--- 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: '2026-07-12' 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. Community Sales Advisor **Rating:** 5.0/5.0 stars **Reviewed by:** Lonell R. | Enterprise (> 1000 emp.) **Reviewed Date:** March 27, 2023 **What do you like best about Pershing Financial Services?** What I like best for Net360 is the platform and the services offered to be able to get work done more quickly and precisely at all times. The software also helps me maintain my work load on a daily basis. **What do you dislike about Pershing Financial Services?** Nothing thus Far for Net360 is a good application and it's beneficial in everyday business and helps make good decisions while doing my job and a daily basis at all times. **What problems is Pershing Financial Services solving and how is that benefiting you?** It's solving the problems of managing the accounts that are assigned to us in our portfolio and it also helps us manage business growth for each customer and for the business as well. ### 2. 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. ### 3. The best B2B financial solution application. **Rating:** 5.0/5.0 stars **Reviewed by:** Animesh S. | System Engineer, Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** May 17, 2022 **What do you like best about Pershing Financial Services?** Pershing's user interface is easy to adjust to your needs, which is one of my favorite features. It allows you to keep track of all client activity, holdings, client profiles, and scanned documents on a single interface. **What do you dislike about Pershing Financial Services?** The worst part about this software is how frequently it gets updated. It might use some work in the area of getting updates at a set interval. **What problems is Pershing Financial Services solving and how is that benefiting you?** On a single platform, you can keep track of all of your financial transactions. It is a safe, secure, and reliable financial solution application. It's a broker-dealer who specializes in safe portfolios and acts as a financial advisor ### 4. Financial business solutions from Pershing financial services **Rating:** 4.5/5.0 stars **Reviewed by:** Aman Preet S. | Developer, Mid-Market (51-1000 emp.) **Reviewed Date:** May 18, 2022 **What do you like best about Pershing Financial Services?** My team has been in good terms with pershing financial services for a good amount of time and audit team is always in touch regarding financial discussion though best part of Pershing financial services is the CRM tool which helps in reporting the stuffs in short it provides good platform for investment professionals also and for a business as well. **What do you dislike about Pershing Financial Services?** I have personally used the mobile application of this service as well but the experience was not good at all compatively to other platform that Pershing financial services provides The mobile app is not easy to work with the UI is difficult to understand and it get stuck in between as well. **Recommendations to others considering Pershing Financial Services:** If you want an end to end reporting for your financial situation then one can surely go for Pershing financial services as they have good quality support along with good CRM tool to manage the reports and documents. **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 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. ### 6. 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 ### 7. 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. ### 8. 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 ### 9. Pershing Financial Services reviews and Information **Rating:** 5.0/5.0 stars **Reviewed by:** Prafulla J. | Salesforce Developer, Enterprise (> 1000 emp.) **Reviewed Date:** May 19, 2022 **What do you like best about Pershing Financial Services?** First of i would like to thank you because they did ☺️ really good help to us. I like how they provide solutions to manager your financial, how people are helping to manage finance, there security and politeness. **What do you dislike about Pershing Financial Services?** As per my experience with Pershing Financial Services I don't noticed any thing.I would just suggest to grow more they should focus on security and they should focus on customer requirements and solutions on them. **Recommendations to others considering Pershing Financial Services:** This is the very best platform to mana6yoyr financial problems. **What problems is Pershing Financial Services solving and how is that benefiting you?** The main problem was how to manage financial stuff, so we have resolved our main problem here and they did lot of help to us. Financial services are very good and help to client grow there office, company. ### 10. Pershing Financial services **Rating:** 5.0/5.0 stars **Reviewed by:** Avi a. | SAP Analyst, Enterprise (> 1000 emp.) **Reviewed Date:** May 17, 2022 **What do you like best about Pershing Financial Services?** These capabilities help online order entry, quotes, exposure to a vast selection of financial products and services, financial tools, and new content to portfolio managers and independent registered asset managers. Their multiple tools help to analyze multiple investment securities with efficiency. **What do you dislike about Pershing Financial Services?** PFS is a financial services firm that specializes in investment management. Advisors, asset managers, investors, and platform providers equally benefit from the company's investment marketing and practice management, clearing, trading, custody, and retirement solutions and services. Wherein the company lacks tools for alternate assets like crypto, Decentralised finance strategies and blockchain. **What problems is Pershing Financial Services solving and how is that benefiting you?** Multiple tools to analyze different types of securities which helps to provide adequate advisory to clients. Benefits Due Diligence Technical analysis Tools for Fundamental analysis Comparisons Data management ## 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/pershing-financial-services-review-1673542?section=pricing&secure%5Bexpires_at%5D=2026-07-17+03%3A55%3A08+-0500&secure%5Bsession_id%5D=3b636ec9-ce82-4bac-bf92-f9d261c69659&secure%5Btoken%5D=4beb93b2865c81e2d38cc3b0e208df732b47cc695dded9c61d24918d30818643&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 - [Morningstar Direct](https://www.g2.com/products/morningstar-direct/reviews) - 4.1/5.0 (425 reviews) - [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) - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - 4.1/5.0 (4,713 reviews)