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BNY Mellon’s Pershing Delivers Next-Gen Technology and Integration Capabilities for Highly Efficient Experiences

GRAPEVINE, TX – BNY Mellon’s Pershing (“Pershing”) today announced the next generation of technology solutions for advisors and wealth management professionals from its flagship conference INSITE 2022. Experience and efficiency are front-and-center in this latest round of updates with the introduction of the new NetX360®+ platform and enhancements to its NetXServices integration portal. Both have been optimized to deliver a more intuitive, seamless user experience, from the advisor experience to operations and business processing.

“We're launching our next-generation professional platform, NetX360+," said Tim Foley, Managing Director, Technology, BNY Mellon | Pershing. "It works with you as a personal digital partner — the more you engage with it, the more it will provide a curated experience, including insights tailored just for you. We have an incredible wealth of data that we're using to make the experience smarter, more personalized, and more intuitive. It's extremely powerful, spotlighting better ways to serve your clients and targeted opportunities to grow your business."

NetX360+, Pershing’s redesigned, premier platform equips advisors with a more streamlined user interface and more intuitive experience, available today, including:

  • Hyper-personalization based on individual user profile and usage patterns
  • Machine learning-driven search results for faster access to relevant data
  • New data insights based on client behavior and market activity that highlight recommended next best actions to proactively support client needs and business growth opportunities
  • Integrated learning via a digital adoption platform to help users achieve swifter proficiency with new features and tools

NetXServices Integration Portal, Pershing’s next-generation integration source which launched last year, has been enhanced on several fronts. The portal now delivers an easy way to access all integration capabilities, including one of the fastest account openings in the market. Pershing’s Integration Hub delivers bi-directional, real-time data synchronization with a growing network of integrated third-party providers. A build-once, deploy-many framework significantly reduces the time required for clients to complete new integrations.

In addition, the portal has been updated with a complete API set, including two new options designed to deliver real-time data access and convenient self-service:

  • Streaming APIs to enable firms to dynamically update their platforms
  • Asset movement via digital authorizations for payments and asset transfers from Pershing to third-party brokerage accounts

“We are committed to delivering the innovation and efficiency that digital-first wealth management firms need in today’s consumer-driven environment,” said Ram Nagappan, CIO, BNY Mellon’s Pershing. “Our robust set of APIs offer firms direct access into our full clearing and custody platform, with a suite of integrated solutions for managing real-time orders, workflow, activity, rules, approvals and reporting.”

For more information about INSITE 2022—including a full agenda of speakers, sessions and events please visit Join the conversation on social media by following @Pershing on LinkedIn and Twitter and the #realinsite hashtag.

BNY Mellon’s Pershing is a leading provider of clearing and custody services. We are uniquely positioned to help complex financial services firms transform their businesses, drive growth, maximize efficiency, and manage risk and regulation.

Wealth management and institutional firms outsource to us for trading and settlement services, investment solutions, bank and brokerage custody, middle and back office support, data insights, and business consulting.

Pershing brings together high-touch service, an open digital platform and the BNY Mellon enterprise to deliver a differentiated experience for every client.

Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company. With offices around the world, Pershing has over $2 trillion in assets and millions of investor accounts. Pershing affiliates include Albridge Solutions, Inc. and Lockwood Advisors, Inc., an investment adviser registered in the United States under the Investment Advisers Act of 1940. Additional information is available on, or follow us on LinkedIn or Twitter @Pershing.

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BNY Mellon’s Pershing
Liz Ozaist
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