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

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

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

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

• Practice Management
  • Consulting
  • Education
  • Events and Workshops
  • Marketing Services
  • Training Services
  • ValueAlliance®

• Service Excellence
  • Quality Management Process
  • Reliability

Open Architecture

Connect to Pershing through your own choice of front-end platforms. Our open-architecture solution easily integrates with a wide array of order management, portfolio management, and allocation management systems. Our robust technology seamlessly interfaces with many application service provider vendors, including Advent Back-Office Services® (ABOS®) and Orion Advisor Services®.

NetExchange Advisor™, Pershing's online brokerage platform for independent registered investment advisors, makes it easy for you to link to Pershing's full range of resources. You gain an environment that is tailored to your business, without sacrificing the efficiency and security of Pershing's platform.

NetExchange Advisor™

• Enables you to manage both your business processes and your investment activities from a single platform
• Provides one-stop access to a host of resources to support your business, including operations, compliance, product and practice management solutions, trading, and account management
• Allows you to download data from NetExchange Advisor™ to nearly every major portfolio management system, including Advent Axys® and Performance Technologies Portfolio Center®
• Enables you to import and export data, including allocation data and trade requests, to power other systems
• Provides access to the NetExchange Advisor™ Work Corner, a tool that allows advisors to check on the status of operational requests
• Offers you the convenience of online initiation of service requests and automatic routing of requests to the appropriate Pershing department via Service Center

Contact us to learn more about our open-architecture platform.

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