Pershing is updating NetExchange Client, their client facing portal. The new version focuses on improved usability, simplicity and enriched content. Financial organizations can now extend access to Albridge Wealth Reporting via single sign-on integration from NetExchange Client and offer mobile functionality on a wide variety of devices. In addition, Pershing has engaged leading content providers to deliver a streamlined, tightly integrated new content offering with a broad suite of quotes, news, research and investment screening tools.
"The enhancements we are rolling out are based upon feedback from our advisors and research about how investors access and leverage their account information online," Lucille Mayer, co-CIO of Pershing. "We continue to invest in NetExchange Client, and expect to add new services and features in the coming months, such as online new account opening with e-signature, custom asset allocation models and advisor level branding."