Pershing Financial Services Reviews & Product Details

Pershing Financial Services Overview

What is Pershing Financial Services?

NetX360 provides the technology to efficiently manage your business from CRM and client onboarding to operations and reporting.

Pershing Financial Services Details
Product Description

NetX360 provides the technology to efficiently manage your business from CRM and client onboarding to operations and reporting.


Seller Details
Seller
Pershing LLC
Company Website
Twitter
@Pershing
6,803 Twitter followers
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Pershing Financial Services Reviews

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Vice President, Senior Compliance Officer
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
UF
Mid-Market(51-1000 emp.)
Validated Reviewer
Verified Current User
Review source: Invitation from G2
What do you like best?

Able to call in to provide answers to questions I have. Review collected by and hosted on G2.com.

What do you dislike?

Sometimes has a long hold time and sometimes get conflicting answers. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

Answers to tranfer issues or what paperwork is required. Review collected by and hosted on G2.com.

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Financial Advisor
Financial Services
Enterprise(> 1000 emp.)
Validated Reviewer
Review source: Invitation from G2
What do you like best?

I like the mobile app for my ipad and iphone Review collected by and hosted on G2.com.

What do you dislike?

The limited abilities using the mobile app including clunky trading capabilities. I would broad trading and easier navigation of the tools available through the mobile app. Give it more of a feel like the desktop version but with the look and feel of the mobile app. Review collected by and hosted on G2.com.

Recommendations to others considering the product:

Again I would love to see a more robust capability platform available using the mobile application, it feels like a watered down tool, and if we want true mobility with our practice we need to have all of the features available for us. Review collected by and hosted on G2.com.

What problems are you solving with the product? What benefits have you realized?

The ability for me to meet with clients on the go and review documetns for the their accounts Review collected by and hosted on G2.com.

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