Pershing is upgrading its major technology platforms, including NetX360, NetX360 Mobile, NetXInvestor, NetXInvestor Mobile and Albridge Wealth Reporting, the firm announced today at its annual INSITE 2014 conference in Hollywood, Fla. The firm is also adding a new managed investments portal within NetX360, the firm’s advisor platform.
“The increased adoption of digital capabilities in the advisory industry is changing how advisors and end-investors are doing business,” said Ram Nagappan, CIO of Pershing.“Pershing’s digital business strategy is focused on guiding firms through this transformation. We offer solutions that create new business opportunities for growth with an emphasis on improving the user’s digital experience in their everyday lives.”
Pershing’s NetX360 platform now features a new user interface and navigation; redesigned data presentation, including fonts, colors and graphics, and tiled-based screens; integration with managed investments and Albridge; user-defined dashboards and favorites; global search and consolidated notifications; and task portability across browsers and mobile access points.
The firm’s NetX360 Mobile platform, launched this spring, also has a new user interface and other new features to help advisors improve productivity, such as alerts and investment opportunities.
Pershing also redesigned its investor portal NetXInvestor, adding a new site design, new integrated research powered by Markit on Demand, and a consolidated notification center.
For more of WealthManagement.com’s coverage of Pershing’s INSITE 2014 conference, click here.