• 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 NetExchange Pro® 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.

NetExchange Pro Offers:

• Integration, combining research, financial planning tools, news, market data, and trading information on a single platform—including more than 40 premium tools from more than 20 third-party providers
• Full product accessibility, including equities, options, fixed income products, mutual funds, annuities, and managed account solutions
• Personalization of screens, navigation, and display to suit individual work styles, plus up to 40 model portfolios
• Superior user experience, including at-a-glance client account information and easy access to critical order information
• Increased productivity with a variety of online tools to speed operational tasks
• Streamlined communications, including real-time alerts, online account setup, online training, and more
• Multiple access points, helping professionals stay productive in the office or on the road using Windows® or web-based versions, or a wireless device

Pershing also offers NetExchange Advisor™, an online platform for registered investment advisors and dually registered professionals.

Market Data, News, and Tools

NetExchange Pro 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, NetExchange Pro 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.

 

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