Pershing LLC, a BNY Mellon company, today launched a suite of technology enhancements that provide wealth management firms with greater flexibility to digitally transform their business. Announced during Pershing's annual INSITE 2016 conference, the new enhancements aim to make integration easier and improve investor and advisor experiences. These developments are part of Pershing's ongoing digital enablement strategy.
"As emerging technologies and companies continue to change the way financial advice is delivered, firms are embracing the change and turning to us for help executing a digital strategy," said Ram Nagappan, chief information officer at Pershing. "Pershing facilitates different client approaches to digitizing their business – whether it's helping to create their own unique technology experiences or delivering solutions that are already integrated with Pershing's platform. By taking an open-architecture approach, we've put our clients in the driver seat to innovate and co-create a digital wealth management experience that best meets the needs of their advisors and end clients."
Pershing's clients will now have the choice to leverage available services via the new API store or they can select tools from industry-leading third-party providers integrated with NetX360®. Whether it's native development of Pershing's own technology, or the integration of third-parties, all developments at Pershing are done with the client first and foremost in mind.
"Our digital enablement strategy is informed by identifying our clients' user journeys to determine the ultimate impact on the client experience," said Nagappan. "By leveraging journey maps, Pershing takes a design thinking approach to create the best user experience for advisors and investors."
Pershing and its affiliates provide global financial business solutions to advisors, asset managers, broker-dealers, family offices, registered investment advisor firms and wealth managers. A financial services firm located in 23 offices worldwide, Pershing provides business-to-business solutions to clients representing 6 million active investor accounts on the U.S. platform. Pershing affiliates are members of every major U.S. securities exchange, and its international affiliates are members of the Deutsche Börse, Australian Stock Exchange, Irish Stock Exchange, London Stock Exchange and Toronto Stock Exchange. Pershing LLC (member FINRA/NYSE/SIPC) is a BNY Mellon company.
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