Pershing’s open architecture technology and agnostic approach to business models means we are completely flexible and give you a choice of how to integrate your chosen systems with ours and how you transfer data between us. We give you freedom to select the connectivity that bests suits the way you run your business.
Which front office systems you choose to integrate with Pershing Nexus® is entirely up to you. You have these choices:
Our long experience in integration means we can advise you on the best route to suit you. Currently, we integrate with approximately a dozen third-party providers of applications such as CRM, portfolio management and investor portals, so contact us to find out more.
Nexus Web Services provides a real-time, industry-standard interface to connect to Pershing Nexus business functions.
We offer a variety of data file interfaces to provide bulk transfer of information between your systems and ours.
Gain efficiency and reallocate your resources to growing your business.
Create new ways to help your clients achieve their investment goals.
Develop an extensive and innovative wealth management service.