Pershing

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.

Pershing LLC, a BNY Mellon company, today announced the release of additional big data analytics capabilities to help advisors improve processes and business performance through actionable insights. The new solutions, part of BNY Mellon’s digital ecosystem, leverage its big data analytics platform to capture, store, analyze and use evidenced-based decision making to maximize client’s growth and productivity.

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.

Formerly NetExchange Client®, the new site experience has been redesigned and rebranded as NetXInvestor to deliver a highly customized, seamless experience for investors of all generations

Firm Continues to Integrate with Leading Custodial Platforms to Abbreviate Trading and Portfolio Management Processes for RIAs

New portfolio rebalancing, forms management and CRM capabilities will help improve advisor efficiency and effectiveness

Pershing LLC, a BNY Mellon company, is previewing its next generation mobile solution for investment professionals today at the INSITE™ 2013 conference in Hollywood, Florida. The new version features a fully redesigned, sleek user interface and a variety of features aimed at making advisors more efficient and productive in their everyday activities.