Investor Experience

A Flexible Online Client Portal Better Connecting You and Your Clients

Investor expectations are changing. They want instant access to information and sophisticated tools to manage their finances. With NetXInvestor®, you can provide them with both, and much more.


As a secure, resilient and flexible technology solution, NetXInvestor keeps you and your clients connected online. It offers clients an elegant and intuitive digital investment solution combined with powerful, flexible self-service tools so that you can configure the platform to your own brand and client experience

*Technology services provided by Pershing X, Inc., formerly known as Albridge Solutions, Inc.


Subject to system availability and an internet connection. You and your clients should independently and carefully consider whether any investment instruments are suitable for your client’s particular investment objectives and financial position. Investing in securities involves risk, including loss of the principal amount invested. Past performance is not indicative of and is not a guarantee of future performance.


Information and content available on NetXInvestor are not intended as and do not constitute an offer, solicitation or a recommendation to purchase or sell any security. Pershing LLC does not offer or provide investment advice.

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