--- title: Pershing Financial Services Reviews meta_title: 'Pershing Financial Services Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 58 reviews by the users' company size, role or industry to find out how Pershing Financial Services works for a business like yours. aggregate_rating: rating_value: 4.2 review_count: 58 scale: '5' date_modified: '2026-06-15' parent_category: name: Financial Services url: https://www.g2.com/categories/financial-services --- # Pershing Financial Services Reviews **Vendor:** Pershing a BNY Mellon **Category:** [Investment Portfolio Management Software](https://www.g2.com/categories/investment-portfolio-management) **Average Rating:** 4.2/5.0 **Total Reviews:** 58 ## About Pershing Financial Services NetX360 provides the technology to efficiently manage your business from CRM and client onboarding to operations and reporting. ## Pershing Financial Services Reviews ### 1. Community Sales Advisor **Rating:** 5.0/5.0 stars **Reviewed by:** Lonell R. | Enterprise (> 1000 emp.) **Reviewed Date:** March 27, 2023 **What do you like best about Pershing Financial Services?** What I like best for Net360 is the platform and the services offered to be able to get work done more quickly and precisely at all times. The software also helps me maintain my work load on a daily basis. **What do you dislike about Pershing Financial Services?** Nothing thus Far for Net360 is a good application and it's beneficial in everyday business and helps make good decisions while doing my job and a daily basis at all times. **What problems is Pershing Financial Services solving and how is that benefiting you?** It's solving the problems of managing the accounts that are assigned to us in our portfolio and it also helps us manage business growth for each customer and for the business as well. ### 2. Good trading platform **Rating:** 4.0/5.0 stars **Reviewed by:** Brooke B. | Registered Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** August 10, 2022 **What do you like best about Pershing Financial Services?** I like how easy it is to view client account activity. **What do you dislike about Pershing Financial Services?** I don't like how I can't make multiple trades at once in client accounts. It is very time consuming making one trade at a time. **What problems is Pershing Financial Services solving and how is that benefiting you?** The recent update has cleaned up a lot of unnecessary functions on the trade page. ### 3. The best B2B financial solution application. **Rating:** 5.0/5.0 stars **Reviewed by:** Animesh S. | System Engineer, Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** May 17, 2022 **What do you like best about Pershing Financial Services?** Pershing's user interface is easy to adjust to your needs, which is one of my favorite features. It allows you to keep track of all client activity, holdings, client profiles, and scanned documents on a single interface. **What do you dislike about Pershing Financial Services?** The worst part about this software is how frequently it gets updated. It might use some work in the area of getting updates at a set interval. **What problems is Pershing Financial Services solving and how is that benefiting you?** On a single platform, you can keep track of all of your financial transactions. It is a safe, secure, and reliable financial solution application. It's a broker-dealer who specializes in safe portfolios and acts as a financial advisor ### 4. Financial business solutions from Pershing financial services **Rating:** 4.5/5.0 stars **Reviewed by:** Aman Preet S. | Developer, Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2022 **What do you like best about Pershing Financial Services?** My team has been in good terms with pershing financial services for a good amount of time and audit team is always in touch regarding financial discussion though best part of Pershing financial services is the CRM tool which helps in reporting the stuffs in short it provides good platform for investment professionals also and for a business as well. **What do you dislike about Pershing Financial Services?** I have personally used the mobile application of this service as well but the experience was not good at all compatively to other platform that Pershing financial services provides The mobile app is not easy to work with the UI is difficult to understand and it get stuck in between as well. **Recommendations to others considering Pershing Financial Services:** If you want an end to end reporting for your financial situation then one can surely go for Pershing financial services as they have good quality support along with good CRM tool to manage the reports and documents. **What problems is Pershing Financial Services solving and how is that benefiting you?** When comes to problem solving then Pershing financial services provides a CRM tool that helps us managing the financial documents and at the end help to understand the project budget so that we can analyze the current budget of the project and invest accordingly based on future projects as well. ### 5. Pershing Financial Services best broker for trades **Rating:** 4.0/5.0 stars **Reviewed by:** Arpit B. | Software Engineer II, Mid-Market (51-1000 emp.) **Reviewed Date:** August 23, 2022 **What do you like best about Pershing Financial Services?** Pershing Financial Services has a very good layout where we can switch between the tabs like activity, trades, holding client profile and document scanning, also we can see the full picture of the client. **What do you dislike about Pershing Financial Services?