NetX360 - Insite.bnymellon
NetX360 F L E X I BL E T ECHN O LO GY TH AT WILL TRANSFORM YOUR BUSINESS
NetX360 A S IMP L E , IN T UI T I V E A ND P ER S O N A L IZED T EC HN O L O GY P L AT F O R MF O R A DV IS O R SAs a business-to-business provider, we keep you at the center of your clients’financial lives. Having an easy-to-use, secure, resilient and flexible technologyplatform is key to growing your business—so is having access to a diverse suite ofproducts. Combine the two, and you have a winning solution: NetX360. The smart andconvenient way to improve efficiency and productivity at your firm. Efficientsingle platform experience Configurable Flexible Workto the way you conduct businessfor native functionality or third-party providerssmart by using workflows, rules-driven processing and alerts Accessibleanytime, anywhere via NetX360 MobileFor professional use only. Not for distribution to the public.2
Digital Client OnboardingPrefill allAvailable DataSingle Package forExecution by InvestorWet Signature oreSignatureFull Audit Trailof WorkflowCLIENT ONBOARDING/NEW ACCOUNTS WithNetX360, you have a single account opening platform for all business lines, includingbrokerage, bank custody and managedASSET MOVEMENT Quick and easy money movementPAPERLESS EXPERIENCE Pre-populate data from source systems, NetX360 or your own CRM with a wet or digital signaturevia the SIGNiX integrated eSignature experience With e-Delivery, investors can receive statements, confirmations, shareholder information, accountnotifications and letters online to eliminate mail to their home and expedite accessEFFICIENCY AND AUTOMATION Integrated document management and managed account proposal systems Automateadditional steps, such as account funding, incoming transfers, stating instructions andperiodic instructionsTRANSPARENCYClient Onboarding Real-time alerts provide up-to-date account status Full audit details of the entire workflowFor professional use only. Not for distribution to the public.3
Increased Operational EfficiencyWorkflowsWORKFLOWSReviewerAdvisors use our workflow to support their businessprocess lifecycles, including account opening and moneymovement. This functionality provides rules-basedexception monitoring and a fully transparent audit trail.Initiator4ApproverAlerts 2020 Pershing LLC. Member FINRA, NYSE, SIPC. For professional use only. Not for distribution to the public. Please see disclosures at end. Proprietary information.ALERTSAdvisors can subscribe to real-time alerts andnotifications.5 2020 Pershing LLC. Member FINRA, NYSE, SIPC. For professional use only. Not for distribution to the public. Please see disclosures at end. Proprietary information.Work BasketsWORK BASKETWork Basket provides a dashboard of work items youare entitled to process, with quick links to push workitems, or view in a list.6For professional use only. Not for distribution to the public.4 2020 Pershing LLC. Member FINRA, NYSE, SIPC. For professional use only. Not for distribution to the public. Please see disclosures at end. Proprietary information.
