at Financial Technnology Year
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NetX360+
from Pershing (BNY Mellon)
A wealth management platform that provides advisors with tools for portfolio management, trading, research, financial planning, and client relationship management. Integrated with Pershing's clearing and custody services, it offers streamlined workflows and digital client engagement capabilities.
Category:
Advisor Platforms
Integrated solutions that support wealth advisors in managing client relationships, investments, and business operations.
Analysis on right >
Category:
Order Management Systems (OMS)
Software that facilitates the execution of investment decisions through trade order generation, routing, and execution. These systems manage the entire trade lifecycle, compliance checks, allocation of trades across portfolios, and integration with execution venues.
Category:
Financial Planning Software
Comprehensive tools that help advisors create detailed financial plans for clients, including retirement planning, education funding, insurance needs analysis, estate planning, and cash flow modeling with scenario analysis capabilities.
Advisor Platforms analysis
Technical Architecture
(12 Yes /12 Known /14 Possible features)
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1. Maximum Concurrent Users
Number of users who can actively use the system simultaneously without performance degradation
No information available
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2. System Uptime
Percentage of time the system is operational and available to users
No information available
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3. Single Sign-On Support
Integration with enterprise authentication systems
Single Sign-On (SSO) integrations are available for enterprise users.
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4. Browser Compatibility
Support for various web browsers and operating systems
Supports major web browsers and operating systems.
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5. Performance Optimization
Design focused on speed and responsiveness for complex operations
Performance optimization for speed is a documented competitive advantage.
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6. Integration Architecture
Framework for connecting with other systems via APIs or other methods
Integration architecture supports connections via open APIs.
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7. Customization Options
Ability to adapt platform to firm-specific needs and workflows
Customization options available for workflows and reports.
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8. Update Frequency
Regular delivery of new features and improvements
Regular platform updates and feature releases described in Pershing communications.
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9. Scalability
Ability to grow with increasing users, clients, and transaction volume
Scalability highlighted for both small and large enterprise deployments.
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10. Disaster Recovery
Robust backup and restoration capabilities in case of system failure
Disaster recovery measures discussed in technical documentation.
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11. Multi-Factor Authentication
Enhanced login security requiring multiple verification methods
Multi-factor authentication required for user and client access.
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12. Data Security Protocols
Comprehensive safeguards protecting client and firm information
Data security protocols follow industry standards (SOC 2, encryption, etc.).
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13. System Reliability
Platform stability and resistance to outages or performance issues
System reliability and uptime are emphasized by Pershing’s platform SLAs.
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14. Cloud-Based Architecture
Platform delivered via secure cloud infrastructure rather than on-premises
Cloud-based platform as standard delivery.
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Client Experience
(12 Yes /12 Known /13 Possible features)
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Team Collaboration
(9 Yes /9 Known /12 Possible features)
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Advisor Productivity
(12 Yes /12 Known /13 Possible features)
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Compliance & Supervision
(12 Yes /12 Known /13 Possible features)
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Data Integration & Analytics
(11 Yes /11 Known /13 Possible features)
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Risk Management
(10 Yes /10 Known /12 Possible features)
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Investment Management
(12 Yes /12 Known /13 Possible features)
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Financial Planning
(12 Yes /12 Known /13 Possible features)
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Client Management
(11 Yes /11 Known /12 Possible features)
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Publicly available data, summarised using AI.
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