Advicent launches new integration with BNY Mellon’s Pershing® to create a seamless digital experience for users

July 5, 2016

Advicent expands integration capabilities with Pershing’s NetX360®

Advicent is excited to announce an additional integration with Pershing to include integration between NetX360® and the NaviPlan® comprehensive financial planning tool.

Pershing’s NetX360 is a technology platform for financial professionals. The integration allows advisors to seamlessly launch NaviPlan from NetX360. It also enables advisors to access NetX360 data in NaviPlan — including client demographics, accounts, and holdings through the integration. This ultimately creates a more seamless experience for users as they move from one application to another by saving time and reducing data entry errors, allowing advisors to focus on other business growth activities.

“We are excited to expand our relationship with Pershing,” said Cory Olson, the director of global product management at Advicent. “By integrating NetX360 with our NaviPlan financial planning tool, we are enabling advisors to focus on their relationships with clients and their business growth – rather than spending extra hours on data entry.”

The NaviPlan financial planning tool allows advisors to easily adapt to client needs through comprehensive, detailed plans or quick assessments while putting clients’ minds at ease with high data security and the most in-depth and precise plans in the industry. Client expectations are on the rise, and NaviPlan enables advisors to keep up with these demands.

“We are committed to helping firms run their businesses more efficiently, so that they can serve their clients more effectively,” said Tim Foley, managing director and head of technology product management at Pershing. “The integration between NetX360 and NaviPlan is a reflection of our commitment to digitally enabling our clients, as we continue to integrate with best-of-breed solutions to enhance the experience for advisors and investors.”

For more information on this product integration or to learn more about Advicent financial planning, client portal, API, and marketing communications solutions, please contact marketing@advicentsolutions.com.

About Advicent

Advicent is the leading provider of SaaS technology solutions for the financial services industry, servicing the world’s largest financial institutions. The Advicent product offering includes the NaviPlan®, Figlo®, and Profiles™ financial planning applications which power our Narrator® Advisor and Narrator® Clients portals; the Advisor Briefcase® marketing communications tool; and the Narrator® Connect application builder which unlocks the power of Advicent APIs. Through our innovative product capabilities and dedicated services, we are able to help thousands of financial professionals and their clients understand and impact their financial future. Everything comes back to our core mission—enabling everyone to understand and impact their financial future. To learn more, visit advicentsolutions.com or email marketing@advicentsolutions.com.

About Pershing

Pershing and its affiliates provide global financial business solutions to advisors, asset managers, broker-dealers, family offices, registered investment advisor firms and wealth managers. A financial services firm located in 23 offices worldwide, Pershing provides business-to-business solutions to clients representing 6 million active investor accounts on the U.S. platform. Pershing affiliates are members of every major U.S. securities exchange, and its international affiliates are members of the Deutsche Börse, Australian Stock Exchange, Irish Stock Exchange, London Stock Exchange and Toronto Stock Exchange. Pershing LLC (member FINRA/NYSE/SIPC) is a BNY Mellon company. Additional information is available on pershing.com, or follow us on Twitter @Pershing.

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