Pershing Advisor Solutions has updated its online account management system, allowing affiliated advisors to customize information for their clients and giving clients easier access to account and other data.

The flexible new design, called NetExchange Investor, replaces the more static PortfolioPoint. On NetExchange Investor, clients can view account information, including current and archived trade confirmations, periodic account statements and anticipated dividend payments and income distributions. They can also view quotes and pay bills online through BillSuite. Advisors can customize the data available for each client.

Advisors can view a demonstration of the new platform at www.pershingadvisorsolutions.com/tournxi and clients can access the site through www.netxinvestor.com.