Essential Tools to Go Digital

Digital technologies are playing a critical role in the Advisor/Client relationship today more than ever before. Pershing’s industry-leading technology enables you to adapt to the evolving ways your clients want to do business—now and in the future. We are committed to transforming your business through the most secure, resilient and flexible digital solutions. The following easy-to-use digital tools can help you operate more efficiently and empower your clients with the capabilities to ensure they derive the greatest value from your firm.

Here are the essential digital solutions you will need for your business to go digital:

  1. eDelivery
    Receive statements, confirmations, shareholder information, account notifications and letters online to eliminate mail to client’s home and expedite access by utilizing eDelivery.
  1. eSignature
    Pershing accepts eSignature for almost any type of document, allowing advisors and clients to digitally complete maintenance tasks from anywhere they have a computer or mobile device. You can streamline the onboarding process with our integrated eSignature solutions with the ability to pre-populate data from our professional workstation, NetX360®, source systems or your own CRM with a digital signature.
  1. Money Movement
    Quickly and easily move money and securities in and out of client accounts through NetX360. Setting up digital authorizations offers a secure process to initiate federal fund wires, checks and Automated Clearing House (ACH) transactions online, including outbound third-party.

    Our investor portal supports paperless setup and scheduling of money movements, adding convenience for clients to expedite requests and eliminating the need for a call request. Mobile Check Deposit gives you and your clients a fast and easy way to deposit checks from any mobile device.

    For clients wanting to establish an electronic checking account and/or debit card, Pershing’s asset management account, Corestone®, offers Electronic-Only accounts via eSignature. Corestone offers digital payment options:

    • Authorized debits and direct deposits (ACH debits/credits)
    • VISA® Debit Card
    • Mobile wallet options, such as Apple Pay®
    • Peer-to-peer (P2P) payments
  1. Collaboration Tools
    My Client View allows you to see what your client is seeing in the investor portal, enabling a more efficient and productive online interaction. One-Time Passcode (OTP) provides NetX360 and investor portal users a greater level convenience and security from unauthorized access with a simplified secure login process.
  1. Alerts and Notifications
    NetX360 Mobile keeps you on track with Alerts and Notifications via email or pop-up messages that can be received on your mobile device when you are away from the office. Get notified of changes in:
    • Price
    • Volume
    • Security news
    • Action item alerts
      • Executed trade
      • New account opening

Download the NetX360 Mobile app:

Download the Investor Portal Mobile app::

  1. Analytics and Reporting
    NetX360 Analytics provides valuable intelligence from business data, including the ability to track new asset flows and business performance while excluding market fluctuations.
    • Dashboard Insights provide performance measurements across your firm.
    • OpportunityView®—or Fully-Paid Securities Lending identifies appropriate clients and the total revenue opportunity to your firm.
    • Wealth Reporting and Insights* delivers an accurate, single view of all of your clients’ assets via an online dashboard or versatile reports for individual clients or user-defined portfolios.
    • Wealth View, powered by Wealth Reporting and Insights, is a value-added account aggregation and performance reporting solution that offers clients a more complete financial picture.
    • Report Center provides an intelligent search capability and a report building wizard.
  1. Education and Resources
    Pershing provides access to a large number of educational resources, online trainings, guides and how-to videos for helping you go digital in a secure and easily accessible environment.

*Wealth Reporting provided by Albridge Solutions, Inc. an affiliate of Pershing LLC, both wholly owned subsidiaries of The Bank of New York Mellon Corporation (BNY Mellon).