Simple plans and great customer care process Review collected by and hosted on G2.com.

Options for investment are limited in variety Review collected by and hosted on G2.com.

The ability to get tid of all your worries regarding the management of money and concentrate on the work in hand Review collected by and hosted on G2.com.

There could be more uses to completely transfer the whole financial planning. Review collected by and hosted on G2.com.

Pershing Financial Services provides quality services and their willingness to above and beyond is what differentiates them. Review collected by and hosted on G2.com.

Customer service response time can be improved. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

That it is one platform for investments all the way through from sales to trading Review collected by and hosted on G2.com.

We have an older workforce and it was not friendly for the ones who had to learn it. Review collected by and hosted on G2.com.

The main home page with all of the headings on one page Review collected by and hosted on G2.com.

Slow speeds and glitches at times. over all it's good though Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

It is bit confusing and hard to do a lot of steps which needs to be remembered Review collected by and hosted on G2.com.

A good mobile app, the full web app is not so good. Review collected by and hosted on G2.com.

Very slow, seems like they use old technology. Not very user friendly Review collected by and hosted on G2.com.

NetX 360 provides fabulous client management with high security. Review collected by and hosted on G2.com.

Sometimes lagging seen when searching client detail from database. Review collected by and hosted on G2.com.