Stay up to date with the latest press releases, commentary from Pershing executives, and product and service announcements in The Pershing Press.
|Pershing Study Shows A Gap Exists between What Advisors Say and What Resonates with Investors
August 26, 2014 - JERSEY CITY, N.J. - An effective value proposition strengthens audience connections and fosters growth, yet many advisors have had little objective guidance in formulating such statements until now, according to a new study released today from Pershing, a BNY Mellon company. What Do Top Advisors Say and What Do Investors Really Think? reveals how an advisor can communicate their value proposition to investors and differentiate themselves from other advisors in the industry.
|Albridge Announces Asset Allocation Reporting Enhancements with Morningstar Data for Seamless Advisor and Investor Presentation
August 5, 2014 - LAWRENCEVILLE, NJ - Albridge, an affiliate of Pershing LLC, a BNY Mellon company, today announced asset allocation reporting enhancements with the integration of Morningstar data, providing greater depth and breadth of analytics and reporting for advisors as well as investors.
|Pershing Announces the Next Generation of its Block Trading and Rebalancing Tool for Advisor-Directed Programs
July 9, 2014 - JERSEY CITY, N.J. - Pershing LLC, a BNY Mellon company, today announced the next generation of its block trading and rebalancing tooldelivered through its technology platform NetX360®which offers a series of new capabilities for advisors. The improvements will enable advisors to run drift reports at the household level, create models of models and utilize a new cash rebalancing feature.
|Pershing Wins Workflow Management Coalition’s 2014 Global Award for Excellence in Case Management
July 8, 2014 - JERSEY CITY, N.J. - Pershing LLC, a BNY Mellon company, was named the winner in the Excellence in Client Management category in the Workflow Management Coalition’s (WfMC) 2014 Global Awards for Excellence in Case Management. The announcement was made at the BPM and Case Management Global Summit gala dinner, held June 17, in Washington, D.C. Pershing was recognized for its NetX360® task management solution.
|The Most Successful Advisors Adapt to Client Communication Preferences, Pershing Study Says
June 5, 2014 - HOLLYWOOD, FL - While most advisors are enjoying greater success than they did a few years ago, many are challenged with how to best communicate with their clients, according to new research released today from Pershing LLC (Pershing), a BNY Mellon company. The Second Annual Study of Advisory Success: A New Age of Client Communications and Client Expectations explores the value of key client touchpoints and identifies opportunities for financial advisors to strengthen their connections and be more effective.
|Albridge Announces its New Albridge Wealth Reporting Platform
June 5, 2014 - HOLLYWOOD, FL, - Albridge, an affiliate of Pershing LLC, a BNY Mellon company, today announced the introduction of its new Albridge Wealth Reporting platform. The web-based data management platform will feature updated functionality that spans the full user experience and will improve the way advisors can leverage their clients’ portfolio data to provide accurate and insightful analysis.
|2014 Marks a Year of Innovation and Transformation for Pershing’s Technology Solutions
June 4, 2014 - HOLLYWOOD, FL - At its annual INSITE 2014 conference, Pershing LLC, a BNY Mellon company, laid out the innovations that will have a transformative impact on advisor and investor technology. For the first time in the same calendar year, Pershing is launching new versions of all its major platforms – including NetX360®, NetX360® Mobile, NetXInvestor(NXI) and NetXInvestor Mobile as well as new versions of Albridge Wealth Reporting and a new Managed Investments portal integrated into NetX360. The rollout of these various platforms reflects Pershing's technology strategy which puts particular emphasis on leveraging digital technology to achieve new business growth and opportunity.
|Pershing Launches Integrated Next Generation Managed Investments Platform at INSITE 2014
June 4, 2014 - HOLLYWOOD, FL., - At the INSITE 2014 conference in Hollywood, Florida, Pershing LLC, a BNY Mellon company, today announced the launch of its new, fully integrated, next generation managed investments platform available through NetX360®. A key attribute of the new platform is its ability to accommodate firms that custody with Pershing as well as firms that use other custodians. In addition to the new multi-custodial capabilities, the platform provides a comprehensive suite of tools, including client risk profiling, portfolio analytics, model management, wealth reporting and business intelligence that will help firms and their advisors to be competitive in today’s marketplace and to accelerate the growth of their managed investments business.
|Pershing Launches Alternative Investment Center at INSITE 2014, Adding New Capabilities to Existing Alternative Investment Solutions
June 4, 2014 - HOLLYWOOD, FL., - Pershing LLC, a BNY Mellon company, today launched its Alternative Investment Center, the latest addition to an expanding suite of alternative investment solutions, at its INSITE 2014 conference in Hollywood, Florida. Pershing's Alternative Investment Center, which can be accessed through NetX360, the firm's technology platform, provides advisors access to the educational resources, research and tools required to provide solutions for their clients seeking alternative investment strategies. Pershing also announced today new alternative investment asset class additions to FundVest 200, the firm's research-driven list of no-transaction fee mutual funds, including domestic and international real estate, credit/event-driven, managed futures, absolute return and multi-strategy funds.
|To Roth or Not to Roth? That is the Question
May 7, 2014 - Read the article on InvestmentNews or download the PDF.