Solutions to Enrich the Investor Experience

Solutions to Enrich the Investor Experience

NetXInvestor®: A Flexible Online Client Platform

Investor expectations are changing. Today clients want instant access to information, plus sophisticated tools to manage their finances.

Pershing's NetXInvestor® lets you provide clients a window into their financial world—and keep them connected with you online. It combines an elegant and intuitive investment solution with exceptional flexibility to configure our platform to your brand.


It can also help you save time and money in delivering information, thanks to powerful self-service tools and online distribution of electronic documents. With NetXInvestor, your clients can:

  • View account statements, trade confirmations, and tax statements online through e-Delivery
  • Get instant real time access to balances, portfolio holdings, account activity, projected cash flow, tax information, and more
  • View a comprehensive account summary at a glance—right from the home screen
  • Pay bills via single sign-on to Bill Suite
  • Securely reset passwords
  • Access quotes and news from leading sources, plus research on thousands of stocks, options and mutual funds
  • View accounts 24/7 from a tablet or smartphone with our new NetXInvestor Mobile app for the Apple® iPhone® and iPad®.

You can easily customize your client experience to fit the needs of your firm, your advisors and their clients. Dynamic entitlement controls let your firm choose the level of access you provide to your clients. You can also white label NetXInvestor to further strengthen your own brand.

Featured Solutions and Resources