Pershing’s Technology receives top rankings
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.