Pershing Advisor Solutions
Contact Us
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Open Architecture
Connect to Pershing through your own choice of front-end platforms. Our open-architecture solution easily integrates with a wide array of order management, portfolio management, and allocation management systems. Our robust technology seamlessly interfaces with many application service provider vendors.
NetX360™ provides on complete solution to manage your firm's business. With NetX360, you gain an environment that is tailord to your business, without sacrificing efficiency and security.
NetX360™
- Enables you to manage both your business processes and your investment activities from a single platform
- Provides one-stop access to a host of resources to support your business, including operations, compliance, product and practice management solutions, trading, and account management
- Allows you to download data from NetX360™ to nearly every major portfolio management system
- Enables you to import and export data, including allocation data and trade requests, to power other systems
- Offers you the convenience of online initiation of service requests and automatic routing of requests to the appropriate Pershing department via Service Center
Contact us to learn more about our open-architecture platform.