NetX360 MobileAnytime, anywhere access to market-leading tools and experiences:(Use an Android Phone for the Check Deposit Scree Fundaccounts quickly with mobile check deposit Receivealerts and notifications while away from the office Updateclient information and maintain accounts Submitorders or transfer money on behalf of clients Uploadand share documents as they are receivedember FINRA, NYSE, SIPC. For professional use only. Not for distribution to the public. Please see disclosures at end. Proprietary information.For professional use only. Not for distribution to the public.5
Managing AssetsPershing has a number of solutions for advisors to manage client assets globally by facilitating multicurrency trading and reporting. From investment solutions and trading tools to premium content andlending solutions, Pershing is a valued partner in every step.Managed AccountsThe fully integrated managed accounts technology within NetX360 supports mutual fund/exchange traded fund (ETF) wrap accounts, separately managed accounts (SMA), unifiedmanaged accounts (UMA) and rep advised programs.INVESTMENT SOLUTIONSPershing brings innovative investment solutions and strategies to market quickly—without the costsand delays of in-house development.FundCenter offers28,000 funds andFundVest offersaccess to 8,000 no-transaction-fee(NTF) mutual funds.ETF Center providessearchable data onover 2,100 ExchangeTraded Funds (ETFs)and Exchange-TradedNotes.Alternative InvestmentCenter provides accessto over 2,000 alternativeinvestments, includingno-transaction-fee fundsfor retirement and nonretirement accounts.Subscribe has realtime order entry fornew and subsequentannuity purchases inapproved or pendingbrokerage/managedaccounts.Fixed Income Centerincludes BondCentral ,an interactive, onlinefixed income tradingplatform that includesmarket data, news andresearch.529 Center has a completepackage of tax-advantagedopen-architecturesolutions, educationalresources, marketingcommunications andonline calculators.For professional use only. Not for distribution to the public.6
TRADING TOOLSSimplify the way you do business with tools that enable you to buy and sell:SINGLE ORDER ENTRYBLOCK TRADING AND REBALANCING OptionsMutual FundsETFsFixed IncomeAlternativesInternationalMaintain single or multi-sleeve modelsRebalance unlimited number of accountsAdd/trim security positionsAccount liquidationsDrift Monitoring and Alerts capabilitiesHousehold RebalancingSingle Order Entry offers a simple tool to quickly execute an order.Block Trading and Rebalancing capabilities make it simple to create, maintain and monitormultiple models—allowing you to assign, rebalance and process trades across multipleaccounts at once.PREMIUM CONTENTAccess industry leading content in a seamlessly integrated environment. Our network of premiumcontent providers includes:MARKET DATA AND NEWSRESEARCHICE Data Services, Refintiv,MT Newswires, Dow JonesArgus, Credit Suisse, Market Edge,Morningstar, CFRA, Thomson Reuters,Markit Consensus, Blue Vault Partners, LipperPremium ContentManagement*7 2020 Pershing LLC. Member FINRA, NYSE, SIPC. For professional use only. Not for distribution to the public. Please see disclosures at end. Proprietary information.For professional use only. Not for distribution to the public.7
Managing Your BusinessNetX360 allows you to easily generate client reports and tailor them based on specific accountinformation, and perform quick and efficient analysis—all enhanced with user-friendly graphics andcharts. Real data is used to provide actionable insights.Dashboard InsightsInsights provide performance measurements across your firm.Dashboard8 2020 Pershing LLC. Member FINRA, NYSE, SIPC. For professional use only. Not for distribution to the public. Please see disclosures at end. Proprietary information.NetX360Analytics shows money in motion and allows tracking net new asset flows.NetX360Analytics9 2020 Pershing LLC. Member FINRA, NYSE, SIPC. For professional use only. Not for distribution to the public. Please see disclosures at end. Proprietary information.For professional use only. Not for distribution to the public.8
Holistic Views of Your ClientsThrough integration with Wealth Reporting and Insights, NetX360 provides consolidated clientaccount data from hundreds of diverse sources (proprietary feeds, banking, brokerage, insurance,retirement, managed accounts, alternatives and trusts).Wealth Reporting and Insights can quickly produce and distribute consolidated client performancereports that cover performance, asset allocation, holdings, transactions, benchmarking, cost basisand more.In addition,more than 50 performance reports provide on-demand, point-to-point reporting with theWealthReportingability to automate delivery of reports to clients.10 2020 Pershing LLC. Member FINRA, NYSE, SIPC. For professional use only. Not for distribution to the public. Please see disclosures at end. Proprietary information.For professional use only. Not for distribution to the public.9
