NetXInvestor Access

Overview

Integration has never been more important to your firm’s strategy to compete and grow.That’s why we take an open and objective approach. With an open framework, we make it easy for you to deliver customized digital experiences to your clients and advisors—now and in the future.

Our integration solutions can help your firm gain greater agility and improve speed to market, benefit from a wider range of technologies which you may more seamlessly use to create improved digital experiences, and make better use of data and streamline operational processes.

A Flexible Approach to Integration

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.

Integration Portal

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.

Integration portal

Third-Party Providers

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.

third-party providers
.