Pershing Broadens the Accessibility of NetX360 to run on Microsoft's Surface Pro Tablet

April 30, 2013

JERSEY CITY, N.J., - Pershing LLC, a BNY Mellon company, today announced that the company’s industry-leading technology platform for advisors, NetX360®, now runs on Microsoft's new Surface™ Pro tablet. The availability and compatibility of NetX360 on the Surface Pro will help investment advisors manage their business more effectively and efficiently while working in the office or on the road.

On the Surface Pro tablet, NetX360 runs on the Windows® 8 Pro operating system. This allows investment advisors to have NetX360 open and accessible, while simultaneously working on a document or spreadsheet in a different application. This operating system not only allows every Microsoft program to appear and work as it would on a desktop personal computer, but it also permits several applications to run on the Surface Pro tablet at one time.

"We strive to anticipate our clients' needs and deliver our platform across any device so that they can focus on their clients and the growth of their business. The addition of Microsoft Surface Pro to the array of mobile devices that can support NetX360 speaks to our commitment to putting our clients’ needs first and gives them the choice of how they access our platform." said Ram Nagappan, co-CIO of Pershing, "NetX360 on the Surface Pro is the latest in a series of mobile innovations and solutions spanning over the more than 20 years and we will continue to bring new mobile solutions to meet the needs of investment advisors."

Users of NetX360 on the Surface Pro can leverage the features and functionality of the Surface Pro device. Investment advisors can use the tablet's touch screen capabilities, the onscreen keyboard or the Surface Pro stylus. NetX360 is available to download through the Pershing website and can be accessed via the tablet’s browser.

About NetX360®

NetX360 is Pershing's professional access platform for clients and advisors. A personalized and intuitive platform to power users' business needs, NetX360 features an intuitive user interface and personalized navigation that simplifies how the brokerage and advisory world does business and engages with clients. Using easy navigation tabs, custom dashboards and global search, users have access to all of the information and tools needed to manage client relationships, evolve their practice, perform research, execute trades and more. NetX360 is also the gateway to a leading network of information and technology providers to help clients grow their business quickly and efficiently.

About Pershing Prime Services

Pershing Prime Services, the New Model Prime BrokerTM, delivers a comprehensive suite of prime brokerage solutions. We provide stable counterparty strength, extensive access to lendable securities, alternative sources of finance, dedicated client service, robust reporting tools, global execution and custodial solutions through the integrated platform of BNY Mellon. Pershing Prime Service is a service of Pershing LLC (member FINRA/NYSE/SIPC), a BNY Mellon company.

About BNY Mellon's Pershing

BNY Mellon’s Pershing and its affiliates provide advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers with a broad suite of global financial business solutions. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody, investment and retirement solutions, technology, enterprise data management, trading services, prime brokerage and business consulting.

Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation. With a network of offices worldwide, Pershing provides business-to-business solutions to clients representing approximately 7 million investor accounts globally. 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. As of June 30, 2019, BNY Mellon had $35.5 trillion in assets under custody and/or administration, and $1.8 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.