Broker-Dealer Solutions

• Operational Support
• Trading Services
• Flexible Technology
  • Business Intelligence Tools
  • Investor Access Solutions
  • Open Architecture
  • Operational Efficiency Tools
  • Professional Access Solutions
  • iNautix Enterprise Solutions
• Investment Solutions
• Practice Management
• Service Excellence

Professional Access Solutions

Join more than 100,000 investment professionals who rely on NetX360™ to manage client accounts online.

This robust platform gives investment professionals easy access to account information, trading, quotes, news, research and more. It is designed to help efficiently manage accounts, deliver first-rate service and develop new revenue opportunities.

NetX360’s open architecture technology enables you to easily connect to your choice of customer relationship management (CRM) applications, financial planning solutions and performance reporting tools, as well as market data, news and research providers. Within a seamless delivery platform, NetX360 provides:

• Customizable Views: Tailor your screens, account groups and data displays to suit your individual work style and needs
• Simplified Navigation: Make fewer clicks to quickly and easily find the information you need
• Superior User Experience: Complete the tasks needed to grow and manage your business with greater speed
• Improved Productivity: Perform your operational tasks faster by leveraging NetX360's efficiency-related features
• Advanced Compliance Monitoring: Ensure pre- and post-trade compliance, and quickly learn about events and regulations that may affect your clients' accounts
• Integrated Functionality: Access tools, research, market data, quotes, news and trading information from a single, easy-to-use source

Market Data, News, and Tools

NetX360™ is your gateway to the most respected providers of industry research, tools, market data and news to keep investment professionals ahead of the competition. Packed with key content offerings, NetX360 provides an extensive suite of tools to empower your business.

In addition, you can leverage the power of premium offerings to further boost performance and efficiency.* Choose premium content from such industry-recognized names as: BNY ConvergEx Group, Credit Suisse®, Dow Jones®, Morningstar®, Thomson Reuters®, Standard & Poor's®, Thomson® and more.

Contact us to learn more about how Pershing can help your professionals work smarter.

*Additional fees may apply for premium services. Pershing is not responsible for content or recommendations contained in premium services provided by third-party content providers.