Pershing’s Tech­nol­ogy re­ceives top rank­ings

The Pak Banker - - Front Page -


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 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 is the third year in a row that Al­bridge So­lu­tions Inc., an af­fil­i­ate of Pershing, has emerged as the top tool for fi­nan­cial pro­fes­sion­als in in­dus­try sur­veys.

Pershing in­vests heav­ily in the tech­nol­ogy so our cus­tomers can fo­cus on what’s most im­por­tant – their own clients, said Lu­cille Mayer, Co-Chief In­for­ma­tion Of­fi­cer at Pershing. We spend con­sid­er­able time test­ing our tech­nol­ogy with fi­nan­cial pro­fes­sion­als to en­sure it de­liv­ers what they need to ser­vice clients and build their busi­ness. As per­for­mance re­port­ing and mo­bile ca­pa­bil­i­ties have be­come in­creas­ingly im­por­tant to run­ning a suc­cess­ful prac­tice, we have worked dili­gently to en­gage our cus­tomers and an­tic­i­pate mar­ket needs. These sur­vey re­sults val­i­date that our ef­forts are res­onat­ing well with cus­tomers. The Ad­viser Tech­nol­ogy Trends Sur­vey con­ducted by In­vest­men­tNews, asked more than 1000 ad­vis­ers about their tech­nol­ogy us­age and sat­is­fac­tion. When asked what tablet app they use, the num­ber- one re­sponse was over­whelm­ingly Pershing’s NetX360, with use com­ing in nearly twice that of the sec­ond rated app.

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