Latest Pershing LLC Stories
New Resource to Serve as a One-Stop Site to Help Advisors Better Manage and Grow Their Business HOLLYWOOD, Fla., June 6, 2013 /PRNewswire/ -- Pershing LLC, a BNY Mellon company, today unveiled its new Practice Management Center, a comprehensive resource that offers Pershing's clients practice management-related content in one user-friendly, central location. In response to client demand, advisors will now have quick access to all of Pershing's family of practice management materials,...
Attendees at Pershing's INSITE 2013 Conference to See New NetX360® iPad and iPhone Apps Live HOLLYWOOD, Fla., June 5, 2013 /PRNewswire/ -- Pershing LLC, a BNY Mellon company, is previewing its next generation mobile solution for investment professionals today at the INSITE(TM) 2013 conference in Hollywood, Florida. The new version features a fully redesigned, sleek user interface and a variety of features aimed at making advisors more efficient and productive in their everyday...
JERSEY CITY, N.J., April 30, 2013 /PRNewswire/ -- Pershing LLC, a BNY Mellon company, today announced that the company's industry-leading technology platform for advisors, NetX360(®), now runs on Microsoft's new Surface(TM) Pro tablet. The availability and compatibility of NetX360 on the Surface Pro will help advisors manage their business more effectively and efficiently while working in the office or on the road. On the Surface Pro tablet, NetX360 runs on the Windows(®) 8 Pro...
JERSEY CITY, N.J., April 25, 2013 /PRNewswire/ -- Pershing LLC, a BNY Mellon company, today announced the availability of a new guidebook: Creating Growth Through Optimal Use of a CRM System. The guidebook provides advisors with best practices for optimizing CRM solutions to operate more efficiently and drive growth, as well as a comprehensive overview of the software's capabilities. The guidebook, developed with ActiFi, a leading software and business solutions company for...
Pershing is first custodian to synchronize CRM system with account opening process JERSEY CITY, N.J., April 18, 2013 /PRNewswire/ -- Pershing LLC, a BNY Mellon company, today announced a significant innovation in its industry-leading NetX360 platform through its relationship with Redtail Technology, a provider of web-based Client Relationship Management (CRM) solutions. Pershing's integration of Redtail's solution into NetX360 is designed to help advisors onboard clients more...
JERSEY CITY, N.J., April 4, 2013 /PRNewswire/ -- Pershing LLC, a BNY Mellon company, released a new guidebook today that offers advisors the strategic framework to successfully create client loyalty, network effectively and maximize marketing opportunities. Entitled "An Advisor's Guide to Becoming a Stronger Wealth Manager," the guidebook is designed to help advisors to grow their businesses by strengthening current client relationships and establishing new ones. "Over the past few...
JERSEY CITY, N.J., Feb. 5, 2013 /PRNewswire/ -- Pershing LLC, a BNY Mellon company, today announced the release of its Inaugural Study of Advisory Success, an independent study that defines what success means for advisors in today's environment. Based on findings from a survey of 357 advisors, the study also looks ahead to anticipate what will lead the next generation of advisors to flourish in a changing industry. Every year for the next 10 years, 12,000 to 16,000 advisors in all...
JERSEY CITY, N.J., Jan. 10, 2013 /PRNewswire/ -- Pershing LLC, a BNY Mellon company, announces that Co-Chief Information Officers Lucille Mayer and Ram Nagappan have been named to IDG Computerworld's 2013 Premier 100 IT Leaders list. This year's Premier 100 spotlights leaders from both the technology and business sides of companies for their exceptional technology leadership and innovative approaches to business challenges. "The Premier 100 awards program showcases the exceptional...
JERSEY CITY, N.J., Oct. 18, 2012 /PRNewswire/ -- Pershing LLC, a BNY Mellon company, today announced that a leading industry survey named NetX360 for iPad(®) the number one financial management tool for tablet computers, and Albridge Wealth Reporting(TM) was named the number one portfolio management software. Pershing's NetX360 was identified as the most used tablet app and Albridge Wealth Reporting was voted the most used portfolio management solution by those surveyed. This...
JERSEY CITY, N.J., Sept. 17, 2012 /PRNewswire/ -- Albridge Solutions, Inc. (Albridge), an affiliate of Pershing LLC, a BNY Mellon company, today released an update to its 2010 white paper, "Broker Dealer Sales Practices Oversight: Secrets of Their Success." The new findings for 2012, which come from in-depth surveys with 53 broker dealer firms, show that compliance continues to be a major challenge for broker dealers. One of the most notable changes from the past two years is the...
