The largest clearing company in the industry is about to get a technology overhaul. Pershing, the BNY Mellon unit that is also one of the leading technology providers to financial advisors, expects to release the second generation of its NetX360 technology platform and NetXInvestor client portal later this year.

As described by Pershing's chief information officer, Ram Nagappan, the new technology platform represents an ambitious effort to address several goals: to be a leader in mobility tools, to foster better investor-advisor collaboration, to improve advisor effectiveness and productivity, and to improve on Pershing's already robust business intelligence tools.

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