Pershing from BNY Mellon offers next-generation technology and integration capabilities for smarter, more personalized and highly efficient experiences

VINE, Texas, June 15, 2022 / PRNewswire / – BNY Mellon’s Pershing (“Pershing”) today announced the next generation of technology solutions for wealth management consultants and professionals from its flagship INSITE 2022 conference. Experience and efficiency are at the heart of this latest round of updates with the introduction of the new NetX360®+ platform and improvements to its NetXServices integration portal. Both have been optimized to provide a more intuitive and seamless user experience, from the consultant experience to operations and business processing.

“We are launching our next generation professional platform, NetX360 +,” he said Tim Foley, CEO, Technology, BNY Mellon | Pershing. “It works with you as a personal digital partner – the more you engage, the more it will provide a curated experience, including information tailored to you. We have an incredible wealth of data that we are using to make an experience smarter, more personalized and more intuitive. . It is extremely powerful, it highlights better ways to serve your customers and targeted opportunities to grow your business. “

NetX360 +, Pershing’s redesigned premier platform provides consultants with a leaner user interface and more intuitive experience available today, including:

  • Hyperpersonalization based on individual user profile and usage patterns
  • Search results based on machine learning for faster access to relevant data
  • New insights into the data based on customer behavior and market activity highlighting the next best recommended actions to proactively support customer needs and business growth opportunities
  • Integrated learning through a digital adoption platform to help users achieve greater competence with new features and tools

NetXServices integration portal, Pershing’s next-generation integration source, launched last year, has been improved on several fronts. The portal now offers an easy way to access all integration features, including one of the fastest account openings on the market. Pershing’s Integration Hub offers two-way, real-time data synchronization with an expanding network of integrated third-party providers. A build-once, deploy-many framework significantly reduces the time it takes customers to complete new integrations.

Additionally, the portal has been updated with a comprehensive set of APIs, including two new options designed to provide real-time data access and convenient self-service:

  • Streaming API to allow companies to dynamically update their platforms
  • Movement of assets via digital authorizations for payments and transfers of assets from Pershing to third party brokerage accounts

“We are committed to delivering the innovation and efficiency that digital first wealth management companies need in today’s consumer-driven environment,” said Ram Nagappan, CIO, Pershing of BNY Mellon. “Our robust set of APIs give businesses direct access to our comprehensive clearing and custody platform, with a suite of integrated solutions for order management, workflow, activity, rules, approvals and real-time reporting.” .

For more information on INSITE 2022, including a full program of speakers and sessions, please visit Join the conversation on social media by following @Pershing On LinkedIn And Twitter and the #realinsite hashtag.


BNY Mellon’s Pershing is a leading provider of clearing and custody services. We are uniquely positioned to help complex financial services firms transform their businesses, drive growth, maximize efficiency, and manage risk and regulation. Wealth management and institutional companies outsource trading and settlement services to us, investment solutions, banking and brokerage custody, middle and back office support, data analysis and business consulting. Pershing combines a high-touch service, an open digital platform and the BNY Mellon company to offer a differentiated experience for each customer. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company. With offices around the world, Pershing is done $ 2 trillion in assets and millions of investor accounts. Pershing affiliates include Albridge Solutions, Inc. and Lockwood Advisors, Inc., an investment adviser registered in the United States under the Investment Advisers Act of 1940. More information is available at or follow us on LinkedIn or Twitter @Pershing.

Contact with the media
Amy Kester
E-mail: [email protected]
Phone: +1 201-413-2066

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SOURCE BNY Mellon Pershing

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