WINNER!

THE WEB MARKETING ASSOCIATION IS PROUD TO PRESENT THIS 2014 MOBILEWEBAWARD FOR OUTSTANDING ACHIEVEMENT IN MOBILE DEVELOPMENT

To: Pershing LLC, a BNY Mellon company

For: NetXInvestor® Mobile

Award: Best Investment Mobile Application

Click here to see entry creative

About the Entry

Pershing’s NetXInvestor™ Mobile provides clients with an essential solution to enable them to manage their investments. Now investors can stay connected while they are on the go—wherever they use an iPhone® or iPad®* NetXInvestor Mobile lets users manage their financial portfolio in an efficient and user-friendly environment specially designed for mobility.
On the road, in the office or on a mobile device, investors have access to their accounts at their fingertips. With many of the same features as the desktop application, NetXInvestor Mobile on iPhone or iPad allows clients to check balances, positions, quotes and market indices. Additionally, equity and mutual fund trading functions are also available (controlled by entitlements).
With this app, available via the Apple® App Store on their iPad or iPhone, NetXInvestor Mobile provides fully-featured access to account information, such as balances, holdings, activity, order status and account documents including statements, trade confirmations and tax documents. Users can also access market data and place trades for equities and mutual funds to help them stay ahead of the market while on the go.
With just a few clicks from your iPhone or iPad you can access:
•Account balances and holdings
•Transaction history
•Order status
•Market information and quotes
•Your securities watchlist
•Equity and Mutual fund order entry (if enabled by your financial institution)

* Subject to system availability and an internet connection
To use NetXInvestor Mobile, you must be a client with an account at a financial institution that provides its clients access to their account information via the NetXInvestor website. The financial institution also has to specifically activate the NetXInvestor Mobile application for its account holders.
Please note that:
Account access, trade execution and system response may be affected by a variety of factors including trading volumes, market conditions, phone and computer networks.
•Fees, markups or commissions may be charged on trades. Please contact your financial institution for details
•Investment products are not bank deposits, are not FDIC insured or insured by any federal government agency and may go down in value. Please contact your financial institution for details.

 

Award Credits

Contributors:

Vice President:	Michael DiPierro
Vice President:	Prakash Ahuja
Development Delivery:	Anitha Jothi
Development Delivery:	Muthusrinivas Kumarappan
Development Delivery:	Ramesh Muthu
Development Delivery:	Satheesh Kumar Muthu
Vice President:	Muthuswamy Maharajan
Vice President:	Joseph Pasion
Assistant Vice President:	Sabina Phillips
Vice President:	Nalalagappan Solayappan