When it comes to delivering a unique experience, we understand your firm needs flexibility to develop your technology, your way.
Some firms may choose to build an end-to-end system, while others prefer to integrate proprietary or multiple third-party solutions, and still others want to leverage a turnkey technology solution.
Whether your firm is a broker-dealer, RIA, trust, or bank, you benefit from the flexibility of integrating with the technology solutions of your choice—no matter your approach. We offer many different levels of integration, and an array of integration options, including Application Programming Interface (API), Society for Worldwide Interbank Financial Telecommunication (SWIFT), Financial Information eXchange (FIX), Single Sign-On (SSO), Micro Frontends and Standard Files.
Our Integration Portal is your one-stop-shop for all your integration needs. Powered by NetXServices®, it provides convenient self-service access and, improved speed to market. We offer a wide array of core service functions and business data sets for integration. With the Integration Portal, you choose the applications and use cases that best fit your business model, and we support your ability to rapidly build and deploy the solutions you create.
We work with select, industry-leading financial technology providers so that you can readily integrate your choice and mix of solutions into one streamlined ecosystem. Whether you require a specific Client Relationship Management (CRM) or financial planning application, or are developing your own end-to-end platform, Pershing can help you connect to the solutions of third-party providers to support your custom-tailored technology strategy.