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Articles tagged "NetX360"


Jim Crowley: Success would be 'growing faster than the market at a multiple rate.'

Between sessions at INSITE, Pershing execs describe how they'll spell victory in their grand custody merger -- and what stands in the way
Elsewhere at the southern Florida confab, Tibergien and former Secretary of Defense Robert Gates fill in for Hillary Clinton under stormy skies

Friday 6.7.13
Ed O'Brien: Any of the custodians could probably put together an offering like this ...  but they haven't.

Is Fidelity's move to put RIAs deeper into the cloud gonna make it rain?
'First to market' crows Fido. 'Not even close' counter other custodians. But one expert says the Boston-based firm's one-click platform could change everything

Wednesday 5.1.13
David Miller: They said, If you leave we'll come with you.

Portfolio Pathway and $3-billion RIA-TAMP deepen an alliance that has Pershing at its core
The Illinois-based performance software maker got going from its founder Pershing's roots -- and now an embrace of Folio Dynamix by the clearing company is opening a new chapter

Thursday 2.21.13
Suresh Kumar's name was synonymous with NetX360 and now he's watching from a loftier BNY perch.

Suresh Kumar moves on to BNY Mellon and Pershing and NetX360 adjust to life without the maestro
The Jersey City-based clearing and custody company is filling the big shoes of its former chief information officer with two of his former underlings

Tuesday 10.9.12
Mark Tibergien: We're on every continent except Antartica.

5 questions for Mark Tibergien on his 5th anniversary as CEO of Pershing RIA unit
Tim Welsh gets the consulting godfather to open up about NetX360, how roll-ups roll and the tripling of custody assets at Pershing

Wednesday 9.19.12
Black Diamond founder Reed Colley is relocating to San Francisco to help chart Advent's broader future with his knowledge of mobile, social media and the cloud.

A year after the Advent-Black Diamond deal, the merged company is making some big chess moves
Reed Colley switches coasts as new hire Mike Golaszewski heads the other way to Jacksonville and the Advent-Black Diamond sales teams merge

Monday 5.21.12
Ed O'Brien: It continues to grow, especially as the devices get better.

Fidelity releases mobile trading for advisors - just don't expect many mobile trades
RIAs generally make block trades and use rebalancing software these days and mobile apps aren't ready for that

Tuesday 7.12.11
Sunit Bhalla: I can log into my bank in seven keystrokes.

How one RIA is running his practice on a Mac and finding it totally doable
Sunit Bhalla is taking full advantage of Apple to make sure he stays a one-man shop

Wednesday 6.29.11
WealthCentral Mobile is available for download in the Android Market

Fidelity slips in ahead of Pershing on Google phones with WealthCentral for Android
Functionality is just like the iPhone version, with no mobile trading yet

Tuesday 3.22.11
Joe Stallings: Many offices around the metro area struggled to continue with business as usual.

How a big Atlanta RIA kept sledding with technology after snow paralyzed the city
Where snow shovels left off, laptops, iPads, iPhones, NetX360 and some forethought took over

Tuesday 1.25.11
Suresh Kumar may be the quiet force behind his company's Citigroup win as he puts finishing touches on NetX360, Pershing's fee and transactional platform

Pershing wins Citigroup account and will support its RIA referral network
The win is 'huge' and affirming of NetX360 because the account is big, branded and exclusive, analysts say

Thursday 12.16.10
Maggie Serravalli is stamping out bifurcation in her new role as Fidelity's service czar.

Fidelity unveils latest effort to make its advisor-servicing silos work as a single unit for hybrids
Pershing still believes it has an edge in seamless service because of NetX360

Wednesday 12.8.10
Suresh Kumar and Trent Witthoeft are the faces of the NetX360 roadshow at a stop-off in Mill Valley.

What I learned from a duo of Jersey guys who visited RIABiz in Sausalito
Brian Hamburger and Suresh Kumar made the long flight fueled by a shared passion for the evolving advisory business

Monday 11.15.10
Suresh Kumar: If you have a single office or 10,000, we can handle them.

Pershing believes its case for NetX360 as the Apple equivalent for advisors is solid
Fidelity and Schwab make counter-arguments based on their own technological visions

Thursday 11.11.10
Nevin Freeman: I got the sense this time around that Kumar and his team really are doing what they can to push the envelope.

Nevin looks under the NetX360 hood after it gets 100,000 new users and some overhauling
The ambitious software effort shows signs of 13,000 user comments

Thursday 11.11.10
Richard Hart: We think it’s a really big deal.

(Updated) Fidelity elevates hybrid offering by giving RIA technology to thousands of IBD reps
WealthCentral lures breakaways to FIWS and it may also work for National Financial

Friday 10.1.10
Mike Durbin: WealthCentral eliminates a major difficulty in breaking away

Fidelity wins converts to WealthCentral, but most of its advisors have yet to make the switch
The giant technology project is behind Fidelity's schedule but ahead of one analyst's expectations

Tuesday 8.31.10
Peter Berg: What’s been missing is a business development effort of any significance.

BNY Mellon's new RIA custody unit will collaborate [and compete] with Pershing Advisor Solutions
The giant bank believes it can meld technology and sales forces to lure to dug-in breakaways

Wednesday 6.2.10
Mark Tibergien: We were so impressed with Schwab's service that we hired 14 of their people in the past two years.

Mark Tibergien is making Pershing an industrial strength custodian with an RIA service touch
The feisty CEO of Pershing's RIA unit believes his offering will speak to big RIAs

Thursday 3.4.10
Dan Skiles: It doesn’t matter from a passion standpoint whether the RIA has $50 million or $2 million

How Schwab's top tech executive for RIAs ended up with a fledgling competitor
Dan Skiles makes conscious decision to stop his 'Up in the Air' life and discovers the joys of being an entrepreneur

Monday 1.11.10
FinFolio's graphs are all available on-the-fly, without running reports.

FinFolio looks to offer unprecedented flexibility and power, with an intuitive interface
Nevin reviews upcoming Portfolio Management System from the makers of AdvisorMart

Thursday 11.19.09
Reed Colley: “If we can’t make an advisor happy, we encourage them to find another solution that will.”

Black Diamond is winning big accounts from Advent at an impressive clip
The Florida-based upstart has tripled its pipeline of customers since 2008

Monday 10.26.09
Say good-by to this website

Schwab technology undergoes metamorphosis
Beta tester still has wish list for Schwab upgrades

Tuesday 9.1.09
Nevin Freeman: RIABiz webmaster and tech critic at large

Nevin looks under the NetX360 hood (Part 3 in a 3-article series)
Pershing achieves objectives of giant revamp and leaves room for upgrades

Friday 8.14.09
Matt Lynch: Moving account to Pershing after it

Two Broker-dealers pick Pershing for hybrid tech after HybridOne comparison [part two of three in a series]
Capital Analysts and First Allied see true melding of hybrid assets at Pershing

Monday 8.10.09
Mark Tibergien: Plays role in marrying RIA and brokerage assets

Pershing puts RIA custody on desktop of thousands of IBD reps (One of three articles in a series)
Pershing makes mini-custodians out of broker-dealers

Thursday 8.6.09




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