Pershing Enhances NetX360® Platform with Additional Third-Party Technology
New portfolio rebalancing, forms management and CRM capabilities will help
improve advisor efficiency and effectiveness
JERSEY CITY, N.J., Nov. 20, 2013
JERSEY CITY, N.J., Nov.20, 2013 /PRNewswire/ --Pershing LLC, a BNY Mellon
company, today announced several enhancements to NetX360^®, its technology
platform for advisors. NetX360 now offers additional integrations with two
popular portfolio management and rebalancing solutions – Blaze Portfolio and
Portfolio Pathway. Also, as part of its client onboarding solution, NetX360
now provides Laser App^® forms management and configuration tools. In addition
to these integrations, users of the NetX360 can now directly access Ebix Smart
Office customer relationship management (CRM) software via a single sign-on
"Together, these new integrations provide advisors with greater flexibility in
their choice of third-party solutions, while increasing their efficiency and
effectiveness," said Ram Nagappan, chief information officer, Pershing. "Our
open architecture enables us to make integrations to NetX360 easier, and they
represent our commitment to the continuous improvement of our platform to
deliver the solutions advisors need to manage and grow their practice."
Pershing's deeper integration with rebalancing and trading solutions from
Blaze Portfolio and Portfolio Pathway will allow advisors to leverage straight
through processing between Pershing's platform and their chosen modeling and
rebalancing solution for equities and mutual funds. Importing and exporting
files between these platforms and NetX360, which was formerly a manual
process, is now automated and seamless, enabling advisors to spend less time
managing rebalancing and trading operations.
Through a strategic relationship with Laser App, the industry leader in forms
management, and configuration tools available in our new account opening
platform,Pershing is also delivering a more efficient forms management
solution for clients.
Pershing's clients can now create custom forms branded with their logo,
disclosure language, investment objectives and custom data fields in a more
streamlined and efficient manner. The Laser App integration enables firms to:
oQuickly add, delete, or change custom forms to support their new account
oDefine new account forms rules (which forms are mandatory and/or optional
based on registration type)
oMore effectively control the amount of data that is required in order to
submit new account applications
oCustomize the new account opening user interface for their advisors via a
robust configuration tool
Additionally, through collaboration with Ebix, Ebix's SmartOffice is now
integrated with NetX360 as well— which enables advisors using NetX360 to have
single sign-on access to SmartOffice. This integration will create a
convenient, time saving and secure way to access both applications.
Pershing and its affiliates provide global financial business solutions to
approximately 1,600 financial organizations, broker-dealers, registered
investment advisory firms, advisors, fund managers and asset managers who
represent over 5.6 million active accounts. Located in 23 offices worldwide,
Pershing delivers dependable operational support, robust trading services,
flexible technology, an expansive array of investment solutions, practice
management support and service excellence. Pershing is a member of every major
U.S. securities exchange, and its international affiliates are members of the
Deutsche Borse, Australian Stock Exchange, Irish Stock Exchange, London Stock
Exchange and Toronto Stock Exchange. Pershing LLC (member FINRA/NYSE/SIPC) is
a BNY Mellon company. Additional information is available on pershing.com, or
follow us on Twitter @Pershing.
BNY Mellon is a global investments company dedicated to helping its clients
manage and service their financial assets throughout the investment
lifecycle. Whether providing financial services for institutions,
corporations or individual investors, BNY Mellon delivers informed investment
management and investment services in 35 countries and more than 100 markets.
As of September 30, 2013, BNY Mellon had $27.4 trillion in assets under
custody and/or administration, and $1.5 trillion in assets under management.
BNY Mellon can act as a single point of contact for clients looking to create,
trade, hold, manage, service, distribute or restructure investments. BNY
Mellon is the corporate brand of The Bank of New York Mellon Corporation
(NYSE: BK). Additional information is available on www.bnymellon.com, or
follow us on Twitter @BNYMellon.
Contact: Paul Patella
+1 201 413 3609
SOURCE BNY Mellon
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