Operational Efficiency Tools
A smoother workflow can directly impact your bottom line.
Take advantage of Pershing's robust tools for straight-through processing. You can help lighten the workload for your back office, while empowering your investment professionals to handle more order processing and execution.
Asset Movements
- Round-the-clock asset management, with real-time data and accurate reporting
- Ability to manage with information, instead of physical inventory
- Stronger bottom line through lower asset base, improved asset utilization, increased productivity, and more efficient purchasing and maintenance
NetX360
- Customizable Views: Tailor your screens, account groups and data displays to suit your individual work style and needs
- Simplified Navigation: Make fewer clicks to quickly and easily find the information you need
- Superior User Experience: Complete the tasks needed to grow and manage your business with greater speed
- Improved Productivity: Perform your operational tasks faster by leveraging NetX360s efficiency-related features
- Advanced Compliance Monitoring: Ensure pre- and post-trade compliance, and quickly learn about events and regulations that may affect your clients' accounts
- Integrated Functionality: Access tools, research, market data, quotes, news and trading information from a single, easy-to-use source
Service Center
- Streamlined management of transactional requests, plus alerts for items that need attention
- Customized request process, with ability to review requests prior to final submission
- Enter statement messages to be included on brokerage account statements as you wish
- Proactive service level monitoring through a personalized Quality Scorecard
Contact us to learn more about what Pershing can do to optimize your operations.