Pershing, a BNY Mellon company, has introduced Apple iPad compatible version of NetX360 to enable its introducing broker-dealer customers and their investment professionals, as well as registered investment advisors, to access NetX360 via a mobile device.
Pershing said that its NetX360, open-architecture technology solution enables its customers to manage their entire firm’s brokerage and advisory business on a single, integrated platform.
According to the Pershing, NetX360 for mobile devices offers investment professionals and advisors the ability to trade equities and mutual funds, review order status, access their clients’ accounts, balance information and investment holdings.
Investment professionals and advisors will also be able to access smart workflow functionality to keep track of various work tasks and view statements and other investor documents.
Earlier, the platform was introduced for the iPhone, BlackBerry, and Windows Mobile in 2009. Moreover, the platform is expected to be available on Google’s Android later this year.
Suresh Kumar, chief information officer of Pershing, said: “Increasingly, financial professionals and advisors are turning to mobile devices to better support a wide range of business needs. The availability of NetX360 on the Apple iPad will provide our customers with the ability to access all of our capabilities no matter where they are, and provides them with the same level of security and encryption as their desktop NetX360 application.”