.1% of reviews)
Entry-Level Pricing
No pricing available
Learn more about Pershing Financial ServicesSummary
AI Generated Summary
AI-generated. Powered by real user reviews.
- Users report that Altruist excels in ease of use with a perfect score of 10.0, while Pershing Financial Services has a lower score of 7.9. Reviewers mention that Altruist's intuitive interface significantly reduces the learning curve for new users.
- Reviewers say that Altruist offers superior customer support, achieving a perfect score of 10.0 compared to Pershing's score of 8.0. Users on G2 highlight the responsiveness and helpfulness of Altruist's support team as a key differentiator.
- G2 users mention that Pershing Financial Services has a strong focus on enterprise-level features, reflected in its 4.2 star rating, while Altruist, with a 5.0 star rating, is tailored more towards small businesses, making it a better fit for startups and smaller firms.
- Users say that Altruist shines in customizable reporting with a score of 8.3, while Pershing Financial Services has a slightly lower score of 8.0. Reviewers mention that Altruist's reporting tools allow for more flexibility and personalization, which is crucial for small businesses.
- Reviewers mention that Pershing Financial Services has robust investment accounting features, scoring 8.6, which is essential for larger enterprises managing complex portfolios. In contrast, Altruist's focus is more on user-friendly features that cater to smaller firms.
- Users report that Altruist's mobile user support is rated at 8.7, making it easier for users to manage their accounts on the go, while Pershing Financial Services does not emphasize mobile functionality as strongly, which may be a drawback for users who prioritize mobile access.
Pricing
Entry-Level Pricing
Altruist
No pricing availablePershing Financial Services
No pricing availableFree Trial
Altruist
No trial information availablePershing Financial Services
No trial information availableRatings
Meets Requirements
9.2
10
8.6
32
Ease of Use
9.8
10
7.9
32
Ease of Setup
Not enough data
Not enough data
Ease of Admin
Not enough data
Not enough data
Quality of Support
10.0
10
8.0
32
Has the product been a good partner in doing business?
Not enough data
Not enough data
Product Direction (% positive)
10.0
8
8.5
23
Features by Category
Sales Force Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
8.0
5
Not enough data
8.7
5
Not enough data
Not enough data
Not enough data
8.6
6
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
8.0
5
Marketing Automation
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Customer Support
Not enough data
8.0
5
Not enough data
8.3
5
Not enough data
8.0
5
Not enough data
Not enough data
Not enough data
Not enough data
Reporting & Analytics
Not enough data
8.0
5
Not enough data
8.0
5
Not enough data
Not enough data
Mobile & Social
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
8.7
5
Platform
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Integration
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Generative AI
Not enough data
Not enough data
Agentic AI - CRM
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Market Intelligence
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Trading Operations
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Agentic AI - Brokerage Trading Platforms
Not enough data
Not enough data
Not enough data
Not enough data
Functionality
9.7
5
8.3
14
5.0
5
7.6
13
9.3
5
8.3
13
9.4
6
8.6
14
8.9
6
8.6
14
Feature Not Available
8.3
14
Not enough data
Not enough data
Integration
8.1
6
7.8
13
Feature Not Available
8.5
13
6.1
6
8.5
13
Agentic AI - Investment Portfolio Management
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Additional Functionality
10.0
5
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Not enough data
Platform Content
Not enough data
Not enough data
Platform Data
9.7
5
Not enough data
Platform Interoperability
Not enough data
Not enough data
Platform Performance
10.0
5
Not enough data
Categories
Categories
Shared Categories
Altruist and Pershing Financial Services are categorized as Investment Portfolio Management
Unique Categories
Altruist is categorized as Brokerage Trading Platforms and Investment Accounting
Pershing Financial Services is categorized as CRM
Reviews
Reviewers' Company Size
Altruist
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Pershing Financial Services
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Financial Services
81.3%
Investment Management
18.8%
‐
‐
‐
Other
0.0%
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
Discussions
Altruist has no discussions with answers
Pershing Financial Services has no discussions with answers
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