Investor Portal: Pershing Nexus Investor®

Pershing Nexus Investor

Improve your Clients’ Experience Through Superior Reporting, Communication and Collaboration

Pershing Nexus Investor® is one of the best investor portals available on the market. It provides your clients with a highly sophisticated and feature rich investment portal that delivers state-of-the-art reporting, with a fully integrated view of all their investments.

It is already integrated with Pershing’s custodian capability and back office services and works seamlessly with our digital professional portal, Pershing Nexus Wealth®.

Key Benefits to Your Clients

Your clients can:

  • Access the portal on the go—it will work on almost any mobile or tablet device; clients just need an internet connection
  • Choose how they communicate with you via chat, video, phone or email
  • Check their investments themselves, 24/7
  • Receive alerts and news about their investments
  • View documents online via the integrated document management system
  • Upload documents they wish to share with you
Investor Access - NetXInvestor

Key Benefits to You

Your advisers can:

  • Adapt to the changing ways your clients want to do business
  • Communicate more easily with your clients
  • Record all communications (chat, video, phone or email) for MiFID II records
  • Co-browse with your clients, enabling easy portfolio review and discussion, remotely
  • Receive alerts on your clients’ investment activity and investment events
  • Reduce the time spent fielding basic investor requests
  • Brand the portal with your own corporate identity, enhancing your professional image
Investor Access - Mobile
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