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Morningstar Office VS Pershing Financial Services

Compare Morningstar Office VS Pershing Financial Services and see what are their differences

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Morningstar Office logo Morningstar Office

Experience a better way to run your business using Morningstar Office Cloud, web-based portfolio management software for RIAs.

Pershing Financial Services logo Pershing Financial Services

BNY Mellon’s Pershing gives worldwide monetary answers for counsels, resource administrators, specialist vendors, family workplaces, reserve chiefs, enlisted speculation consultant firms, and abundance directors.
  • Morningstar Office Landing page
    Landing page //
    2023-07-05
  • Pershing Financial Services Landing page
    Landing page //
    2023-05-12

Category Popularity

0-100% (relative to Morningstar Office and Pershing Financial Services)

Morningstar Office

Pershing Financial Services

Trading
44 44%
Trading
56% 56
Finance
44 44%
Finance
56% 56
Tool
45 45%
Tool
55% 55
Investing
42 42%
Investing
58% 58

User comments

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What are some alternatives?

When comparing Morningstar Office and Pershing Financial Services, you can also consider the following products

CXi-Registry - CXi-Registry is a fund administration software that helps an investor registry streamline and automate its back-office work.

eMoney - eMoney is software that provides shippers an innovative source for their end-to-end encrypted transactions.

Riskalyze - Riskalyze is a quantitative system for identifying client risk tolerance, aligning portfolios to client expectations, and quantifying the suitability of investments.

Backstop Solutions - Backstop Solutions Group provides CRM software suites for investment managers, portfolio managers, hedge funds, funds of hedge funds, endowments, pensions, and more.

Morningstar Advisor Workstation - Morningstar Advisor Workstation helps people settle on better speculation choices all alone with evenhanded, free information, and investigation.

HiddenLevers - HiddenLevers gives genuine business insight to C-Suites of financial institutions, customers, and productivity from the whole firm right down to the individual’s business.

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