Operations Experience

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Overview

As a business-to-business provider we keep you at the center of your clients’ financial lives. Having an easy-to-use, secure, resilient and flexible technology platform is key to growing your business—so is having access to a diverse suite of products. Combine the two, and you have a winning solution: NetX360. The smart and convenient way to improve operational efficiency and productivity at your firm.

  • Efficient single platform experience
  • Configurable to the way you conduct business
  • Integrated document management and managed account proposal systems
  • Work smart by using rules-driven processing and real-time alert workflows

Trading Tools

Simplify the way you do business with tools that enable you to buy and sell.

Single Order Entry offers a simple tool to quickly execute an order.

  • Options
  • Mutual Funds
  • ETFs
  • Fixed Income
  • Alternatives
  • International

Block Trading and Rebalancing capabilities make it simple to create, maintain and monitor multiple models—allowing you to assign, rebalance and process trades across multiple accounts at once.

  • Maintain single or multi-sleeve models
  • Rebalance unlimited number of accounts
  • Add/trim security positions
  • Account liquidations
  • Drift Monitoring and Alerts capabilities
  • Household Rebalancing

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Holistic Views of Your Clients

My Client View gives clients the ability to view their portfolio and access important information about their investments. This customizable portal is accessible by both the client and advisor, and with both seeing the very same thing advisors have the opportunity to walk through it step-by-step virtually with clients.

Pershing integrates with Morningstar® ByAllAccountsSM and AllData Advisor® from Fiserv to supplement account aggregation—with advisor/investor access to thousands of financial institutions—to provide a complete view of the client's portfolio.

  • Increases visibility of funding sources, such as balances in bank accounts and money funds.
  • Enhances the accuracy and value of allocation programs by covering more assets.
  • Helps to identify other key relationships in clients' lives.
  • Expands an advisory relationship, allowing an advisor to potentially gain wallet share.
  • Identifies cross-sell and service expansion opportunities that deepen client relationships.

Business Process Management

As operations and regulatory costs have grown for many firms, efficiency and scale have become necessary to remain competitive. The advantages of streamlining operations allow advisors to spend more of their time advising their clients and growing their wealth and less on administrative and other routine functions.

In response to the spikes in volatility and volume, many firms have enhanced controls with tools that are flexible and configurable, such as Pershing’s Enterprise Rules Engine™, and other electronic workflow tools that can provide greater controls around market activity to allow for business growth while helping to manage appropriate levels of risk.

Work Baskets provides a dashboard of work items you are entitled to process, with quick links to push work items, or view in a list. The Service Center allows a two-way correspondence between advisors and Pershing associates to process work while subscribing to real-time alerts and notifications.

Document Management and Workflow* is a customizable and SEC 17a-4-storage compliant solution; helping you become more operationally efficient and is scalable for any size office.

  • View, scan, retrieve and approve documents.
  • Save your firm days in processing time and help to reduce Not in Good Order (NIGO) business.
  • Reduce storage and filing costs while ensuring document storage and audit compliance.
  • Automatically initiate appropriate workflows and eliminate the flow of paper with eSignature integration.

*Technology services may be provided by Pershing X, Inc., formerly known as Albridge Solutions, Inc. 

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