Pershing offers a powerful professional portal and an investor portal for wealth managers and advisers that work seamlessly together.
Called Nexus Wealth® and Nexus Investor®, they are fully integrated with Pershing’s core technology systems. This gives you easy access to our award-winning custodian and investor services. It also means:
These front office functions give you an off-the-shelf, straight-through processing system that streamlines your operations and significantly improves your business efficiency.
A professional platform with integrated CRM that enables you to deliver improved service levels, manage client accounts more easily and develop new revenue opportunities. You can also use the integrated portfolio management system.
An intuitive web-based platform, branded with your corporate identity, which gives your clients 24/7 access to their investments, documents, market news and alerts via their mobile, laptop or tablet.