MY CLIENT VIEWMy Client View gives clients the ability to view their portfolio and access important information abouttheir investments. This customizable portal is accessible by both the client and advisor, and with bothseeing the very same thing advisors have the opportunity to walk through it step-by-step virtuallywith clients.For professional use only. Not for distribution to the public.10
An Advisor-Led ExperienceSolutions that range from custody and brokerage services to advisory and wealth planning, NetX360offers a comprehensive platform for managing your business. Integrated data and analytics tools, aswell as access to leading market research, help you stay on top of your game to make sure you areproviding forward thinking and advanced guidance for your clients.PortfolioSolutions AccountWorkbooks Householding Balances Holdings Activity AssetAllocation Projected CashFlow Order Trade/Status Documents NotesTradingSolutionsService andOperations Equities/ETFs ClientOnboarding Mutual Funds Fixed Income Options ComplexOptions Annuities 529s Items forAttention Workflow Service Center DocumentManagement International Single OrderEntryAdvisorySolutions StrategicProposalSystem ModelManagementTools Block Tradingand RebalancingWealthPlanningData andAnalyticsMarketResearch Aggregation Report Center On-DemandPerformanceReporting DashboardInsights AggregatedContent QPR FinancialPlanning BusinessPerformance NetX360Analytics/ACATDashboards OpportunityView Real TimeQuotes Delayed Quotes StreamingQuotes News Scanning Tools Screeners Block Tradingand RebalancingFOR MORE INFORMATIONNetX360 provides the tools you need to manage your business in a secure and easily accessibleenvironment. To learn more, please contact your Relationship or Account Manager.For professional use only. Not for distribution to the public.11
2020 Pershing LLC. Pershing LLC, member FINRA, NYSE, SIPC, is a subsidiary of The Bank of New York Mellon Corporation (BNY Mellon).Pershing does not provide investment advice. Professionally managed investment advisory services, if offered, are provided by Lockwood Advisors, Inc.(Lockwood), a Pershing affiliate and an investment adviser registered in the United States under the Investment Advisers Act of 1940.For professional use only. Not intended for use by the general public. Trademark(s) belong to their respective owners.pershing.comOne Pershing Plaza, Jersey City, NJ 07399PER 1019 5132 BROPSB-PER-NX360-11-19
2020 Pershing LLC. Pershing LLC, member FINRA, NYSE, SIPC, is a subsidiary of The Bank of New York Mellon Corporation (BNY Mellon). Pershing does not provide investment advice.
Customer InSite Instructions This is a reference to upload files to your InSite project. 1. Login to InSite Go to insite.publicationprinters.com or publicationprinters.com to access the InSite login. 2. Select the customer If your user is assigned to multiple customers you can select the correct one under the customer dropdown. After you
KODAK INSITE Customer InSite Instructions Call 303-936-0303 or email your Account Manager for more information. Option #3: Groups of Pages InSite will separate your multi-page PDFs into individual pages and append a position number at the end of the file name based upon the number of pages within the document.
BNY Mellon Managing Director, Treasury Services Delivery tony.brady@bnymellon.com (412) 234-8886 Dave Cruikshank BNY Mellon Executive Vice President david.cruikshank@bnymellon.com (212) 635-8274 Martin Grayson BNY Mellon Managing Director, Strategi
DecisionSpace InSite Anywhere Quick Start Guide 3 Quick Start Guide Select a well and run 1. Access the Job Selection page using one of these methods: If you are not logged on, log on to DecisionSpace InSite Anywhere . If you are already logged on, select Options Job/Units from the main window. Click OK in the message dialog box to confirm.
15004085 - Hose Assembly (-4 HP, 84 in long) Engine QSM - Electronic Diagnostic Tooling 15500622 - Insite Kit - Includes Insite program and inline adaptor. Note; 15500716 Deutsch Cable should be added to this kit. 15500623 - Insite Program (Individual Spare) 15500624 - Inline Connector (Individual Spare) 15500716 - Deutsch Cable (Individual Spare)
The INSITE simulator mode, which contains all Features, Special Features, and Tests, can be accessed without having to activate an INSITE license. 2.5 Enable Cummins Inc. Data Collection This functionality enables or disables the Cummins Inc. data collection in Tools Options Work Orders.
What is InSite Prepress Portal? The Kodak InSite Prepress Portal system is a web portal to the prepress environment that lets printers and their customers work with print jobs over the Internet. Prepress Portal helps to manage the proofing, correction, and approval process so that it is more efficient. Logging on and off 1.
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