Pershing announced Wednesday that it is integrating several popular third-party technology applications into its NetX360 platform for advisers. NetX360 will now offer portfolio management and ...

BNY Mellon Pershing unveiled the next generation of its wealth management technology at the custodian’s annual INSITE conference this week in Grapevine, Texas. Pershing has redesigned its NetX360 ...

I wrote about the original launch of Pershing’s NetX360 platform back in 2009 and then followed it through many years of change, both major and incremental. At the time of that announcement, the firm ...

Like the original NetX360, NetX360.com will enable Pershing’s introducing broker/dealers, their investment professionals, and registered investment advisers (RIAs) to manage their firm’s brokerage and ...

BNY Mellon Pershing has bolstered the digital connections between its custodial platform and Orion Advisor Solutions growing suite of technology for advisors. Processing Content Pershing’s advisor ...

“Together, these new integrations provide advisors with greater flexibility in their choice of third-party solutions, while increasing their efficiency and effectiveness,” said Ram Nagappan, chief ...

On the Surface Pro tablet, NetX360 runs on the Windows ® 8 Pro operating system. This allows advisors to have NetX360 open and accessible, while simultaneously working on a document or spreadsheet in ...

HOUSTON, TX--(Marketwired - December 12, 2016) - Independent broker-dealer NEXT Financial Group, Inc. (NEXT), today launched their new, low-cost fee-based platform, NEXT Select, made available through ...

One of the main differentiators for Pershing's suite of mobile offerings, which includes NetX360 Mobile and NetXInvestor Mobile, comes down to what's at the very core of its solutions. The platforms ...

CHICAGO, June 5, 2018 /PRNewswire/ -- Envestnet | Tamarac (www.tamaracinc.com) announced an enhanced integration with BNY Mellon's Pershing (Pershing) on its Tamarac platform and client portal. The ...

According to a press release, the program, RIA Complete, provides introducing broker/dealer firms with “…a broad array of business and practice management solutions to help them develop and enhance ...