This Day On The Street
Continue to site right-arrow
ADVERTISEMENT
This account is pending registration confirmation. Please click on the link within the confirmation email previously sent you to complete registration.
Need a new registration confirmation email? Click here
$1 buys you full access to ALL of TheStreet's Subscription Services! Learn More

Pershing Unveils NetXInvestor™, Its Next-Generation Investor Portal

Stocks in this article: BK

JERSEY CITY, N.J., Feb. 11, 2014 /PRNewswire/ -- Pershing LLC, a BNY Mellon company, today announced the introduction of its redesigned investor-facing portal, NetXInvestor™. The new website experience offers a rich, intuitive user interface; streamlined navigation and visualization to improve data display and enhance opportunities for online advisor-client collaboration.

During months of research, Pershing and its clients identified the challenges with engaging a diverse client base, notably clients of different generations. The Gen Y population (those born since 1981, also referred to as Millennials) is completely at home with virtual communications and mobile devices, while Baby Boomers typically find greater satisfaction through personalized engagement with others. NetXInvestor will bridge these gaps by offering a highly customizable user experience depending on the individuals' overall level of experience with technology, a choice of navigation styles and access to research and tools that investors can personalize.

Intensive research and usability testing revealed common denominators that span all investor generations. For example, investors spend more time online than ever before, are pressed for time and work remotely with growing frequency. At the same time, investors are demanding more information and access to their accounts on a 24/7 basis. Regardless of age, they want a rich experience on their computers and devices. They also want to maintain a high level of trust with their advisors and have instant access to them when needed. Feedback gathered during the development process helped inform the new user interface, intuitive navigation, increase in self-service tools and enhanced graphics of NetXInvestor.

"The redesign of NetXInvestor delivers on one of our top priorities at Pershing – enhancing the investor experience," said Ram Nagappan, chief information officer of Pershing. "We are committed to creating an online experience that is easy to use, relevant to users of all generations and aligned with the ways in which investors and clients want to access information. Since different investors access information in markedly different ways, we have created a flexible, personalized digital experience that can be tailored to each individual's needs."

1 of 2

Select the service that is right for you!

COMPARE ALL SERVICES
Action Alerts PLUS
Try it NOW

Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.

Product Features:
  • $2.5+ million portfolio
  • Large-cap and dividend focus
  • Intraday trade alerts from Cramer
  • Weekly roundups
TheStreet Quant Ratings
Try it NOW
Only $49.95/yr

Access the tool that DOMINATES the Russell 2000 and the S&P 500.

Product Features:
  • Buy, hold, or sell recommendations for over 4,300 stocks
  • Unlimited research reports on your favorite stocks
  • A custom stock screener
  • Upgrade/downgrade alerts
Stocks Under $10
Try it NOW

David Peltier, uncovers low dollar stocks with extraordinary upside potential that are flying under Wall Street's radar.

Product Features:
  • Model portfolio
  • Stocks trading below $10
  • Intraday trade alerts
  • Weekly roundups
Dividend Stock Advisor
Try it NOW

Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.

Product Features:
  • Diversified model portfolio of dividend stocks
  • Alerts when market news affect the portfolio
  • Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
Real Money Pro
Try it NOW

All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.

Product Features:
  • Real Money + Doug Kass Plus 15 more Wall Street Pros
  • Intraday commentary & news
  • Ultra-actionable trading ideas
Options Profits
Try it NOW

Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.

Product Features:
  • 100+ monthly options trading ideas
  • Actionable options commentary & news
  • Real-time trading community
  • Options TV
To begin commenting right away, you can log in below using your Disqus, Facebook, Twitter, OpenID or Yahoo login credentials. Alternatively, you can post a comment as a "guest" just by entering an email address. Your use of the commenting tool is subject to multiple terms of service/use and privacy policies - see here for more details.
Submit an article to us!

Markets

DOW 17,828.24 +0.49 0.00%
S&P 500 2,067.56 -5.27 -0.25%
NASDAQ 4,791.63 +4.3130 0.09%

Brokerage Partners

Rates from Bankrate.com

  • Mortgage
  • Credit Cards
  • Auto

Free Newsletters from TheStreet

My Subscriptions:

After the Bell

Before the Bell

Booyah! Newsletter

Midday Bell

TheStreet Top 10 Stories

Winners & Losers

Register for Newsletters
Top Rated Stocks Top Rated Funds Top Rated ETFs