Pershing Previews Its Next-Generation Mobile Application at INSITE™ 2013

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Attendees at Pershing's INSITE 2013 Conference to See New NetX360® iPad and iPhone Apps Live

HOLLYWOOD, Fla., June 5, 2013 /PRNewswire/ -- Pershing LLC, a BNY Mellon company, is previewing its next generation mobile solution for investment professionals today at the INSITE™ 2013 conference in Hollywood, Florida. The new version features a fully redesigned, sleek user interface and a variety of features aimed at making advisors more efficient and productive in their everyday activities. Consistent with BNY Mellon's client-centric technology development approach, attendees at INSITE 2013 will be able to experience the app at the Interactive Solutions Center and provide feedback directly to the engineering team. The new application is scheduled to launch later this year for the iPhone and iPad, followed by versions for Android and Microsoft.

"In developing our next generation mobile application, we're taking an in-depth look at how advisors and investors actually use mobile technology in their day-to-day lives," said Ram Nagappan, chief information officer of Pershing. "The latest version of the NetX360 mobile app takes full advantage of the native features of the iPad and iPhone, while incorporating the best of web-based applications. We are pleased to have INSITE 2013 attendees try out the new application and provide us with feedback that can be incorporated into the full launch later in the year."

Key features of Pershing's next generation mobile solution for iPad and iPhone will include:

  • A simplified look and feel, with an intuitive, tile-like design. The newly architected application, which incorporates the latest mobile design concepts to deliver the best user experience, will take greater advantage of the iPad and iPhone touch capabilities and feature improved functionality.
  • Integrated collaboration and self-service tools, including an "advisor meeting mode" to facilitate easier sharing of information with investors, the loading of portfolios, and device-to-device discussions between advisors and their clients.
  • Push notifications, allowing advisors to stay up-to-date with their accounts anywhere, anytime, so they can be more productive and service their clients more effectively.

The next generation application's hybrid design will enable users to have improved performance on each device and to leverage native device features. Some of these features include multi-touch gesture controls, the iPad and iPhone's built-in cameras and location services, while allowing them to access the best web development capabilities that HTML5 offers.

Pershing will hold a conference call for the media on Wednesday, June 5, at 12:30 p.m. ET at INSITE 2013. Journalists interested in finding out more about the program can join the call for a brief overview offering additional perspective from chief information officer Ram Nagappan, followed by a brief Q&A session for those in attendance and on the conference line. Please email pershing@peppercomm.com to receive specific dial-in information.

INSITE 2013™ attracts more than 2,300 attendees, including investment professionals, independent RIAs, dually registered and hybrid advisors as well as senior-level product and marketing executives. It is held at The Westin Diplomat, Hollywood, Florida. For additional information, visit www.INSITE2013.com.

To keep up-to-date on INSITE 2013 and to join the conversation on the issues that will be discussed, follow us on Twitter @Pershing and use hashtag #INSITE2013.

Pershing and its affiliates provide global financial business solutions to over 1,600 financial organizations, broker-dealers, registered investment advisory firms, advisors, fund managers and asset managers who represent over 5.6 million active accounts. Located in 23 offices worldwide, Pershing delivers dependable operational support, robust trading services, flexible technology, an expansive array of investment solutions, practice management support and service excellence. Pershing is a member of every major U.S. securities exchange, and its international affiliates are members of the Deutsche Borse, Australian Stock Exchange, Irish Stock Exchange, London Stock Exchange and Toronto Stock Exchange. Pershing LLC (member FINRA/NYSE/SIPC) is a BNY Mellon company. Additional information is available on pershing.com, or follow us on Twitter@Pershing.

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 36 countries and more than 100 markets. As of March 31, 2013, BNY Mellon had $26.3 trillion in assets under custody and/or administration, and $1.4 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com, or follow us on Twitter @BNYMellon.

SOURCE BNY Mellon