** There is nothing much to dislike in Persist financial services but there is one dislike that it has several updates, once we setup something and it gets another update. **What problems is Pershing Financial Services solving and how is that benefiting you?** Pershing Financial Services is a broker for secure trades we do in our firm, it holds the clients that we serve and the problem it solves that it lets us view the trades. ### 6. I don't find it intuitive, but can be very functional **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 22, 2022 **What do you like best about Pershing Financial Services?** As your comfort level grows, it seems less daunting...but it takes time. **What do you dislike about Pershing Financial Services?** It feels archaic, not intuitive, which can lead to frustration. Not what a person wants in their technology. **What problems is Pershing Financial Services solving and how is that benefiting you?** Trading functionality, accurate reporting ### 7. Pershing Financial service **Rating:** 4.0/5.0 stars **Reviewed by:** Vishal S. | Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** May 22, 2022 **What do you like best about Pershing Financial Services?** The best part of Pershing financial services is the CRM tool which always helps for reporting part in short time .it provides an option for investment professionals and for a business use. **What do you dislike about Pershing Financial Services?** I have tried to use the mobile application for Pershing Financial Services but it was not so good to use for new users. It needs to be modify. However websites are good to use **Recommendations to others considering Pershing Financial Services:** It is good to use a website for Pershing financial service but do not use mobile application for better experience. **What problems is Pershing Financial Services solving and how is that benefiting you?** When comes to problem solving then Pershing financial services provides a CRM tool that helps us managing the financial documents and at the end help to understand the project budget so that we can analyze the current budget of the project and invest accordingly based on future projects as well. ### 8. Pershing Financial Services review and recommendation **Rating:** 4.0/5.0 stars **Reviewed by:** Vishal S. | Senior HR analyst, Enterprise (> 1000 emp.) **Reviewed Date:** May 25, 2022 **What do you like best about Pershing Financial Services?** Pershing Financial Services is one of the good platform that I am using since last two years and it is very helpful for our daily activities in office. I will really recommend it to others as well **What do you dislike about Pershing Financial Services?** some times we do not get the help from the team if we get any issues while using it. But yes, this does not happen frequently. They should increase the supportng team. **Recommendations to others considering Pershing Financial Services:** Pershing financial services is good platform to manage reporting part nad documentation. If you want to do this work with less money then really go for Pershing financial services. **What problems is Pershing Financial Services solving and how is that benefiting you?** Pershing financial services provides CRM tool that helps us to manage the financial documents or other activities. Also it helps to analyze the project budget so it helps to ### 9. Pershing Financial Services reviews and Information **Rating:** 5.0/5.0 stars **Reviewed by:** Prafulla J. | Salesforce Developer, Enterprise (> 1000 emp.) **Reviewed Date:** May 19, 2022 **What do you like best about Pershing Financial Services?** First of i would like to thank you because they did ☺️ really good help to us. I like how they provide solutions to manager your financial, how people are helping to manage finance, there security and politeness. **What do you dislike about Pershing Financial Services?** As per my experience with Pershing Financial Services I don't noticed any thing.I would just suggest to grow more they should focus on security and they should focus on customer requirements and solutions on them. **Recommendations to others considering Pershing Financial Services:** This is the very best platform to mana6yoyr financial problems. **What problems is Pershing Financial Services solving and how is that benefiting you?** The main problem was how to manage financial stuff, so we have resolved our main problem here and they did lot of help to us. Financial services are very good and help to client grow there office, company. ### 10. Pershing Financial services **Rating:** 5.0/5.0 stars **Reviewed by:** Avi a. | SAP Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** May 17, 2022 **What do you like best about Pershing Financial Services?** These capabilities help online order entry, quotes, exposure to a vast selection of financial products and services, financial tools, and new content to portfolio managers and independent registered asset managers. Their multiple tools help to analyze multiple investment securities with efficiency. **What do you dislike about Pershing Financial Services?** PFS is a financial services firm that specializes in investment management. Advisors, asset managers, investors, and platform providers equally benefit from the company's investment marketing and practice management, clearing, trading, custody, and retirement solutions and services. Wherein the company lacks tools for alternate assets like crypto, Decentralised finance strategies and blockchain. **What problems is Pershing Financial Services solving and how is that benefiting you?