Pershing Launches Technology Webcast Series to Help Advisors Grow Their Business, Increase Productivity and Enhance Client Relationships

July 23, 2012

JERSEY CITY, N.J., — Pershing LLC, a BNY Mellon company, today announced the launch of a four-part technology webcast series designed to educate broker dealers and investment professionals on how to take advantage of technology solutions available through NetX360® to support the growth of their businesses, enhance their service model and increase the time they spend with their clients.

NetX360 is used by Pershing's introducing broker-dealers, investment professionals and registered investment advisors – a total of more than 100,000 registered users. The platform is built to simplify users’ daily tasks, enabling them to save time, reduce errors and accomplish more.

The webcast series will cover various timely and mission-critical topics, including getting the most out of mobile technology, client onboarding, grouping, task management tools, reports and client meeting documents. The series will also demonstrate how users can group accounts and clients in different ways to better understand the value of relationships.

“We are continually enhancing and expanding NetX360's functionality to keep pace with our customers’ evolving business needs,” said Michelle Gutierrez, Director of Technology Customer Engagement at Pershing. ”The demand for ‘anytime, anywhere’ mobile access is just one of the factors that has brought about a sea of change in the way investment professionals manage their business and interact with clients, and we are dedicated to helping our customers navigate this new landscape. These live events will help educate firms and investment professionals on how to get maximum value from NetX360’s latest features, streamline their workflow and, ultimately, better serve their clients.”

The first webcast in the series, Enhance Your Client Relationships & Grow Your Business, took place on July 20 and was geared toward broker dealer operations personnel. This webcast will be repeated on July 27 and will be aimed at investment professionals and registered investment advisors. Each event in the series will take place twice, each meeting the needs of these two different audiences.

Other topics covered in the series will include:

  • “Empower You as an Advisor” (August 13 and August 20), covering NetX360’s task management application, grouping feature and powerful global search capabilities, which empower users to search for relevant information with type ahead functionality that groups results based on relevant categories. This session will also show how to group accounts and relationships in diverse ways to better understand the value of client relationships.
  • “Go Mobile to Support the Growth of Your Business” (September 18 and September 24), which will dive deep into the explosion of the use of iPads, iPhones and other portable devices, as well as the importance of maximizing mobility in today’s ever changing environment. Investment professionals can leverage NetX360 anywhere and anytime through the platform’s growing mobile capabilities and via, the browser based application.
  • “Enhance Your Client Relationships & Grow Your Business” (October 16 and October 22), will focus on NetX360’s investment in comprehensive reporting capabilities with a focus on usability, flexibility and saving time for the advisor. This webcast will highlight the ease in which advisors can access and build reports focused on account and transactional information as well as compliance and regulatory reports available through Pershing’s new enhanced business reporting tool.

These webcasts are by invitation only for Pershing customers. For more information on other sessions in Pershing’s Technology Forum and the Education and Development webcast series visit:

About Pershing

Pershing and its affiliates provide global financial business solutions to advisors, asset managers, broker-dealers, family offices, registered investment advisor firms and wealth managers. A financial services firm located in 23 offices worldwide, Pershing provides business-to-business solutions to clients representing 6 million active investor accounts on the U.S. platform. Pershing affiliates are members of every major U.S. securities exchange, and its international affiliates are members of the Deutsche Börse, Australian Stock Exchange, Irish Stock Exchange, London Stock Exchange and Toronto Stock Exchange. Pershing LLC (member FINRA/NYSE/SIPC) is a BNY Mellon company. Additional information is available on, or follow us on Twitter @Pershing.

About BNY Mellon

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. As of June 30, 2016, BNY Mellon had $29.5 trillion in assets under custody and/or administration, and $1.7 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on Follow us on Twitter @BNYMellon or visit our newsroom at for the latest company news.