Today’s fiercely competitive environment leaves you with less free time or margin for error than ever before. Flexible technology solutions from Pershing can help you cut through the clutter to find the exact information you need, when you need it, to develop personalized investment strategies. Pershing’s customized platforms offer speed and accuracy in trade executions and other functions you depend on, to enhance your reputation for service excellence with clients.

NetExchange Pro^®:
Our Powerful One-Stop Brokerage Platform
NetExchange Pro®, an account management platform that allows you to save time and cost-effectively manage client assets from a single location. The platform’s innovative features let you:

• Access account information, including balances, holdings, history, prior business day activity, open orders, executions, online statements, and confirmation|
• Utilize e-Document Express™ to sort, search, and print account documents via CD-ROM
• Enter stock, bond, options, mutual fund, and annuity orders
• Utilize powerful financial planning and portfolio management tools
• Obtain market quotes and information, and research from BNY Jaywalk^®, Credit Suisse, Morningstar^®, Standard & Poor’s^®, and other industry leaders, as well as news from Business Wire®, Dow Jones^®, PR Newswire®, and Reuters^®
• Eliminate your need for multiple software packages
• Create ad hoc reports

NetExchange Client^®:
Online Service Means Maximized Convenience
NetExchange Client^® is a powerful tool to help your clients manage their investments online. NetExchange Client also provides timely information to help your clients manage their portfolio. Day or night, your clients can access their balances, portfolio holdings, account activity, order status, cost-basis information, projected cash flow, brokerage account statements, trade confirmations, and more. Our recently launched Electronic Notification Service provides your clients with the ability to replace paper statements with electronic notifications. Your clients may receive electronic notifications via e-mail when a new statement or trade confirmation is available to view online.

"Pershing is pleased to offer a variety of learning channels to help you take full advantage of our technology solutions."

NetExchange Content:
Customizable for Your Unique Business Needs
As part of the Value Alliance program you can extend your service model by accessing a wide array of optional content through NetExchange. Leveraging a long history of partnering with many of the industry’s best-of-breed business service providers, we have over 35 relationships in place today.

Our primary goal is to integrate the content into our NetExchange platforms, and provide a streamlined, one-stopshop experience. Some of the many benefits you receive include discount pricing, elimination of contracts signed directly with content providers, and flexible month-to-month terms.

Optional components may be purchased to ensure you have the most critical information for your specific needs, such as proprietary, institutional research from Credit Suisse; independent, fundamental research from Standard & Poor’s; technical analysis from Market Edge^®, Morningstar Fund Analytics, Morningstar Advisor Workstation Enterprise Edition, powerful asset allocation models from NaviPlan^®, and independent consensus metrics from BNY Jaywalk. Combining these wellregarded sources of industry information and expertise can significantly strengthen the stock and mutual fund recommendations that you make to your clients.

Which Choices Are Right For You?
Whatever investments and expertise you showcase in your business, Pershing’s flexible technology is ready and able to help you prospect more effectively, deepen relationships with your current clients, and enhance your reputation for excellence and professionalism within the investment community. Pershing is pleased to offer a variety of learning channels to help you take full advantage of our technology solutions. These include online training sessions, best practices presentations at our Professional Seminar Programs that are held around the country and abroad, and instructional workshops at INSITE, our annual financial products and services conference coming up this June in Hollywood, Florida.

To learn more about any of the services discussed in this article, or to help determine which Pershing technology capabilities may be right for you, please contact your financial organization.