** Multiple tools to analyze different types of securities which helps to provide adequate advisory to clients. Benefits Due Diligence Technical analysis Tools for Fundamental analysis Comparisons Data management ### 11. Pershing is good investment company, It provide lot of services including financial services. **Rating:** 5.0/5.0 stars **Reviewed by:** Vishal B. | Senior System Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** May 25, 2022 **What do you like best about Pershing Financial Services?** It is the best CRM tool that helps in reporting the content in short and it is a good platform for investment businesses as well as professionals also. the audit team is generally always in touch for financial discussion. **What do you dislike about Pershing Financial Services?** Not much dislike this product, but I have used the mobile app of Pershing financial service, it is not up to date with web app, UI is not perfectly user-friendly, they should work on the mobile app UI. **What problems is Pershing Financial Services solving and how is that benefiting you?** Using a Pershing financial service tool we can save our effort for auditing of financial work and also it manage the financial documents.so we can manage the budget and invest in future on the project. ### 12. Pershing Financial Services Suit **Rating:** 3.5/5.0 stars **Reviewed by:** Vishal M. | Technical Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** May 17, 2022 **What do you like best about Pershing Financial Services?** The suit NetX360, provides all the information and online mentoring and advisory for the investment professionals along with the various quotations and order book. All in all it has all the information required for investment professionals **What do you dislike about Pershing Financial Services?** The mobile app is a bummer and doesn't have the required asthmatics and ease of usage, if some one starts using the platform from mobile They would end up leaving the platform for sure. Need to work on mobile app **What problems is Pershing Financial Services solving and how is that benefiting you?** Basically it helps to maintain broker client management and portfolio making with various investment options based on client preferences, this platform helps speed up the investment portfolio making ### 13. Best for financial and investment solution **Rating:** 4.5/5.0 stars **Reviewed by:** Sowmya R. | Content Specialist, Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2022 **What do you like best about Pershing Financial Services?** Helping to grow our business and reducing the expenses. The CRM function, which assists in reporting, is the finest feature of Pershing Financial Services. In a nutshell, it provides a fantastic platform for both investing specialists and enterprises. **What do you dislike about Pershing Financial Services?** Compared to a native web application, the mobile user interface is less supportive and convincing. They are not customers and are slow to respond to customer inquiries. **What problems is Pershing Financial Services solving and how is that benefiting you?** With global search to make it easier to access information, improved process flows for better investments are ensured. Creating a simpler experience while preparing for a more secure investment portfolio. ### 14. Pershing Financial Services review and recommendation **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Consumer Services | Enterprise (> 1000 emp.) **Reviewed Date:** July 25, 2022 **What do you like best about Pershing Financial Services?** The best thing about Pershing Financial services CRM tool is that it provides a good platform for investment professionals and at the same time for business as well. **What do you dislike about Pershing Financial Services?** The mobile app that I have used here can be improved and needs some work. The other platforms that provides Pershing Financial services have better mobile applications when compared. **What problems is Pershing Financial Services solving and how is that benefiting you?** The best way that it benefits us is as Pershing financial services provides a CRM tool that helps us managing the financials and helps us understand our project budgets better so that we can analyze and invest in our project accordingly. ### 15. Pershing Financial : Amazing Services **Rating:** 5.0/5.0 stars **Reviewed by:** Deeksha S. | RPA Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** May 24, 2022 **What do you like best about Pershing Financial Services?** Pershing Financial Services provides great Financial advice and money management tricks. It not only provides solution but as well as resources. They commit to innovation and security which is the must need. **What do you dislike about Pershing Financial Services?** The services are amazing but the platform needs to be little bit more user friendly which can improve overall user experience. **Recommendations to others considering Pershing Financial Services:** If you are looking for financial solution and good services, you can consider Pershing Financial services **What problems is Pershing Financial Services solving and how is that benefiting you?** It has been providing financial solution which has improved the productivity. I had used the services for investment and trading purpose ### 16. Honest review of Pershing financial service. **Rating:** 2.5/5.0 stars **Reviewed by:** Ashish S. | Marketing executive, Small-Business (50 or fewer emp.) **Reviewed Date:** April 26, 2022 **What do you like best about Pershing Financial Services?** Pershing product suite includes NETX360, NetXInvester, NetX360 mobile and NetXinvestor mobile. These solutions provide investment professional and independent registered investment advisors with online order entry, quotes, access to a full range of financial products and services investment tools and new content. **What do you dislike about Pershing Financial Services?