G2

DR

Daniel R.

Vice President, Senior Compliance Officer

Enterprise (> 1000 emp.)

Originally submitted 1/29/2019

"Not the best technology in the world"

4.5/5

What do you like best about Pershing Financial Services?

The best part about the program is the layout and different reports available to download and use to view account activity. Review collected by and hosted on G2.com.

What do you dislike about Pershing Financial Services?

I dislike that the system is often slow and unreliable. Also, the system often crashing and reports do not always produce reliable results. Review collected by and hosted on G2.com.

Recommendations to others considering Pershing Financial Services:

You should give it a try but also try other programs as well as this may not be the best one out there. Review collected by and hosted on G2.com.

What problems is Pershing Financial Services solving and how is that benefiting you?

Pershing Financial services clears trades and shows the activity logs and holdings in clients accounts. Review collected by and hosted on G2.com.