Vendors
日本語
search
  2. //
  3. Reports & insights
  4. //
  5. BNY Mellon | Pershing: NetXInvestor® Site Builder

BNY Mellon | Pershing: NetXInvestor® Site Builder

Create a vendor selection project
Click to express your interest in this report
Indication of coverage against your requirements
A subscription is required to activate this feature. Contact us for more info.
Celent have reviewed this profile and believe it to be accurate.
We are waiting for the vendor to publish their solution profile. Contact us or request the RFX.
Projects allow you to export Registered Vendor details and survey responses for analysis outside of Marsh CND. Please refer to the Marsh CND User Guide for detailed instructions.
Download Registered Vendor Survey responses as PDF
Contact vendor directly with specific questions (ie. pricing, capacity, etc)
8 March 2021
Awaad Aamir

Winner of Celent Model Wealth Manager 2021 Award for Client Experience

Abstract

Over the past year it has become increasingly clear that digital marketing is the cornerstone of an advisor’s marketing strategy. As such, a functional website serves as the foundation to the advisor’s digital engagement strategy. BNY Mellon Pershing’s NetXInvestor Site Builder provides IBDs and RIAs the means to offer advisors a robust website configuration tool to build their own uniquely configured and fully branded NetXInvestor website. This report identifies the various points of friction advisors face when trying to deploy and update their website. It then highlights Pershing’s template driven approach and how it makes the process more accessible.

Client Access

Video