** Facing LLC operates as an investment management company. The company ofers investment marketing and practice management, clearing, trading, custody and retirement solutions and services patient serves advisors asset managers investors and platform providers worldwide. **What problems is Pershing Financial Services solving and how is that benefiting you?** Large holdings Established Safe and trusted careful investments. Its a broker-dealer financial advisor that focuses on safe portfolios. The company provides portfolio management, estate planning and fiduciary services. ### 17. We can go with Pershing Financial services **Rating:** 4.5/5.0 stars **Reviewed by:** NAVIN P. | Systems Engineer (Digital Cadre) , Enterprise (> 1000 emp.) **Reviewed Date:** May 17, 2022 **What do you like best about Pershing Financial Services?** The Financial services of Pershing Financial services is very good. It really helped me and my friends. Its Financial services are very much helpful and benefical as a user. **What do you dislike about Pershing Financial Services?** As we say about dislike is they should provide they financial Solutining in much bigger scale so that many more can be benefitted from there services. One should try there services. **What problems is Pershing Financial Services solving and how is that benefiting you?** It helps us broadly in maneging our financial services needs . There services are very good and beneficial for there users. One should definitely go for there services. ### 18. Are Pershing Financial Services worth it? **Rating:** 4.0/5.0 stars **Reviewed by:** Yash J. | Application Development Associate, Enterprise (> 1000 emp.) **Reviewed Date:** May 19, 2022 **What do you like best about Pershing Financial Services?** We get a multitude of products to choose from based on our needs.We can also get personalized services to help us run our business more efficiently. **What do you dislike about Pershing Financial Services?** This platform operates differently from its competitors so if you are planning to switch, then you'll need pre training for your team to be comfortable with the product. **What problems is Pershing Financial Services solving and how is that benefiting you?** We have used the reporting solutions to get deeper insight on data from multiple sources. This has helped the marketng team to make better strategies and take more informed decisions. ### 19. Pershial financial services **Rating:** 4.5/5.0 stars **Reviewed by:** Murali R. | Senior Information Technology Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2022 **What do you like best about Pershing Financial Services?** Their services are too flexible and feasible They are providing value services such as Tax guide, optimal asset management which is at very affordable cost and effective which beats all its competitors and go ahead of time **What do you dislike about Pershing Financial Services?** The customer care is quite slow care taking ... Sometimes the formalities took some valuable time ... Optimised cost but sometimes the norms are above than savings **What problems is Pershing Financial Services solving and how is that benefiting you?** Audit problem , financial problems such as ledger balance maintenance , optimal asset management ,tax management ### 20. Good product with potential for improvement by strong customer support **Rating:** 3.5/5.0 stars **Reviewed by:** Punith G. | Associate Specialist- Accounts Payable, Finance, Enterprise (> 1000 emp.) **Reviewed Date:** July 05, 2022 **What do you like best about Pershing Financial Services?** The mobile app offering is a great tool. There is a wide range of product and solution offering for a financial and investment operations segment. **What do you dislike about Pershing Financial Services?** The mobile app is not up to the mark and the issue resolution time frame needs to be efficient. **What problems is Pershing Financial Services solving and how is that benefiting you?** The CRM tool is helpful in documentation, reporting and project budgeting. ### 21. Pershing Financial services **Rating:** 4.0/5.0 stars **Reviewed by:** mandeep s. | Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 24, 2022 **What do you like best about Pershing Financial Services?** Pershing Financial services is the CRM tool, which helps us to manage the team members and accordingly manages financial department, **What do you dislike about Pershing Financial Services?** Though Pershing Financial services are best forteam management, but when it comes to use mobile application , it is little hard to use because user interface is little difficult **What problems is Pershing Financial Services solving and how is that benefiting you?** Through Pershing Financial services i.e CRM tool team management is very easy and in reverse financial activities can be managed ### 22. Great for managing client details all in one place **Rating:** 3.0/5.0 stars **Reviewed by:** Verified User in Banking | Small-Business (50 or fewer emp.) **Reviewed Date:** June 14, 2022 **What do you like best about Pershing Financial Services?** Everything you need to know is conveniently stored in one place, no need for other programs or spreadsheets. Managing everything on one program is so nice and such a time saver. **What do you dislike about Pershing Financial Services?** There is nothing I dislike, Learning to navigate the program can take some time. But everything works properly and quickly, it is easy to use once you are familiar with the program. **What problems is Pershing Financial Services solving and how is that benefiting you?