Using Pershing’s Standing Instructions for Periodic Asset Movement, account holders can periodically transfer funds (e.g., quarterly, monthly or weekly). Pershing provides this functionality over the Internet as web pages or on a Microsoft® Windows® platform that can be loaded on our customers’ desktopsit can even be integrated with other brokers' proprietary software using XML SOAP.
Pershing created the Standing Instructions for Periodic Asset Movement within NetX360 because it was what the industry neededand our customers demanded. Since its launch, the application has achieved the highest affirmation: 100% user adoption, which includes over 800 broker-dealers and more than 100,000 users.
Ultimately, what matters most is not that Pershing is satisfied with our resultsas always, it is that our customers are satisfied.
Users at all levels can now experience significantly improved performance through: