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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 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