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Advicent launches new integration with BNY Mellon’s Pershing® to create a seamless digital experience for users

Advicent expands integration capabilities with Pershing’s NetX360® 

Advicent is excited to announce an additional integration with Pershing to include integration between NetX360® and the NaviPlan® comprehensive financial planning tool.

Pershing’s NetX360 is a technology platform for financial professionals. The integration allows advisors to seamlessly launch NaviPlan from NetX360. It also enables advisors to access NetX360 data in NaviPlan — including client demographics, accounts, and holdings through the integration. This ultimately creates a more seamless experience for users as they move from one application to another by saving time and reducing data entry errors, allowing advisors to focus on other business growth activities.

“We are excited to expand our relationship with Pershing,” said Cory Olson, the director of global product management at Advicent. “By integrating NetX360 with our NaviPlan financial planning tool, we are enabling advisors to focus on their relationships with clients and their business growth – rather than spending extra hours on data entry.”

The NaviPlan financial planning tool allows advisors to easily adapt to client needs through comprehensive, detailed plans or quick assessments while putting clients’ minds at ease with high data security and the most in-depth and precise plans in the industry. Client expectations are on the rise, and NaviPlan enables advisors to keep up with these demands.

“We are committed to helping firms run their businesses more efficiently, so that they can serve their clients more effectively,” said Tim Foley, managing director and head of technology product management at Pershing. “The integration between NetX360 and NaviPlan is a reflection of our commitment to digitally enabling our clients, as we continue to integrate with best-of-breed solutions to enhance the experience for advisors and investors.”