The MFWire
Manage Email Alerts | Sponsorships | About MFWire | Who We Are

Subscribe to MFWire.com's News Alerts [click]

Rating:Pershing Reveals Roboadvice Options: Build Your Own or Off-the-Shelf Not Rated 0.0 Email Routing List Email & Route  Print Print
Tuesday, June 7, 2016

Pershing Reveals Roboadvice Options: Build Your Own or Off-the-Shelf

Reported by Neil Anderson, Managing Editor

Pershing's approach to roboadvice is here.

Ramaswamy "Ram" Nagappan
Chief Information Officer, Managing Director
This morning at the BNY Mellon company's 2016 INSITE conference at the Hyatt Regency Orlando, Pershing executives unveil a two-part take on roboadvisors for Pershing's broker-dealer and RIA clients. Those clients can either build their own roboadvisor solution, with tools available through the Application Program Interface (API) store that Pershing unveiled at INSITE 2015. Or those clients can team up with one of Pershing's roboadvisor allies: Jemstep, Marstone, SigFig (which was recently backed by Eaton Vance) and Vanare. Those roboadvisors are integrated with Pershing's NetX360 platform.

"Our clients are asking for us to help facilitate two different approaches to digitizing their business," states Ram Nagappan, Pershing's chief information officer. "Some clients have told us they want to create their own unique technology experiences, while others tell us that they want solutions already integrated with Pershing's platform."

"We've put our clients in the driver's seat to choose and co-create a digital wealth management experience that best meets their advisors' and their investor clients' needs," Nagappan states.

Pershing also unveiled NetX360 integrations for upgraded versions both of Albridge Wealth Reporting (Albridge is a Pershing affiliate) and of financial planning software MoneyGuidePro

Stay ahead of the news ... Sign up for our email alerts now

 Do You Recommend This Story?

Return to Top
 News Archives
2024: Q3Q2Q1
2023: Q4Q3Q2Q1
2022: Q4Q3Q2Q1
2021: Q4Q3Q2Q1
2020: Q4Q3Q2Q1
2019: Q4Q3Q2Q1
2018: Q4Q3Q2Q1
2017: Q4Q3Q2Q1
2016: Q4Q3Q2Q1
2015: Q4Q3Q2Q1
2014: Q4Q3Q2Q1
2013: Q4Q3Q2Q1
2012: Q4Q3Q2Q1
2011: Q4Q3Q2Q1
2010: Q4Q3Q2Q1
2009: Q4Q3Q2Q1
2008: Q4Q3Q2Q1
2007: Q4Q3Q2Q1
2006: Q4Q3Q2Q1
2005: Q4Q3Q2Q1
2004: Q4Q3Q2Q1
2003: Q4Q3Q2Q1
2002: Q4Q3Q2Q1
 Subscribe via RSS:
Add to My Yahoo!
follow us in feedly

©All rights reserved to InvestmentWires, Inc. 1997-2024
14 Wall Street | 20th Floor | New York, NY 10005 | P: 212-331-8968 | F: 212-331-8998
Privacy Policy :: Terms of Use