Pershing Broadens the Accessibility of NetX360 to run on Microsoft’s Surface Pro Tablet

Pershing LLC, a BNY Mellon company, today announced that the company’s industry-leading technology platform for advisors, NetX360®, now runs on Microsoft’s new Surface Pro tablet. The availability and compatibility of NetX360 on the Surface Pro will help advisors manage their business more effectively and efficiently while working in the office or on the road.

On the Surface Pro tablet, NetX360 runs on the Windows® 8 Pro operating system. This allows advisors to have NetX360 open and accessible, while simultaneously BNYMellonworking on a document or spreadsheet in a different application. This operating system not only allows every Microsoft program to appear and work as it would on a desktop personal computer, but it also permits several applications to run on the Surface Pro tablet at one time.

“We strive to anticipate our clients’ needs and deliver our platform across any device so that they can focus on their clients and the growth of their business. The addition of Microsoft Surface Pro to the array of mobile devices that can NetX360_timizzersupport NetX360 speaks to our commitment to putting our clients’ needs first and gives them the choice of how they access our platform.” said Ram Nagappan, co-CIO of Pershing, “NetX360 on the Surface Pro is the latest in a series of mobile innovations and solutions spanning  over the more than 20 years and we will continue to bring new mobile solutions to meet the needs of advisors.”

Users of NetX360 on the Surface Pro can leverage the features and functionality of the Surface Pro device. Advisors can use the tablet’s touch screen capabilities, the onscreen keyboard or the Surface Pro stylus. NetX360 is available to download through the Pershing website and can be accessed via the tablet’s browser.

Pershing LLC (member FINRA/NYSE/SIPC) is a leading global provider of financial business solutions to more than 1,500 institutional and retail financial organizations and independent registered investment advisors who collectively represent approximately 5.5 million active investor accounts. Located in 23 offices worldwide, Pershing and its affiliates are committed to delivering dependable operational support, robust trading services, flexible technology, an expansive array of investment solutions, practice management support and service excellence. Pershing is a member of every major U.S. securities exchange and its international affiliates are members of the Deutsche Borse, Australian Stock Exchange, Irish Stock Exchange, London Stock Exchange and Toronto Stock Exchange. Pershing LLC is a BNY Mellon company. Additional information is available at

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 36 countries and more than 100 markets. As of March 31, 2013, BNY Mellon had $26.3 trillion in assets under custody and/or administration, and $1.4 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK).


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