PERSPECTIVES

Insight into what matters

TECHNOLOGY

Three Key Tech Themes for Wealth Management Firms

Pershing’s top tech leaders discuss AI, tech stacks and changing technology.

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PERSPECTIVES

Driving Forward

An Interview with Sareena Dalla Brookshire.

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Investor Experience

A Flexible Online Client Portal Better Connecting You and Your Clients

Investor expectations are changing. They want instant access to information and sophisticated tools to manage their finances. With NetXInvestor®, you can provide them with both, and much more.

 

As a secure, resilient and flexible technology solution, NetXInvestor keeps you and your clients connected online. It offers clients an elegant and intuitive digital investment solution combined with powerful, flexible self-service tools so that you can configure the platform to your own brand and client experience

NetXInvestor®

NetXInvestor delivers a rich experience and broad flexibility that lets you adapt to the changing ways investors want to do business—now and in the future. With NetXInvestor, your clients can:

  • View account statements, trade confirmations, and tax statements online through eDelivery
  • Get instant access to balances, portfolio holdings, account activity, 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™
  • Access quotes and news from leading sources, plus research on thousands of stocks, options and mutual funds

Access for Everyone

We understand that each client is unique. That is why our focus is on you and your clients, to foster better engagement for any client situation. As such, we are committed to driving accessibility and providing an exceptional experience for everyone.

Some highlights of NetXInvestor includes:

  • Among the first in the industry to offer a full Web Content Accessibility Guidelines (WCAG) 2.0 compliant site and certification by an independent third-party
  • Access for clients with disabilities to select the “Accessible Theme” for navigation and appearance that follows the Americans with Disabilities Act (ADA) guidelines
  • Spanish language theme available

Self-Service Options

More and more investors are demanding easy-to-use tools to perform basic tasks. With our innovative self-service tools, investors gain greater access to their accounts while advisors gain greater freedom to focus on strengthening relationships.

  • Account Opening: Start client relationships off right with our digital account opening process. Integrated account funding helps improve the experience and reduce unfunded accounts.
  • Asset Movement: Support a paper-free setup and schedule asset movements so investors can move money with greater convenience.
  • Trading: Give clients the option to enter orders online – for stock, options, ETFs, 529 plans and mutual funds. 
  • Additional Self-Service Options: Take advantage of additional options such as eDelivery, mobile check deposit, alerts and more. Dynamic entitlements let your firm choose the access appropriate for your clients.

Wealth View

Wealth View, powered by Wealth Reporting and Insights*, is a value-added account aggregation and performance reporting solution that offers clients a more complete financial picture. With a simple, consolidated view of accounts and performance, clients can gather greater financial insights, enabling better informed decisions – anytime, anywhere. Additional benefits include:

  • Greater efficiency by eliminating the need to share various account information by paper
  • Enhanced access to data and performance reporting to foster better client-advisor collaboration
  • Deeper insights into a client’s external accounts, which can offer greater value received from the advisor relationship

Digital Wealth

As today’s clients become increasingly comfortable relying on a combination of digital and human advice, we are committed to providing choice and flexibility to address evolving preferences. Our digital wealth offering is an open and objective model that includes Pershing's own Digital Portfolios and integrations with best-of-breed third-party providers. This enables you to:

  • Grow your business by connecting with new investors and support increasingly tech-savvy, do-it-yourself investors of all ages
  • Leverage choice in providers to find a solution for your specific business needs and digital wealth strategy

Extend Your Firm's Brand

As a partner in your success, our goal is to keep you at the center of your clients’ financial lives. NetXInvestor’s flexibility allows you to create and configure the experience you want your clients to have, while meeting their needs. You can take advantage of branding opportunities to create the optimal experience to represent your firm’s brand and visual identity. We support your firm’s marketing efforts to ensure your brand is consistently displayed across all digital channels including logo, colors and style guide elements.

*Technology services provided by Pershing X, Inc., formerly known as Albridge Solutions, Inc.

 

Subject to system availability and an internet connection. You and your clients should independently and carefully consider whether any investment instruments are suitable for your client’s particular investment objectives and financial position. Investing in securities involves risk, including loss of the principal amount invested. Past performance is not indicative of and is not a guarantee of future performance.

 

Information and content available on NetXInvestor are not intended as and do not constitute an offer, solicitation or a recommendation to purchase or sell any security. Pershing LLC does not offer or provide investment advice.

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