Integration as a Service

Technology Integration

NetXServices®: Delivering technology integration the way you want it

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.

Integration as a Service

We enable our clients to optimize their digital wealth platform in multiple ways, including:

  1. The NetXServices API Store, powered by NEXEN—self-service access to a comprehensive catalog of enterprise-wide API solutions, giving you and your firm an improved speed to market
  2. Components—ready to use software delivered directly to your front-end portals quickly and easily
  3. Vendor integration—open architecture that enables our client’s to access vendors with which we have integrated
  4. Additional integration options—Single-Sign-On (SSO), Secure File Transfer Protocol (FTP) and multiple real-time messages based protocols, including Web Services and Financial Information eXchange (FIX).

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
Performance Reporting Billing

To learn more about NetXServices or to get started, contact your Pershing Relationship Manager.

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