** We no longer need multiple programs/spreadsheets to manage client information. Plus having a cloud based system allows us to access information anytime we need it. ### 23. Useful and informative **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2022 **What do you like best about Pershing Financial Services?** Pershing financial services are very helpful and trustworthy and it is very easy to use, Has a very good customer care process. also, it has a very good quality of support. **What do you dislike about Pershing Financial Services?** The Choice of Investments is a little less in variations. The mobile app can be made better than a web page. sometimes the mobile app doesn't give a proper solution. Nothing as much . **What problems is Pershing Financial Services solving and how is that benefiting you?** The only main problem is the mobile app can be developed more as equal to a web app which is the main cause of design. Also, Pershing financial services can be made more user-friendly. other than these it's a great choice! ### 24. Decent offering in the segment. Scope for improvement **Rating:** 3.0/5.0 stars **Reviewed by:** Neeraj K. | System Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** May 17, 2022 **What do you like best about Pershing Financial Services?** They have a very wide catalogue of product offerings to suite every possible need in finacial and investment perspective. **What do you dislike about Pershing Financial Services?** The support offered by company for issues in the software products and solutions can be improved and is subpar as of now. **What problems is Pershing Financial Services solving and how is that benefiting you?** We primarily use their software for investment ,trading and clearing. The manual effort required has reduced a lot which has increased the efficiency of our processes. ### 25. An Non employee review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Investment Banking | Mid-Market (51-1000 emp.) **Reviewed Date:** June 16, 2022 **What do you like best about Pershing Financial Services?** The best work culture it has and abiding To e business and especially ethical values in reaching out to the end customers is really phenomenal. Clear expertise in providing financial solutions **What do you dislike about Pershing Financial Services?** Do not have much things but definitely need to come up with better kind of brokerage applications that will be lehmans reachable. Coz not all will have same knowledge of the same **What problems is Pershing Financial Services solving and how is that benefiting you?** Perishing financial services provides brokerage statements or like a firm and also expertise in providing business end to end financial solutions across the globe ### 26. Pershing Finance service review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Mid-Market (51-1000 emp.) **Reviewed Date:** May 17, 2022 **What do you like best about Pershing Financial Services?** Pershing is a financial service providing solution company. It provides great financial advice and money management. It gives retirement solutions, account solutions, investment solutions, trading services, settlements etc. **What do you dislike about Pershing Financial Services?** nothing as such, as they provide with the great advice and services possible. **Recommendations to others considering Pershing Financial Services:** you may use the Pershing solution to keep a record of your finance and to invest your money. helps a lot in saving n investing money in the right place **What problems is Pershing Financial Services solving and how is that benefiting you?** it helps in managing your finance and investments wisely. I was using Pershing for trading and investment purpose, however, you can opt for Pershing for account management and retirement planning. ### 27. Pershing financial services has very good features **Rating:** 5.0/5.0 stars **Reviewed by:** Harshal P. | Technical Project Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 30, 2022 **What do you like best about Pershing Financial Services?** It's features like dashboards, security,customization, very less bulky and easily customizations makes it very easy to use.easy to handle complex calculations. **What do you dislike about Pershing Financial Services?** Sometimes it becomes very slow due to network instability **Recommendations to others considering Pershing Financial Services:** High recommendations as ease of use and 100% quality **What problems is Pershing Financial Services solving and how is that benefiting you?** It is benefiting to solve complex problems and calculations, gives correct balance sheets and invoice details ### 28. One stop solution for Financial solutions **Rating:** 5.0/5.0 stars **Reviewed by:** Sukrit S. | Application Development Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** May 19, 2022 **What do you like best about Pershing Financial Services?** Pershing provides the resources as well as solutions that will be needed by a financial service firm, institutional investors, managers and advisors. **What do you dislike about Pershing Financial Services?** Not the best platform for financial solutions. Still some improvements are needed. **What problems is Pershing Financial Services solving and how is that benefiting you?** We are using Pershing Financial Services for efficiently managing our business from CRM and client onboarding to operations and reporting. ### 29. Best Solution to financially transform our business **Rating:** 4.0/5.0 stars **Reviewed by:** Sushrut S. | Assistant Systems Engineer, Enterprise (> 1000 emp.) **Reviewed Date:** May 17, 2022 **What do you like best about Pershing Financial Services?