Automated client onboarding and seamless navigation between the two platforms are now available to all joint clients

Advyzon announced a series of integrations with BNY Mellon’s Pershing designed to deliver joint clients a seamless experience that allows them to navigate between the two platforms effortlessly and provides access to the most crucial real-time information to help them better serve end investors.

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The announcement follows a series of new integrations by Advyzon to continue its expansion of offerings to registered investment advisors (RIA’s). It also supports Pershing’s strategy of expanding its market share among RIA firms.

“Leveraging Advyzon’s nimble development team and Pershing’s extensive suite of integration capabilities, we are now opening up a world of opportunities to deliver more value and better efficiencies to joint clients,” said John Mackowiak, Chief Business Development Officer at Advyzon.

Commenting on the announcement, Christina Townsend, Head of Relationship Management, Platform Strategy and Consulting for Wealth Solutions at Pershing, said, “We continue to invest in our open architecture platform to bring more flexibility and choice to our clients. These integrations will help advance our goal of delivering a superior experience to current and future clients that leverage Advyzon’s suite of software solutions.”

The integrations include a bi-directional connection, which affords advisors the ability to flow effortlessly between Pershing’s professional workstation, NetX360®, and the Advyzon platform, essentially making the two platforms an extension of one another.

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Additionally, a series of API integrations between the two platforms will enable advisors the ability to:

1. Prefill Pershing’s client onboarding tool with information from Advyzon’s CRM.
2. View NetX360 account documents, such as statements, confirms, tax documents and notifications, within the Advyzon client portal.
3. View NetX360 client holdings, balances, and real-time alerts within the Advyzon advisor dashboard.

Advyzon also ingests Pershing’s nightly standard files for their advisors for performance reporting and portfolio management.