Pershing Financial Services Reviews & Product Details

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I like how easy it is to view client account activity. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I have personally used the mobile application of this service as well but the experience was not good at all comparatively 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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

As your comfort level grows, it seems less daunting...but it takes time. Review collected by and hosted on G2.com.

It feels archaic, not intuitive, which can lead to frustration. Not what a person wants in their technology. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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 modified. However, websites are good to use. Review collected by and hosted on G2.com.

Pershing Financial Services is one of the good platforms that I have been using for the last two years, and it is very helpful for our daily activities in the office. I will really recommend it to others as well. Review collected by and hosted on G2.com.

Sometimes we do not get the help from the team if we encounter any issues while using it. But yes, this does not happen frequently. They should increase the supporting team. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.