** Their commitment to innovation, security, resiliency and flexible fully-integrated technology solutions is praiseworthy. They let our firm create and consume technology the way we want. **What do you dislike about Pershing Financial Services?** Customer Service needs a lot of improvement. They lack pace in solving customers' problems. **What problems is Pershing Financial Services solving and how is that benefiting you?** Pershing Financial Services is providing investment, technology and integration solutions to our team. ### 30. Reliable and safe option for finance solutions **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 17, 2022 **What do you like best about Pershing Financial Services?** The reliability and the the safety of the pershing financial services are the most important factor while using it for the financial services solutions it provides flexible solutions for the finance services. **What do you dislike about Pershing Financial Services?** The platform should be more user friendly and more data insight tools can be added which will be an added advantage for the product to be used for financial services. **What problems is Pershing Financial Services solving and how is that benefiting you?** Most of the services which are used from pershing financial services are for the finance department and productivity has been increased a lot due to these services. ### 31. Great Products for Investment solutions **Rating:** 5.0/5.0 stars **Reviewed by:** Indrajeev k. | Lead System Designer II, Enterprise (> 1000 emp.) **Reviewed Date:** May 19, 2022 **What do you like best about Pershing Financial Services?** The wide variety of products they offer for different use cases. **What do you dislike about Pershing Financial Services?** UX can be improved for not so tech savvy users **What problems is Pershing Financial Services solving and how is that benefiting you?** I was looking for investment solutions. The product's PFS were exactly solving my use cases like a side by side comparison on returns from various alternatives products ### 32. PFS review **Rating:** 3.5/5.0 stars **Reviewed by:** Sajal J. | Consultant, Enterprise (> 1000 emp.) **Reviewed Date:** May 17, 2022 **What do you like best about Pershing Financial Services?** I like the Pershing product such as netx360 and netxinvestor mobile. There mobile app is good **What do you dislike about Pershing Financial Services?** Mobile app need more refinement, also when using there services sometimes don't get required solution **What problems is Pershing Financial Services solving and how is that benefiting you?** Company provide portfolio management, estate planning and fiduciary services Ease of meeting client and reviewing document ### 33. Pershing Financial Services : Many problems one solution **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Enterprise (> 1000 emp.) **Reviewed Date:** May 23, 2022 **What do you like best about Pershing Financial Services?** Pershing Financial Services has a sophisticated front-end technology & with execution, settlements and custody services. Its a blessing for invesment bankers,dealers and financial advisors as it provides better business solutions. **What do you dislike about Pershing Financial Services?** Nothing that can be considered as dislikable part as Pershing Financial Services is concerned.All going good. **What problems is Pershing Financial Services solving and how is that benefiting you?** Pershing Financial Services providing newest and fastest way to grow up the business in investment and financial Sectors. Currently focusing on increasing its efficiency and reliablity to get much more phenominal financial Ideas. ### 34. Review for Pershing financial services **Rating:** 4.5/5.0 stars **Reviewed by:** Yogeshwar C. | Application development Associate, Small-Business (50 or fewer emp.) **Reviewed Date:** May 18, 2022 **What do you like best about Pershing Financial Services?** provides the resources and solutions that financial services firms need to succeed. **What do you dislike about Pershing Financial Services?** Privacy and data security need to be updated, diversity of product and services also needs to be improved. **What problems is Pershing Financial Services solving and how is that benefiting you?** provide global financial solutions and acts as clearing broker for the financial organization. ### 35. Best option for broker dealers. **Rating:** 4.0/5.0 stars **Reviewed by:** vikash s. | Security Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** May 19, 2022 **What do you like best about Pershing Financial Services?** Very easy to change document delivery preferences. **What do you dislike about Pershing Financial Services?** It is difficult for small B2B operations **Recommendations to others considering Pershing Financial Services:** It is very easy to implement..first try trial version then buy it **What problems is Pershing Financial Services solving and how is that benefiting you?** I was facing writeen agreement problem but now Pershing FS makes easy and help writing agreement. ### 36. Pershing Services **Rating:** 4.5/5.0 stars **Reviewed by:** Balaji N. | Application Development Analyst, Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2022 **What do you like best about Pershing Financial Services?** Top firm, trustworthy, honest and reliable. **What do you dislike about Pershing Financial Services?** I don't see any downside of using thier services. They are professionals who know their craft. **Recommendations to others considering Pershing Financial Services:** Good choice **What problems is Pershing Financial Services solving and how is that benefiting you?