--- 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: '2026-08-09' 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. 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. ### 2. 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. ### 3. 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 ### 4. 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. ### 5. 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 ### 6. 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 ### 7. 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. ### 8. 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. ### 9. 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 ### 10. 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. ### 11. 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. ### 12. 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 ### 13. 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. ### 14. 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! ### 15. 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 ### 16. 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 ### 17. 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 ### 18. 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. ### 19. 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 ### 20. 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 ### 21. 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. ### 22. Great! **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 20, 2019 **What do you like best about Pershing Financial Services?** I like all the features and capabilities included in Netx. It helps us keep track of our Pershing platform accounts and lets us make trades through the website without having to call someone to submit or fill out a form. **What do you dislike about Pershing Financial Services?** The layout is a bit confusing and outdated. I have been using this for over 5 years now and have not seen many updates made to the site. **What problems is Pershing Financial Services solving and how is that benefiting you?** This has help cut down processing time as we can have access to accounts on one platform and are able to make a lot of changes ourselves through Netx360 without having to fill out and submit a lot of paperwork. ### 23. Financial Advisor review **Rating:** 4.0/5.0 stars **Reviewed by:** Seth L. | Financial Advisor, Financial Services, Enterprise (> 1000 emp.) **Reviewed Date:** December 11, 2018 **What do you like best about Pershing Financial Services?** I like the mobile app for my ipad and iphone **What do you dislike about Pershing Financial Services?** 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. **Recommendations to others considering Pershing Financial Services:** 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. **What problems is Pershing Financial Services solving and how is that benefiting you?** The ability for me to meet with clients on the go and review documetns for the their accounts ### 24. An efficient system **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 11, 2019 **What do you like best about Pershing Financial Services?** It combines several different programs that I use regularly **What do you dislike about Pershing Financial Services?** There are aspects of the program that are not user friendly. Especially older systems **Recommendations to others considering Pershing Financial Services:** Great system, Pershing does a good job of giving you a one-stop shop to access most of their advisor solutions. **What problems is Pershing Financial Services solving and how is that benefiting you?** It is my primary trading platform. ## 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?filters%5Bnps_score%5D%5B%5D=4§ion=pricing&secure%5Bexpires_at%5D=2026-08-14+06%3A53%3A18+-0500&secure%5Bsession_id%5D=0e7d4397-12fc-456c-a655-52455bcd2324&secure%5Btoken%5D=b545cb7ee6311b879598edca0e9255c5705c01d933a1b1d1f9a0ebd5420d8f12&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 - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Functionality** - Customizable Reporting - Market Analytics - Client Portal - Investment Accounting - Real time - Compliance - Customizable Reporting - Investor Portal - Historical Reporting - Investor Reporting - Visual Analytics - Tax Compliance - Portfolio Reporting **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Integration** - Data aggregation - Accounting Integration - Risk Management - Portfolio Accounting - Contact Management - Workflow Management - Investor Management - Trade Management - Investment Management - Portfolio Management - Document Management - Compliance Management - Order Management - Fund Management - Tax Management - Cash Management - Client Management - Fee Management - Financial Management - Stock Management **Reporting & Analytics** - Reporting - Dashboards - Forecasting **Agentic AI - Investment Portfolio Management** - Multi-step Planning - Cross-system Integration - Adaptive Learning - Proactive Assistance - Forecasting - Third-Party Integrations - Categorization/Grouping - Budgeting/Forecasting **Additional Functionality** - Risk Assessment - Automated Execution - Monitoring - Financial Analysis - Cryptocurrency Tracking - Generative AI - Profit/Loss Statement - Risk Analysis - General Ledger - Customizable Reports - Investor Communication - Performance Analysis - Performance Metrics - AI Copilot - Portfolio Analysis - Activity Tracking - CRM - For Hedge Funds - Audit Trail - Data Import/Export - Collaboration Tools - Mobile Access - Modeling & Simulation - Compliance Tracking - For Investment Advisors - Portfolio Rebalancing - Investment Research - Commodity Futures - API - Activity Dashboard - Benchmarking - Alerts/Notifications - Investments Tracking - Bonds/Stocks - For Investors & Traders - Multi-Currency - Stock Tracking - Watch List - What-if Analysis - Goal Setting/Tracking - Wash Sale Detection - For Traders - Side-by-Side Comparison **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top Pershing Financial Services Alternatives - 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