Pershing
One Pershing Plaza,
Jersey City, 07399, NJ,
United States
Jersey City, 07399, NJ,
United States
1 800-445-4467
Professional Services
Pershing Technographics
Pershing Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Pershing and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 5000 Pershing employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Pershing has purchased the following applications: Envestnet Revenue Manager for Revenue Cycle Management in 2015, Cisco Webex Meetings for Audio Video and Web Conferencing in 2020, SunGard SIGNiX MyDoX for Digital Signing in 2015 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Pershing is running and its propensity to invest more and deepen its relationship with Envestnet , Cisco Systems , Cvent or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Pershing revenues, which have grown to $2.54 billion in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Pershing intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Pershing Tech Stack and Enterprise Applications
ERP Services and Operations
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Envestnet | Legacy | Envestnet Revenue Manager | Revenue Cycle Management | ERP Services and Operations | n/a | 2015 | 2015 |
In 2015, Pershing implemented Envestnet Revenue Manager as an enterprise billing solution within the Revenue Cycle Management category. The U.S. finance and billing deployment centralized advisor billing for Pershing's broker dealer and advisor clients, was designed to process over one million accounts, and consolidated multiple billing platforms into a single billing backbone.
The Envestnet Revenue Manager implementation focused on a high-throughput billing engine and account-level processing, including schedule and fee configuration, automated invoice generation, and reconciliation workflows common to Revenue Cycle Management systems. Configuration efforts emphasized scale and operational efficiency to support mass account processing and consolidated rate book management for advisor billing operations.
Operational integration included a direct integration with Pershing's NetX360 platform to enable account and transaction data flow into the billing engine, supporting end to end billing calculations and statement generation. Governance centered on a centralized U.S. billing cadence, consolidated operational ownership within finance and billing teams, and a rollout approach aimed at unifying disparate billing processes while increasing billing scale and operational efficiency.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Cisco Systems | Legacy | Cisco Webex Meetings | Audio Video and Web Conferencing | Collaboration | n/a | 2020 | 2020 |
In 2020, Pershing implemented Cisco Webex Meetings, deploying Cisco Webex Meetings as a web-embedded component to extend its Audio Video and Web Conferencing capabilities on the corporate website. The implementation leverages Webex Meetings cloud conferencing and browser-based join flows to enable video conferencing, screen sharing, recording, and scheduling for both internal collaboration and client-facing meetings. Cisco Webex Meetings is embedded on Pershing.com to provide direct meeting access and streamlined attendee join experiences, with configuration focused on tenant-level meeting policies and user provisioning.
Operational coverage targets corporate communications and client services within Pershing's United States operations, supporting professional services teams with synchronous collaboration and external engagement workflows. Governance emphasis centers on centralized administration of the Webex tenant, role-based administrative controls, meeting policy configuration, and meeting lifecycle management, while the implementation relies on standard Webex orchestration and web embedding rather than disclosed custom integrations.
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Event Management | Collaboration |
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2018 | 2018 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| FIS Global | Legacy | SunGard SIGNiX MyDoX | Digital Signing | Content Management | n/a | 2015 | 2015 |
In 2015 Pershing implemented SunGard SIGNiX MyDoX from FIS Global to provide Digital Signing capabilities across its advisor-facing platform. The deployment targeted electronic signature and document workflow modernization for Pershing clients including financial advisors, Broker-Dealers and RIAs, aligning the application with advisor onboarding and account documentation processes.
SunGard SIGNiX MyDoX was configured as a cloud-based digital signature service using standards-based cryptography and independently verifiable signatures. Implementation emphasized e-signature workflows, audit trail generation, and secure document custody, enabling advisors to complete multi-product onboarding and execution flows electronically.
The implementation integrated with Docupace Technologies via the Docupace STP Network and was referenced as the digital signature solution to be embedded into Pershing’s NetX360 advisor interface. This integration linked Pershing client workflows, Docupace turn-key processing, and SIGNiX signing services to create smoother straight-through processing across account opening and transactional document flows.
Governance centered on SEC and FINRA compliance attributes, with SIGNiX inheriting Docupace’s compliance methodology when deployed within the Docupace STP Network. Explicit outcomes noted in the integration included reduced errors, quick transparent access to electronic documents for audit purposes, and the near elimination of most NIGO conditions, supporting more efficient onboarding and compliance workflows.
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Web Content Management | Content Management |
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2019 | 2019 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Customer Experience | CRM |
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2020 | 2020 |
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Data Management Platform | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2016 | 2016 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2019 | 2019 |
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Tag Management | CRM |
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2020 | 2020 |
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TRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Governance, Risk and Compliance | TRM |
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2018 | 2018 |
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Governance, Risk and Compliance | TRM |
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2018 | 2018 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2019 | 2019 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2020 | 2020 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2021 | 2021 |
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Secure Web Gateways (SWG) | CyberSecurity |
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2011 | 2011 |
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IT Decision Makers and Key Stakeholders at Pershing
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Pershing Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Pershing IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Pershing digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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FAQ - APPS RUN THE WORLD Pershing Technographics
Pershing is a Professional Services organization based in United States,
with around 5000 employees and annual revenues of $2.54 billion.
Pershing operates a diverse technology stack with applications such as
Envestnet Revenue Manager, Cisco Webex Meetings and SunGard SIGNiX MyDoX,
covering areas like Revenue Cycle Management, Audio Video and Web Conferencing and Digital Signing.
Pershing has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Envestnet, Cisco Systems and FIS Global.
Pershing recently adopted applications including
Proofpoint Email Security and Protection in 2021, Cisco Webex Meetings in 2020 and Adobe Experience Cloud in 2020,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of Pershing’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates Pershing’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete Pershing technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.