Seamless and Comprehensive integration of Invessed with Pershing
Integrating Invessed with Pershing's Nexus® brings together two industry-leading platforms to provide a seamless and comprehensive wealth management solution. This integration allows clients to access Pershing's extensive range of investment products and services through the Invessed platform, empowering financial advisors and their clients to efficiently manage their investment portfolios and make informed decisions. By streamlining operational processes and providing a sophisticated user experience, the integration enhances the capabilities and offerings available to both advisors and clients, resulting in a powerful collaboration between Invessed and Pershing.
What is Invessed?
Invessed is a complete client engagement platform for Financial Advisors and Wealth Managers, including Client Experience, Advisor Productivity, Financial Integrations and Crypto Custody suites.
What is Nexus®?
Nexus from Pershing is a comprehensive wealth management platform that powers our middle and back office systems. It offers a wide range of investment products and services, including custody, trading, and clearing services. With their extensive resources and expertise, Pershing enables financial advisors and their clients to efficiently manage their investment portfolios and access real-time market data.
Why integrate Invessed with Pershing?
| Invessed | Nexus | |
| Experience | Multi-channel experience | Seamless integration |
| Cost | Fair and transparent prices | Flexible, to requirements |
| Hosting | Fully-managed SaaS | Fully-managed SaaS |
| Support | Invessed SLA | Pershing SLA |
| USP | Wealth Engagement Platform | CRM, portfolio management and investor portals |
Tried-and-trusted technology stack
.NET Core
.NET, developed by Microsoft, is an open-source cross-platform framework for building apps and integrations for web, mobile, and other platforms.
Azure Cloud
Microsoft's Azure Cloud platform offers unmatched power, scalability, and security, providing cost-effective hosting and access to AI capabilities.
DevOps
DevOps combines software development and IT operations to shorten the systems development life cycle and ensure continuous delivery.