Pershing, a BNY Mellon company, is a leading provider of clearing, custody, and business solutions for broker-dealers, registered investment advisors, and wealth managers. The company has been in business for more than 80 years.
Email: pershing.communications@pershing.com
Phone: +1 201-413-3330
Web: https://www.pershing.com/
NetX360+
Category: Advisor Platforms
A wealth management platform that provides advisors with tools for portfolio management, trading, research, financial planning, and client relationship management. Integrated with Pershing's clearing and custody services, it offers streamlined workflows and digital client engagement capabilities..
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NetXInvestor
A client portal solution for broker-dealers that provides account access, trading capabilities, portfolio management, document delivery, financial tools, and market insights. The platform can be white-labeled and customized to match the brokerage firm's branding..
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