---
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: '2026-08-02'
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 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?page=3&section=pricing&secure%5Bexpires_at%5D=2026-08-03+13%3A24%3A23+-0500&secure%5Bsession_id%5D=311b4d6d-58f4-4678-a817-1356b6d9c3ab&secure%5Btoken%5D=fb6c62c7b808792146b46b55cbf5061ce6490ae26f3de9850569f93dc3f76547&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
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  - [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)
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