Integration as a Service

Technology Integration

Flexible Open Architecture

NetXServices® is an open architecture solution that provides real-time access to Pershing's financial tools and information via your proprietary front-end or chosen third-party software solutions. This is achieved through the creation of standardized application programming interfaces (APIs).

NetXServices supports solution integration across financial services, creating efficiencies for clients in multiple market segments, particularly those accustomed to a specific front-end experience but who want to take advantage of Pershing's core strengths, services, tools and information. With NetXSerivces, you can quickly add multiple capabilities to Pershing's trusted and proven infrastructure to create a seamless, straight-through processing environment to meet the needs of your clients and advisors.

Pershing's open architecture solution has adopted common industry technologies and business services to provide a variety of integration options including Single Sign On (SSO), Secure File Transfer Protocol (FTP) and multiple real time message based protocols, such as Web Services and Financial Information eXchange (FIX). You can select from a wide array of core services functions and business data sets for integration, including:

  • Account Management Services
  • Trading and Settlement Services
  • Institutional Services
  • Operational Services
  • Enterprise Services
  • Documentation Services
  • Asset Movement Services

Leveraging our network of more than 250 leading third-party content providers is easy. Available directly to you through NetX360, our Premium Content solution gives you access to various resources combined with the efficiency of a seamlessly integrated environment. These premium content providers are part of our expansive ecosystem of market data,news, research and financial tools.

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