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BNY Mellon | Pershing: NetXInvestor® Site Builder

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8 March 2021

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.

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