** Helps is wisely chosing the best investment options. Very trustworthy and safe to have as a partner. ### 37. Good range of Financial Products under one Suite! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 17, 2022 **What do you like best about Pershing Financial Services?** Perishing Financial Services has a great range of products that helps professionals or individuals to leverage great functionalities from the Suite. **What do you dislike about Pershing Financial Services?** The mobile app should be developed with more user centric design just like the web app. So that mobile tasks can be performed flawlessly. **What problems is Pershing Financial Services solving and how is that benefiting you?** The platform provides us to review the files and documents from the users kuch appropriately with online meeting options as a cherry on the cake! ### 38. For a hassle-free retirement: Pershing **Rating:** 4.0/5.0 stars **Reviewed by:** Rinky K. | Operations Specialist 1, Enterprise (> 1000 emp.) **Reviewed Date:** May 18, 2022 **What do you like best about Pershing Financial Services?** Great and vast variety of options for investment **What do you dislike about Pershing Financial Services?** Customer care can be a little more easy and reachble **What problems is Pershing Financial Services solving and how is that benefiting you?** Providing simple and great retirement plans to employees of our Organization ### 39. Great Services **Rating:** 4.5/5.0 stars **Reviewed by:** Nishant P. | Team Lead, Enterprise (> 1000 emp.) **Reviewed Date:** May 17, 2022 **What do you like best about Pershing Financial Services?** Very helpful, easy to use & reliable financial services. **What do you dislike about Pershing Financial Services?** Nothing as such, unable to think of anything to dislike. **Recommendations to others considering Pershing Financial Services:** Worth a try **What problems is Pershing Financial Services solving and how is that benefiting you?** Almost all ### 40. Pershing Financial Services review **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Accounting | Enterprise (> 1000 emp.) **Reviewed Date:** May 17, 2022 **What do you like best about Pershing Financial Services?** Pershing Financial Services provides best solutions to financial firms, institution investors, managers and advisors related to clearing and custody services **What do you dislike about Pershing Financial Services?** The work life balance in the firm is distorted. Favouritism and lack of transparency. **What problems is Pershing Financial Services solving and how is that benefiting you?** Lack of Transparency is a critical issue and my motive is to restore the transparency and trust among the organisation and along with clients. ### 41. Pershing for retirement plans **Rating:** 3.5/5.0 stars **Reviewed by:** Abinash P. | Senior Solution Integrator, Enterprise (> 1000 emp.) **Reviewed Date:** May 17, 2022 **What do you like best about Pershing Financial Services?** Simple plans and great customer care process **What do you dislike about Pershing Financial Services?** Options for investment are limited in variety **What problems is Pershing Financial Services solving and how is that benefiting you?** Providing retirement plans to employees ### 42. Financial Services at its best **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** May 17, 2022 **What do you like best about Pershing Financial Services?** The ability to get tid of all your worries regarding the management of money and concentrate on the work in hand **What do you dislike about Pershing Financial Services?** There could be more uses to completely transfer the whole financial planning. **What problems is Pershing Financial Services solving and how is that benefiting you?** Benign:- More time on actual work. Good recommendations on tax saving ### 43. Good Service provider with expertise **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 21, 2022 **What do you like best about Pershing Financial Services?** Pershing Financial Services provides quality services and their willingness to above and beyond is what differentiates them. **What do you dislike about Pershing Financial Services?** Customer service response time can be improved. **What problems is Pershing Financial Services solving and how is that benefiting you?** Their technology and integration solutions are pretty good and it worked for us, within our budget. ### 44. A strong CRM - just didn't fit our company well **Rating:** 3.5/5.0 stars **Reviewed by:** Andrei M. | Operations Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 26, 2021 **What do you like best about Pershing Financial Services?** Our most tech advanced team members liked how "deep" you can get into the system - there were report tools that other systems were missing. But we figured it would be more useful for a company that mostly manages account in an automated way - since we did every one manually it wasn't as useful. **What do you dislike about Pershing Financial Services?** Most of our team members agreed that Next360 was our least favorite test subject in terms of usability (took longest to train people to use it), which in the end was the reason we went ahead with a different solution. **What problems is Pershing Financial Services solving and how is that benefiting you?** We ran tests on a few CRMs to find the best solution for our small sized team with a very high number of client accounts. We thought the pricing was fair, but otherwise for our purposes it wasn't a winner. ### 45. Great product but not tech friendly to all **Rating:** 3.5/5.0 stars **Reviewed by:** Cheniqua R. | H, Mid-Market (51-1000 emp.) **Reviewed Date:** December 19, 2021 **What do you like best about Pershing Financial Services?