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.
