Reporting and Analytics

Analytics and Reporting - Pershing Technology and Data Management

Integrated Reporting and Business Intelligence

Take full control of your business—from day-to-day operations to strategic planning—with Pershing's vast array of business intelligence tools.

NetX360® allows you to easily generate tailored reports, access actionable intelligence and perform quick analyses to help manage your business more efficiently. Choose from a range of options to meet your needs—from a Report Center for standard reports to sophisticated business intelligence dashboards.

With NetX360 integrated reporting and business intelligence tools, you can:

  • Identify patterns and trends that can help you spot issues and pinpoint new opportunities for growth
  • Generate customized client reports based on specific client account information
  • Filter through a list of criteria, run reports on demand or schedule reports to run on a recurring basis
  • Export reports for further analysis or save electronically
  • Evaluate your business to identify areas for improvement and make adjustments to create a successful strategy

With the ability to dive deep into the data to identify important events or to take a more strategic, broader view of the business, the platform caters to users with varying levels of data savviness.

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