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

GRAPEVINE, Texas, June 15, 2022 / PRNewswire / – BNY Mellon’s Pershing (“Pershing”) today announced its next generation of technology solutions for consultants and wealth management professionals from its flagship INSITE 2022 conference. Experience and efficiency are key in this last round of updates. Introducing the new NetX360®+ platform and enhancements to its NetXServices integration portal. Both are optimized to provide a more intuitive and seamless user experience, from consultant experience to operation and business processing.

“We are launching our next generation professional platform, NetX360 +,” he said Tim Foley, Managing Director of Technology, BNY Mellon | Pershing. “She works with you as a personal digital partner; the more involved you are, the more experience she has, including the right perspectives for you. We have a lot of data. We have a smarter, more personalized and intuitive experience. which highlights targeted growth opportunities “.

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

  • Hyperpersonalization based on individual user profile and usage patterns
  • Search results based on machine learning To access important data faster
  • New data views based on customer behavior and market activity, highlighting the next best actions to proactively support customer needs and business growth opportunities
  • Integrated learning Through a digital adoption platform to help users gain faster skills with new features and tools

NetXServices Integration Portal, Pershing, which was launched last year, has improved the source of next-generation integration in a number of areas. The portal now offers an easy way to access all the integration capabilities, including one of the fastest account openings on the market. Pershing’s Integration Hub provides two-way, real-time data synchronization with a growing network of integrated third-party providers. It significantly reduces the time it takes for customers to complete new integrations once they have built and implemented multiple frameworks.

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 APIs for companies to dynamically update their platforms
  • Through the movement of assets Digital permits to pay and transfer assets from Pershing to third party brokerage accounts

“We are committed to providing the innovation and efficiency that first digital wealth management companies need in the environment of today’s consumer-driven environment,” said Ram Nagappan, CIO, BNY Mellon’s Pershing. “Our robust API suite provides companies with direct access to our entire cleaning and monitoring platform with a suite of integrated solutions for managing real-time requests, workflow, activity, rules, admissions, and reporting.”

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


BNY Mellon’s Pershing is a leading provider of cleaning and care services. We are in a unique position to help complex financial services companies transform their businesses, drive growth, maximize efficiency, and manage risk and regulation. Wealth management and institutional entities outsource trading and settlement services, investment solutions, banking and intermediation oversight, central and back office support, data vision, and business consulting. Pershing brings together a high-touch service, an open digital platform and the BNY Mellon company to offer a different experience to each customer. Pershing LLC (FINRA, NYSE, SIPC Member) is a BNY Mellon company. Pershing has offices around the world $ 2 trillion in assets and in millions of investor accounts. Pershing Affiliates Albridge Solutions, Inc. and Lockwood Advisors, Inc. are an investment advisor registered for the year. United States of America Under the Investment Advisers Act 1940. Additional information is available at, or follow us on LinkedIn or Twitter @Pershing.

Media contact
Amy Kester
Email: [email protected]
Phone: +1 201-413-2066

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SOURCE BNY Mellon Pershing


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