NetX360®

Pershing Integration Makes Real-Time Balances, Holdings, Transactions, and Account Details Available in Portfolio Management Application and End-Client Portal

Envestnet | Tamarac has integrated its web-based, custodian-agnostic Advisor^® Xi suite with Pershing LLC’s open-architecture platform, NetX360^®. As part of the integration, registered investment advisors (RIAs) who custody with Pershing Advisor Solutions, and those RIAs’ clients, can obtain real-time account details directly from the Advisor View^™ portfolio management, reporting, and billing application.

Junxure, an industry-leading CRM solutions and practice management company for financial advisors, today unveiled its aggressive development roadmap for Junxure Cloud, its web-based CRM platform for the financial services industry.

Releasing high impact updates on a regular schedule, Junxure Cloud has expanded its initial feature set to include more advanced workflow tools, business development metrics, enhanced client communication features, and deeper 3rd party integrations with custodians and portfolio management applications. Junxure Cloud’s unique architecture and application program interface (API) have been integral to increasing the platform’s development schedule.

Vestorly today announced the integration of its smart digital content technology into Pershing’s  NetX360^® platform. This integration will provide Pershing’s broker-dealers, wealth managers and advisors with access to Vestorly’s content management and marketing analytics technology. Vestorly enables users to search and curate unlimited digital content from across the web and personally engage their audience on email, social media and webpages while capturing behavioral data on readers. This data makes it easy for users to fine-tune their client relationships and enterprises to analyze engagement patterns and make better-informed decisions across their businesses based on real-time intelligence.

Centralized hub will provide advisors with resources to help drive better retirement outcomes for retirement plan sponsors and plan participants

Pershing LLC, a BNY Mellon company, today announced the rollout of its Retirement Plan Network, a new solution to help broker-dealers, investment advisors and registered investment advisors (RIAs) grow their retirement plan business. Pershing’s Retirement Plan Network is an open-architecture platform that allows advisors to connect to independent recordkeepers, hold assets in custody, and to leverage an integrated suite of investment products, retirement plan tools and practice management solutions. Pershing’s Retirement Plan Network will be rolled out through the first quarter of 2015.