Top 10 Pershing Financial Services Alternatives & Competitors

Top 10 Alternatives to Pershing Financial Services Recently Reviewed By G2 Community

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Morningstar Direct
By Morningstar
4/5
(405)
Product Description
Portfolio Management: Morningstar Direct Lens lets you create, edit, and analyze portfolios quickly and efficiently using a clear, intuitive interface. Portfolio Marketing: Tell your stories using Morningstar data and analytics to distill complex investment information into clear, custom-branded reports, product-comparisons, and presentations. Due Diligence: See how you’re doing, how others match up, and which investments are best in class with the Performance Reporting module. It offers streamlined, automated due diligence and easy-to-read reports, so you never lose track of your place in the world.  Data and Research: See the markets through thousands of different lenses, including exclusive Morningstar datapoints such as Analyst ratings, fund flow data, and firm diversity data to find investments that fuel your strategies.   And More: From asset allocation and investment selection, to advanced analytics and pre-built data sets, Direct is the industry standard.
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Reviewers say compared to Pershing Financial Services, Morningstar Direct is:
More expensive
Categories in common with Pershing Financial Services:
Investment Portfolio Management

Morningstar Direct Advisory Suite (formerly Advisor Workstation)
By Morningstar
4.1/5
(275)
Product Description
Built for productivity, Direct Advisory Suite (formerly Advisor Workstation) supports advisors with the latest Morningstar investment data, tools, and reports to serve existing clients and generate new business. Seamless integration with popular advisor systems automatically brings in current client and account data for the clearest view of your book of business.
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Reviewers say compared to Pershing Financial Services, Morningstar Direct Advisory Suite (formerly Advisor Workstation) is:
More expensive
Categories in common with Pershing Financial Services:
Investment Portfolio Management

NetSuite
By Oracle
4.1/5
(4,503)
Product Description
NetSuite is a cloud ERP solution, providing a suite of applications, from accounting and financial planning, to warehouse management, ecommerce, inventory management and beyond.
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Reviewers say compared to Pershing Financial Services, NetSuite is:
More expensive
Categories in common with Pershing Financial Services:
CRM
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Salesforce Sales Cloud
By Salesforce
4.4/5
(25,423)
Product Description
Sell faster, smarter, and more efficiently with AI + Data + CRM. Boost productivity and grow in a whole new way with Sales Cloud.
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Reviewers say compared to Pershing Financial Services, Salesforce Sales Cloud is:
More expensive
More usable
Better at meeting requirements
Categories in common with Pershing Financial Services:
CRM

Bitrix24
By Bitrix24
4.1/5
(596)
Product Description
Bitrix24 is an AI-powered online workspace designed to help businesses manage their clients, sales, projects, and teams. Bitrix24 replaces a multitude of apps and services with a single, flat-fee solution (no per-user charge).
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Reviewers say compared to Pershing Financial Services, Bitrix24 is:
More usable
Categories in common with Pershing Financial Services:
CRM

ActiveCampaign
By ActiveCampaign
4.5/5
(14,581)
Product Description
ActiveCampaign offers effortless email and marketing automation. Grow your business with AI-powered automations that suggest, personalize, and validate your marketing campaigns. With hundreds of automation triggers and actions, conditional routing, and an AI-powered drag-and-drop builder, you can create deeper automations than the competition, faster.
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Reviewers say compared to Pershing Financial Services, ActiveCampaign is:
Better at support
More usable
Better at meeting requirements
Categories in common with Pershing Financial Services:
CRM

HubSpot Sales Hub
By HubSpot
4.4/5
(13,499)
Product Description
Sales Hub is a modern sales software that helps teams build pipeline, accelerate deal velocity, and create stronger customer connections. Powered by HubSpot’s Smart CRM, it combines AI, automation, and insights in one easy-to-use platform, so reps can sell smarter and scale without added complexity.
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Reviewers say compared to Pershing Financial Services, HubSpot Sales Hub is:
More usable
Better at support
Better at meeting requirements
Categories in common with Pershing Financial Services:
CRM

Instantly
By Instantly
4.8/5
(4,008)
Product Description
Instantly Helps Automate Your B2B Email Outreach Forever.
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Reviewers say compared to Pershing Financial Services, Instantly is:
Better at support
More usable
More expensive
Categories in common with Pershing Financial Services:
CRM

Pipedrive
By Pipedrive
4.3/5
(2,892)
Product Description
Pipedrive is a web-based sales CRM software that lets sales teams track pipelines, optimize leads, manage deals and automate their entire sales process so they can focus on selling. Pipedrive’s simple interface empowers salespeople to streamline workflows and unite their sales tasks in one workspace. And with AI-powered features that offer personalized tips, winning and renewing deals has never been easier.
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Reviewers say compared to Pershing Financial Services, Pipedrive is:
More usable
Better at support
Categories in common with Pershing Financial Services:
CRM

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