Pershing Affiliate iNautix Releases Document Management Solution

The system is designed to aid the paperless offices of introducing broker/dealers, investment professionals, and independent registered investment advisers (RIAs).

iNautix Document Management enables users to electronically capture, store, route, and retrieve business information quickly and efficiently from virtually any location, a press release said.

The application is fully hosted by iNautix and can be accessed through Pershing’s NetExchange Pro online brokerage platform. RIAs will be able to access it beginning in the third quarter through Pershing’s affiliate, Pershing Advisor Solutions LLC, via its NetExchange Advisor online account management solution.

Never miss a story — sign up for PLANADVISER newsletters to keep up on the latest retirement plan adviser news.

“Paper-based filing systems are quickly becoming obsolete and broker/dealers, investment professionals and RIAs are looking for business and technology solutions that can help them minimize paper and deliver better service to their clients,’ said Suresh Kumar, CEO of iNautix USA.

Technology provider iNautix (USA) LLC is an affiliate of Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation. Information is available at