Technology Resources

Our user-friendly, intuitive systems work together to create one of the most robust technology platforms in our industry today. These versatile programs streamline and simplify daily tasks so you’ll have twice as much time to spend nurturing your client relationships Order entry, online statement review, portfolio management, customer profiling, asset allocation, investment product analysis and comparisons and tracking production are all fast and easy to perform.

STRIPES

Our innovative core platform is a web-based client management system offering value-added business tools and reporting capabilities. It is a flexible, powerful, convenient platform used to manage accounts, track commissions, print account applications, generate reports to analyze your business, and much more. A transaction review and rules engine enables you to perform automated trade review, comparison, error-checking and compliance functions quickly and efficiently, increasing your productivity.

NETX360

NetX360™, Pershing’s "game-changing" technology platform for investment professionals and RIAs, provides the tools you need to manage your business, increase your efficiency, and automate your compliance. NetX360 offers one complete solution to track your clients, execute trades and conduct research. NetX360™ accesses an impressive array of industry-leading information and solution providers to enhance your business. Take advantage of the award-winning NetX360 difference.

Investigo

Investigo is a web-based wealth management platform which provides a series of Advisor solutions including portfolio management, data aggregation, reporting, client relationship management (CRM), regulatory compliance and on-line document management.

LaserApp

Laser App Software, a state of the art form creation and management tool, which enables us to generate and maintain dynamic and user friendly forms. Forms are maintained by the firm and provided in electronic format. Advisors can focus on their clients, rather than manually completing paperwork.

MoneyGuidePro

MoneyGuidePro is the first collaborative internet-based financial planning software. Its unique client-centered approach supports a sophisticated, goal-oriented planning process that is more meaningful to the client and more productive for the advisor. Designing a plan with your client’s specific goals in mind is easy to accomplish.

MorningStar

Morningstar provides investment research and a wealth of financial data and tools. Premium Membership gives you unlimited access to easy-to-use portfolio management tools, personalized portfolio analysis, select investment ideas, and independent, in-depth analyst reports to help you generate returns you can count on.

Microsoft Exchange

Microsoft Exchange Server 2007 has been designed specifically to meet the diverse messaging needs of our Advisors and team while addressing today’s technology and regulatory challenges. The new capabilities of Microsoft Exchange Server 2007 deliver the advanced protection our business demands. Access the system securely from anywhere with the operational efficiency and reliabillity you need.