Pershing announced last week that it is integrating several popular third-party technology applications into its NetX360 platform for advisors. NetX360 will now offer portfolio management and rebalancing solutions from Blaze Portfolio and Portfolio Pathway, as well as Laser App forms management and configuration tools. In addition, NetX360 users will have access to Ebix Smart Office customer relationship management software via a single sign-on.
The new integrations reflect Pershing’s efforts to use its open-architecture platform to keep customers coming back to NetX360. As advisors become more aware of new applications that make automated processes faster and more efficient, platform providers are becoming increasingly participatory in the third-party integration trend.
