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ICE Announces a Unique Wealth Management Platform Integration with BNY Mellon | Pershing

Intercontinental Exchange, Inc., a leading global provider of data, technology and market infrastructure, and BNY Mellon | Pershing, a leading provider of clearing and custody solutions, announced today that the web-based version of the ICE Connect wealth management platform has been integrated into BNY Mellon | Pershing’s clearing and custody platform NetX360+®. Davenport & Company, one of the oldest, employee-owned financial services firms in the U.S., is the first client to migrate over 250 advisors to the new integrated solution.

ICE’s wealth offering provides comprehensive tools to analyze portfolio and market data, provide trade support for private labels, and secure access to accounts, as well as third-party and back-office application programming interfaces (APIs). BNY Mellon | Pershing’s NetX360+ platform provides investment professionals and registered investment advisors the tools to manage their business and support their client’s evolving needs.

“For more than a decade, ICE and BNY Mellon | Pershing have worked together to design solutions for the wealth management community that allow thousands of investment managers to see client portfolio data, along with real-time market data,” said Amanda Hindlian, President of Fixed Income & Data Services at ICE. “The integration of ICE’s capabilities with BNY Mellon | Pershing’s NetX360+ platform now brings together the power of market research and data with a full set of trading, execution and client management solutions into a convenient single platform.”

“We are constantly looking to improve the experience on our platform so financial professionals can get deeper insights, realize new efficiencies, and deliver optimal value to their clients,” said Ram Nagappan, Chief Information Officer, BNY Mellon | Pershing. “We are thrilled to join forces with ICE in developing a solution that will provide a holistic view into client accounts and help deliver more targeted advice.”

“The solution from ICE and BNY Mellon | Pershing provides our investment advisors with a compelling solution when working with our clients,” said Jon McElhaney, Head of Wealth Management at Davenport & Company. “The ability to customize the product to our unique specifications, provide it to almost every advisor, and combine real-time access to market data with custodial services in one solution will help us be better stewards of our clients’ capital.”

For more information on ICE wealth management capabilities, please visit:

About Intercontinental Exchange

Intercontinental Exchange, Inc. (NYSE: ICE) is a Fortune 500 company that designs, builds and operates digital networks to connect people to opportunity. We provide financial technology and data services across major asset classes that offer our customers access to mission-critical workflow tools that increase transparency and operational efficiencies. We operate exchanges, including the New York Stock Exchange, and clearing houses that help people invest, raise capital and manage risk across multiple asset classes. Our comprehensive fixed income data services and execution capabilities provide information, analytics and platforms that help our customers capitalize on opportunities and operate more efficiently. At ICE Mortgage Technology, we are transforming and digitizing the U.S. residential mortgage process, from consumer engagement through loan registration. Together, we transform, streamline and automate industries to connect our customers to opportunity.

Trademarks of ICE and/or its affiliates include Intercontinental Exchange, ICE, ICE block design, NYSE and New York Stock Exchange. Information regarding additional trademarks and intellectual property rights of Intercontinental Exchange, Inc. and/or its affiliates is located here. FactSet® is a trademark of FactSet Research Systems, Inc. Other products, services, or company names mentioned herein are the property of, and may be the service mark or trademark of, their respective owners. Key Information Documents for certain products covered by the EU Packaged Retail and Insurance-based Investment Products Regulation can be accessed on the relevant exchange website under the heading “Key Information Documents (KIDS).”

Safe Harbor Statement under the Private Securities Litigation Reform Act of 1995 -- Statements in this press release regarding ICE's business that are not historical facts are "forward-looking statements" that involve risks and uncertainties. For a discussion of additional risks and uncertainties, which could cause actual results to differ from those contained in the forward-looking statements, see ICE's Securities and Exchange Commission (SEC) filings, including, but not limited to, the risk factors in ICE's Annual Report on Form 10-K for the year ended December 31, 2021, as filed with the SEC on February 3, 2022.


BNY Mellon | Pershing is a leading provider of clearing and custody services. We are uniquely positioned to help complex financial services firms transform their businesses, drive growth, maximize efficiency and manage risk and regulation.

Wealth management and institutional firms outsource to us for trading and settlement services, investment solutions, bank and brokerage custody, middle and back office support, data insights and business consulting.

BNY Mellon | Pershing brings together high-touch service, an open digital platform and the BNY Mellon enterprise to deliver a differentiated experience for every client.

Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company. With offices around the world, BNY Mellon | Pershing has over $2 trillion in assets and millions of investor accounts. BNY Mellon Pershing affiliates include Pershing X (formerly known as Albridge Solutions, Inc.) and Lockwood Advisors, Inc., an investment adviser registered in the United States under the Investment Advisers Act of 1940. Additional information is available on, or follow us on LinkedIn or Twitter @Pershing.

Category: Fixed Income and Data Services

SOURCE: Intercontinental Exchange



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