Pershing

• Operational Support
  • Clearing and Settlement Services
  • Compliance Tools
  • Custody Services
  • Reporting Services

• Trading Services
  • Equity Trading
  • Fixed Income Trading
  • Best Execution

• Flexible Technology
  • Business Intelligence Tools
  • Investor Access Solutions
  • Open Architecture
  • Operational Efficiency Tools
  • Professional Access Solutions
  • iNautix Enterprise Solutions

• Investment Solutions
  • Cash Management Solutions
  • Fund Solutions
  • Lending Solutions
  • Managed Account Solutions
  • Retirement Planning Solutions
  • Wealth Management Solutions

• Practice Management
  • Consulting
  • Education
  • Events
  • Marketing Services
  • Training Services
  • ValueAlliance

• Service Excellence
  • Dedicated Service Model
  • Quality Management Process
  • Reliability

Professional Access Solutions

Join more than 100,000 investment professionals who rely on NetX360™ to manage client accounts online.

This robust platform gives investment professionals easy access to account information, trading, quotes, news, research, and more. It is designed to help efficiently manage accounts, deliver first-rate service, and develop new revenue opportunities.

NetX360™'s open architecture technology enables you to easily connect to your choice of customer relationship management (CRM) applications, financial planning solutions and performance reporting tools, as well as market data, news and research providers. Within a seamless delivery platform, NetX360™ provides:

• 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 NetX360™'s 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

Market Data, News, and Tools

NetX360™ is your gateway to many of the most respected providers of industry research, tools, market data, and news to keep investment professionals ahead of the competition. Packed with core content offerings, NetX360™ provides an extensive suite of tools to get you started.

In addition, you can leverage the power of premium offerings to further boost performance and efficiency.* Choose premium content from such industry-recognized names as: BNY Jaywalk®, Credit Suisse®, Dow Jones®, Morningstar®, Reuters®, Standard & Poor's®, Thomson®, and more.

Contact us to learn more about how Pershing can help your professionals work smarter.

 

*Additional fees may apply for premium services. Pershing is not responsible for content or recommendations contained in premium services provided by third-party content providers.