BNY Mellon’s Pershing delivers 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 advisors and wealth management professionals from its flagship INSITE 2022 conference. are the focus 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 advisor experience to operations and deal processing.

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

NetX360+, Pershing’s redesigned industry-leading platform offers advisors a more streamlined user interface and more intuitive experience, available today, including:

  • Hyper-personalization depending on the individual user profile and usage habits

  • Search results based on machine learning for faster access to relevant data

  • New data insights based on customer behavior and market activity that highlights recommended next best actions to proactively address customer needs and business growth opportunities

  • Embedded learning through a digital adoption platform to help users master new features and tools faster

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 onboarding features, including one of the fastest account openings on the market. Pershing’s Integration Hub offers real-time, two-way data synchronization with a growing network of integrated third-party vendors. A build-once, deploy-once framework dramatically reduces the time it takes for 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 asset transfers from Pershing to third-party brokerage accounts

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

For more information on INSITE 2022, including a full schedule 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 companies transform their businesses, drive growth, maximize efficiency, and manage risk and regulation. Wealth management firms and institutional firms outsource to us for trading and settlement services, investment solutions, banking and brokerage custody, middle and back office support, data insights and business consultancy. Pershing brings together a highly tactile service, an open digital platform and the BNY Mellon business to deliver a differentiated experience for every customer. Pershing LLC (Member FINRA, NYSE, SIPC) is a BNY Mellon company. With offices around the world, Pershing has over 2 trillion dollars of assets and millions of investor accounts. Pershing’s subsidiaries include Albridge Solutions, Inc. and Lockwood Advisors, Inc., a registered investment adviser in United States under the Investment Advisers Act of 1940. Additional information is available at, or follow us on LinkedIn or Twitter @Pershing.

Media Contact
Amy Kester
Email: [email protected]
Telephone: +1 201-413-2066

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SOURCEBNY Mellon Pershing

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