NetX360 Open-Architecture Platform Introduced by Pershing

Pershing introduced NetX360, an open-architecture technology platform that provides Pershing's customers with a single, integrated platform to manage brokerage and advisory businesses.

Pershing, a subsidiary of The Bank of New York Mellon Corporation, said the program is a complete solution to help introducing broker/dealer firms, investment professionals, independent registered investment advisers (RIAs) and dually registered advisers effectively meet their clients’ financial goals.

NetX360 combines, and builds on, solutions previously provided through Pershing’s NetExchange Pro and Advisor online brokerage platforms and Pershing Managed Account Solutions’ managed account workstation.

With NetX360, introducing broker/dealers and RIAs can fully integrate front- and back-office functionality from third-party solution providers across various business areas, including relationship management, portfolio and tax-lot accounting, compliance monitoring, trading, clearing and settlement, performance reporting, and rebalancing.


More information is available at