What We Provide
Featured Solutions
Pershing has been committed to the safekeeping, servicing, segregation, and reporting of client assets for almost 85 years.
All Solutions
We align our people, services and technology to deliver a simplified and enhanced experience.
We provide a multi-custodial, interoperable wealth platform, data and managed account solutions that support asset managers, broker-dealers RIAs, advisors and clients.
Learn about Pershing's outsourcing solutions for clearing, custody, execution and settlement backed by our standards of service excellence.
Consulting and Implementation (C&I) helps clients run a successful wealth management business.
Expand your investment offering and trading capabilities with Pershing's solutions—from ETFs and 529s to alternative investments and wealth management.
We provide access to lendable securities, alternatives, global execution & custodial solutions through the integrated BNY Mellon platform.
From Traditional, Roth and Rollover IRAs to SEP, SIMPLES and 401(k) plans, Pershing offers one-stop access to an array of retirement solutions.
Pershing's digital experience delivers easy integration, processing and platform and mobile user experiences for advisors and investors.
Our execution services for banks, broker-dealers, wealth management firms and advisors combine access to liquidity with seamless high touch execution.
