Indrajeev k.
IK
Indrajeev k.
Lead System Designer II
Enterprise (> 1000 emp.)
"Great Products for Investment solutions"
5/5
What do you like best about Pershing Financial Services?

The wide variety of products they offer for different use cases. Review collected by and hosted on G2.com.

What do you dislike about Pershing Financial Services?

UX can be improved for not so tech savvy users Review collected by and hosted on G2.com.

Sajal J.
SJ
Sajal J.
Consultant
Enterprise (> 1000 emp.)
"PFS review"
3.5/5
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 Review collected by and hosted on G2.com.

What do you dislike about Pershing Financial Services?

Mobile app need more refinement, also when using there services sometimes don't get required solution Review collected by and hosted on G2.com.

Verified User in Computer & Network Security
UC
Verified User in Computer & Network Security
Enterprise (> 1000 emp.)
"Pershing Financial Services : Many problems one solution"
5/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Yogeshwar C.
YC
Yogeshwar C.
Application development Associate
Small-Business (50 or fewer emp.)
"Review for Pershing financial services"
4.5/5
What do you like best about Pershing Financial Services?

provides the resources and solutions that financial services firms need to succeed. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

vikash s.
VS
vikash s.
Security Analyst
Mid-Market (51-1000 emp.)
"Best option for broker dealers."
4/5
What do you like best about Pershing Financial Services?

Very easy to change document delivery preferences. Review collected by and hosted on G2.com.

What do you dislike about Pershing Financial Services?

It is difficult for small B2B operations Review collected by and hosted on G2.com.

Balaji N.
BN
Balaji N.
Application Development Analyst
Mid-Market (51-1000 emp.)
"Pershing Services"
4.5/5
What do you like best about Pershing Financial Services?

Top firm, trustworthy, honest and reliable. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Verified User in Information Technology and Services
CI
Verified User in Information Technology and Services
Enterprise (> 1000 emp.)
"Good range of Financial Products under one Suite!"
4/5
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

Rinky K.
RK
Rinky K.
Operations Specialist 1
Enterprise (> 1000 emp.)
"For a hassle-free retirement: Pershing"
4/5
What do you like best about Pershing Financial Services?

Great and vast variety of options for investment Review collected by and hosted on G2.com.

What do you dislike about Pershing Financial Services?

Customer care can be a little more easy and reachble Review collected by and hosted on G2.com.

NP
Nishant P.
Team Lead
Enterprise (> 1000 emp.)
"Great Services"
4.5/5
What do you like best about Pershing Financial Services?

Very helpful, easy to use & reliable financial services. Review collected by and hosted on G2.com.

What do you dislike about Pershing Financial Services?

Nothing as such, unable to think of anything to dislike. Review collected by and hosted on G2.com.

Verified User in Accounting
UA
Verified User in Accounting
Enterprise (> 1000 emp.)
"Pershing Financial Services review"
4.5/5
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 Review collected by and hosted on G2.com.

What do you dislike about Pershing Financial Services?

The work life balance in the firm is distorted. Favouritism and lack of transparency. Review collected by and hosted on G2.com.