AFTAs 2016: Best Mobile Strategy Initiative—Pershing NetX360

One of the main differentiators for Pershing's suite of mobile offerings, which includes NetX360 Mobile and NetXInvestor Mobile, comes down to what's at the very core of its solutions. The platforms are built specifically with mobile in mind. Pershing creates mobile solutions geared toward meeting the needs of users who will be working on the go, says Harry Holland, mobile product manager at Pershing.

“Whether it’s checking on an investor’s performance after a chance encounter on the golf course, or depositing a check they receive while not in the office, Pershing’s mobile technology is there—anywhere, anytime,” Holland says. “We offer all the functions an advisor needs to stay connected and supplement his or her work. We do not simply duplicate our desktop application to fit a mobile screen—we identify and provide unique experiences to capture all mobile moments.”

Pershing’s work goes beyond simply the core design of its platforms. The firm continues to release enhancements year after year to address the evolving needs of its mobile users.

The security of the platform has been enhanced, while still streamlining processes, as users can now login using their fingerprints, according to Joseph Pasion, mobile development manager at Pershing. Pershing has also increased efficiencies around having to deal with documents while out of the office.

“Advisors no longer have to wait until they’re in the office to upload required documents. Now, they simply take a picture of the documents and upload the images to Pershing’s Document Management System from the NetX360 Mobile app,” Pasion says. “Advisors can securely send statements and tax forms to their clients using the mobile app, which is very helpful during tax season.”

Looking ahead, the firm is focused on providing new ways of alerting users of events and incorporating technology that many of its clients already use on a daily basis, Pasion says.

“For advisors, we are developing Actionable Alerts, which will inform them of important events via push notifications so they can take action using the mobile app,” he says. “For investors, we will allow them to receive their account information using Amazon Echo.”