Looking for technology that helps you cut costs, streamline workflows, and manage risk—yet fits seamlessly into your own infrastructure?
Pershing Advisor Solutions' time-tested platform is built on the same engine that powers 1,500 of the world's leading financial organizations and independent registered advisors. Automated, straight-through processing systems deliver timely, accurate information 24 hours a day, even during extreme volatility.
To help you leverage your existing investments, our open architecture easily integrates with your proprietary and third-party portfolio management systems, order management systems, and more.
Flexible Technology Solutions
- Business Intelligence Tools - Develop smart strategic plans and sync them with day-to-day operations
- Investor Access Solutions - Offer your clients day and night online access to their account information with NetExchange Investor™
- Open Architecture - Link to Pershing through your firm's established front-end platform
- Operational Efficiency Tools - Streamline the way you do business now, while preparing for the future
Contact us to learn more about our technology solutions.
Learn more about Pershing's complete solution to efficiently manage your entire business.
NetX360™ was named the Software Product of the Year by Joel P. Bruckenstein in his annual retrospective column, “The Best of Technology 2009.”