Managed Accounts Technology

Managed Investments Technology

Run Your Business on Pershing's Award-winning Technology, NetX360

Whether you are adding to your existing managed accounts program—or expanding into the advisory market for the first time—you can find a technology solution to fit your needs, regardless where you custody your assets.

Pershing's managed accounts technology provides an intuitive, integrated and elegant experience that is designed to:

  • Deliver seamless accessibility for Advisor-Directed Accounts, Mutual Fund/Exchange-Traded Fund Wrap Accounts, Separately Managed Accounts and Unified Managed Accounts
  • Potentially improve efficiency, reduce expenses and grow revenue
  • Manage investors' needs from start to finish—from proposal to performance
  • Simplify the way advisors do business
  • Provide education, training and business intelligence resources
Powerful Features That Simplify Your Experience

Our technology frees advisors to focus on growing their business—and can help make your organization more competitive at attracting and retaining top talent. It offers:

  • Sales tools to enhance the investor experience with comprehensive, high-quality investment proposals featuring detailed analyses of current client portfolios
  • Tools for model management, block trading and rebalancing—allowing advisors to manage trades for hundreds of accounts with just a few clicks
  • Wealth reporting tools powered by our affiliate, Albridge Solutions, LLC , offering holistic views of client relationships
  • Business process management solutions—including account opening and maintenance workflow tools—integrated into common menu options, simplifying operational tasks and adding transparency
  • Portfolio analytics and research tools integrated within the proposal system and research center
  • Business intelligence and decision science tools—including book-of-business optics and key account data—offering actionable insights to help advisors grow their businesses, work more productively and manage risk
  • Connectivity to our affiliate, Lockwood Advisors, Inc 

Albridge Solutions, Inc. is an affiliate of Pershing LLC, member FINRA, NYSE, SIPC, a subsidiary of The Bank of New York Mellon Corporation (BNY Mellon).

Investment advisory services are offered through Lockwood Advisors, Inc. (Lockwood). Lockwood is an investment adviser registered in the United States under the Investment Advisers Act of 1940, an affiliate of Pershing LLC and a subsidiary of The Bank of New York Mellon Corporation (BNY Mellon). SEC registration neither implies nor asserts the SEC or any state securities authority has approved or endorsed Lockwood or the contents of this disclosure. In addition, SEC registration does not carry any official imprimatur or indication Lockwood has attained a particular level of skill or ability.

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