BNY Mellon’s Pershing provides next-generation technology and integration capabilities for a smarter, more personalized and highly efficient experience

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

“We are launching our next-generation professional platform, NetX360 +,” they said Tim Foley, Managing Director, Technology, BNY Mellon Pershing. “He works with you as a personal digital partner – the more you engage with him, the more he will provide you with a selected experience, 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 is extremely powerful, emphasizing better ways to serve your customers and targeted opportunities to grow your business. “

NetX360 +, Pershing’s redesigned, premium platform equips wizards with a more streamlined user interface and more intuitive experience available today, including:

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

NetXServices integration portal, The next-generation Pershing integration source, launched last year, has been improved on several fronts. The portal now provides an easy way to access all integration options, including one of the fastest opening accounts on the market. Pershing Integration Center provides two-way real-time data synchronization with a growing network of integrated third-party vendors. The one-time, multi-deployment framework significantly reduces the time customers need to complete new integrations.

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

  • Streaming API to enable companies to dynamically update their platforms
  • Movement of assets through digital authorizations for payments and transfer of assets from Pershing to third party brokerage accounts

“We are committed to delivering the innovation and efficiency that wealth management companies need, which are first digital in today’s consumer-oriented environment,” said Ram Nagapan, CIO, Pershing at BNY Mellon. “Our robust API suite offers companies direct access to our complete clearing and custody platform, with a suite of integrated real-time order management solutions, workflow, activity, rules, approvals and reporting.”

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


Pershing of BNY Mellon is a leading provider of clearing and custody services. We are in a unique position to help sophisticated financial services companies transform their businesses, stimulate growth, maximize efficiency and manage risk and regulation. Wealth management companies and institutional companies provide us with trading and settlement services, investment solutions, bank and brokerage trusteeship, middle and back office support, data analysis and business consulting. Pershing brings together a high-tech service, an open digital platform and BNY Mellon to provide a differentiated experience for every customer. Pershing LLC (member of FINRA, NYSE, SIPC) is a company of BNY Mellon. With offices around the world, Pershing is over $ 2 trillion in assets and millions of investor accounts. Pershing subsidiaries include Albridge Solutions, Inc. and Lockwood Advisors, Inc., an investment adviser registered with United States under the Investment Advisers Act of 1940. Additional information is available at or follow us on LinkedIn or Twitter @Pershing.

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

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SOURCE BNY Mellon Pershing

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