Pershing believes its case for NetX360 as the Apple equivalent for advisors is solid
Fidelity and Schwab make counter-arguments based on their own technological visions
Author Brooke Southall November 11, 2010 at 8:10 AM
![Bill Winterberg](/_next/image?url=https%3A%2F%2Fwww.gravatar.com%2Favatar.php%3Fgravatar_id%3D13095a904bfb96d9686a266b63ba5988%26default%3Dhttps%253A%252F%252Fucarecdn.com%252F0b5addcb-6e7e-48f1-9e88-2279491e69b9%252Fiphonelogo.png%26size%3D50&w=1200&q=75)
Bill Winterberg
November 11, 2010 — 6:06 PM
I remain skeptical that advisors are truly ready to marry their technology platform with their primary custodian. On one hand, it’s convenient to receive a robust technology platform provided by the custodian, but should the custodian adopt unpopular policies, what’s an advisor to do? Accept the policies or abandon the platform?