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NetXServices Overview


According to a recent study, moving to a fully-integrated technology environment could free up more than a month of time for each of your team members every year. That means you could spend fewer resources on operations—and free your staff to focus on acquisition and prospecting instead.*

Our flexible architecture enables us to deliver access to a wide range of integrated core financial services solutions from your desktop or mobile device creating a Premium Content solution that boasts an extensive ecosystem of providers for market data and news, research and financial tools.

Download the NetX360 Premium Content [PDF] brochure to learn more.



Pershing's NetXServices platform is an open architecture solution that provides real-time access to Pershing's financial tools and information via your proprietary front-end or chosen third-party software solutions. This is achieved using standardized application programming interfaces (APIs). You can select from a wide array of core services, functions and business data sets for integration, including:

  • Account Management Services
  • Trading and Settlement Services
  • Institutional and Operational Services
  • Asset Movement Services

*Source: Aite study: RIA Technology Integration: The True Opportunity Cost of Inefficiency