No two clients have the same set of expectations. While some prefer to build their own user experience, others may integrate proprietary or multiple third-party solutions in order to deliver a unique experience. That’s where we come into play—helping our clients create the experiences they want to provide.
Technology + Integration = more connected and collaborative user experiences
Our NetXServices offering allows for full integration with Pershing technology regardless of how clients choose to integrate. Whether a broker-dealer, RIA, trust or bank, our clients benefit from the efficiencies created by NetXServices. The experience provides clients the flexibility to integrate with the technology solutions of their choice, ultimately helping create a user experience designed specifically for them and their investors—one that can easily be enhanced as their business needs evolve.
We enable our clients to optimize their digital wealth platform in multiple ways, including:
With Pershing, our clients have a wide array of core service functions and business data sets for integration:
|Account Management Services||Trading and Settlement Services|
|Institutional and Operational Services||Enterprise Services|
|Cash and Asset Management||Documentation Services|
To learn more about NetXServices or to get started, contact your Pershing Relationship Manager.