** That it is one platform for investments all the way through from sales to trading **What do you dislike about Pershing Financial Services?** We have an older workforce and it was not friendly for the ones who had to learn it. **What problems is Pershing Financial Services solving and how is that benefiting you?** We just implemented it, lots of problems because it's bew ### 46. Net X 360 is awesome!! **Rating:** 5.0/5.0 stars **Reviewed by:** Luke M. | R, Mid-Market (51-1000 emp.) **Reviewed Date:** December 23, 2021 **What do you like best about Pershing Financial Services?** The main home page with all of the headings on one page **What do you dislike about Pershing Financial Services?** Slow speeds and glitches at times. over all it's good though **What problems is Pershing Financial Services solving and how is that benefiting you?** Wealth management is easier to use on this platform and that it's easy to service our investment accounts. ### 47. Phenomenal CRM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Investment Management | Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2021 **What do you like best about Pershing Financial Services?** NetX360 is exceptionally user-friendly. It's simple to locate client information and have it organized in one database. The platform contains copies of all the documents sent to clients. Our firm often receives calls regarding documents that they have received from our broker-dealer. Having a copy of each document in NetX360 helps to answer the questions clients have regarding these mailings. **What do you dislike about Pershing Financial Services?** The system doesn't permit me to search by client name. It would be an added benefit if I could locate an account by name rather than by account number. Other than not being able to search by name, NetX360 is fantastic. **What problems is Pershing Financial Services solving and how is that benefiting you?** NetX360 has solved organizational issues as we can now access all investment client data in one CRM. It benefits our firm as shared clients can be viewed in one place by multiple advisors. ### 48. Review for NetX360 **Rating:** 4.0/5.0 stars **Reviewed by:** Vignesh G. | RECRUITER, Mid-Market (51-1000 emp.) **Reviewed Date:** June 29, 2021 **What do you like best about Pershing Financial Services?** It is convenient and simple to organize one database. It is very handy and user friendly, its a powerful app where we can use different type of functions and send documents to our clients. **What do you dislike about Pershing Financial Services?** It is bit confusing and hard to do a lot of steps which needs to be remembered **Recommendations to others considering Pershing Financial Services:** Best platform to use where you can resolve lot of issues by using this **What problems is Pershing Financial Services solving and how is that benefiting you?** We can solve lot of client-related issues for sales and promotions. This is very good to use and perform the functions ### 49. Netx 360 review **Rating:** 2.5/5.0 stars **Reviewed by:** Ward G. | Financial Advisor, Mid-Market (51-1000 emp.) **Reviewed Date:** June 17, 2021 **What do you like best about Pershing Financial Services?** A good mobile app, the full web app is not so good. **What do you dislike about Pershing Financial Services?** Very slow, seems like they use old technology. Not very user friendly **What problems is Pershing Financial Services solving and how is that benefiting you?** The mobile app is good to place trades; the full web app is not so good ### 50. Perfect solution for accounts management **Rating:** 4.0/5.0 stars **Reviewed by:** Shubham K. | C, Mid-Market (51-1000 emp.) **Reviewed Date:** June 25, 2021 **What do you like best about Pershing Financial Services?** NetX 360 provides fabulous client management with high security. **What do you dislike about Pershing Financial Services?** Sometimes lagging seen when searching client detail from database. **What problems is Pershing Financial Services solving and how is that benefiting you?** By NetX360 we manage data in one platform with low cost. ## Pershing Financial Services Discussions - [What is NetX360 used for?](https://www.g2.com/discussions/what-is-netx360-used-for) - [View Pershing Financial Services pricing details and edition comparison](https://www.g2.com/products/pershing-financial-services/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-25+21%3A34%3A38+-0500&secure%5Bsession_id%5D=2916442a-4521-44ac-bb60-52355546a676&secure%5Btoken%5D=5d131c161316f7b321081b6a05dd9bc63ef4b130a70ed688788e4ef07a15e19d&format=llm_user) ## Pershing Financial Services Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics **Functionality** - Customizable Reporting - Market Analytics - Client Portal - Investment Accounting - Real time - Compliance - Customizable Reporting **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics **Integration** - Data aggregation - Accounting Integration - Risk Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Agentic AI - Investment Portfolio Management** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications **Generative AI** - AI Text Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making ## Top Pershing Financial Services Alternatives - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) - 4.1/5.0 (421 reviews) - [Morningstar Direct Advisory Suite (formerly Advisor Workstation)](https://www.g2.com/products/morningstar-direct-advisory-suite-formerly-advisor-workstation/reviews) - 4.1/5.0 (284 reviews) - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - 4.1/5.0 (4,688 reviews)