NetX360 provides the technology to efficiently manage your business from CRM and client onboarding to operations and reporting.
Pershing Financial Services
Pershing Financial Services
NetX360 provides the technology to efficiently manage your business from CRM and client onboarding to operations and reporting.
7.6/10
(Expert Score)
★★★★★
Product is rated as #22 in category Investment Portfolio Management Software
Customer Reviews
Pershing Financial Services Reviews
User in Financial Services
Advanced user of Pershing Financial Services★★★★★
What do you like best?
Able to call in to provide answers to questions I have.
What do you dislike?
Sometimes has a long hold time and sometimes get conflicting answers.
What problems are you solving with the product? What benefits have you realized?
Answers to tranfer issues or what paperwork is required.
