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Tuesday, June 07, 2016|
Pershing Reveals Roboadvice Options: Build Your Own or Off-the-Shelf
Pershing's approach to roboadvice is here.
"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.
Printed from: MFWire.com/story.asp?s=54167
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