Pershing Financial Services
Reviews
Star rating
Rank in Investment Portfolio Management
Pros and cons
Pros
Cons
Traffic & LLM citations
Source: G2 review data
Winning from
Losing to
Key stats
Adoption by company size
| Segment | Share of reviews |
|---|---|
| Small Business | 29.3% |
| Mid-Market | 29.3% |
| Enterprise | 41.4% |
Quarterly history
| Quarter | Reviews | Star rating |
|---|
Satisfaction ratings
What reviewers say
Community Sales Advisor
“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.”
Pershing Financial Services best broker for trades
“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.”
Good product with potential for improvement by strong customer support
“The mobile app offering is a great tool. There is a wide range of product and solution offering for a financial and investment operations segment.”