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Brochures
| Measuring How Well We Support You
May 21, 2008 Our firm-wide service excellence program aims to improve and enhance your experience. |
| A Paperless Solution for Advisors
July 24, 2008 Archaic paper-based filing systems are quickly becoming obsolete. As advisors look for document storage vehicles to minimize paper, they are finding that the next generation of document management systems can also help them become more efficient, improve client service, and reduce costs. |
| 130/30 Managers
May 21, 2008 The Bank of New York Mellon's asset servicing, administration, and collateral management groups, combined with Pershing Prime Services, provides an integrated platform that brings together all the servicing and financing functions needed to manage eligible 130/30 funds. |
| Make the Transition to Independence
May 20, 2008 We are dedicated to helping you make a rapid and informed career transition. An Advisor's Guide to Establishing an Independent Practice helps you understand the process and answers your questions about starting your own business. |
| Total Access to the Fixed Income Markets
May 21, 2008 Our extensive fixed income capabilities can help you meet the rapidly rising demand for fixed income. |
| Seamlessly Trade Online
May 20, 2008 Access a live and executable inventory of more than 25,000 bonds from more than 90 fixed income dealers through BondCentral®, our online fixed income trading platform. |
| Expand Your Clients' Borrowing Power
May 20, 2008 Provide your clients an alternative to high-rate loans and credit cards with securities-based lending through LoanAdvance. |
| Chart the Right Course
May 20, 2008 Pershing Advisor Solutions has the resources and knowledge to make your business more efficient and easier to manage. |
| Offer Sophisticated Investment Solutions
May 20, 2008 Discover the products and services that are designed to support the increasingly challenging needs of your clients. |
| Learning Power
May 21, 2008 Firms rely on state-of-the-art technology and vast resources to deliver leading financial products and services—but in today's evolving business environment,that may not be enough. Competition is ever-present and the pace of change is fierce. Ensuring your firm has the knowledge and expertise to conduct business efficiently and effectively can be crucial to your success. Proficiency in key areas—including technology, policies, and procedures—and the ability to leverage best practices can help you stay ahead of your competitors and grow your business without limits. |
| Leverage Support that Goes the Distance
May 20, 2008 Pershing Advisor Solutions provides the practice management support that can help you grow your business without limits. |
| Compliance Solutions to Protect You and Your Business
May 21, 2008 Develop reports, remain informed of trade violations, and view information based on your parameters through ComplianceView®. |
| Customized Solutions for Your Business
May 22, 2008 Pershing Advisor Solutions provides a comprehensive range of institutional quality solutions to meet virtually every need combined with a uniquely consultative approach. |
| The Pershing Advantage
May 30, 2008 You could gain distinct advantages by working with a Pershing-affiliated firm. As the industry leader, Pershing is your gateway to an unparalleled network of financial organizations. |
| Control, Flexibility, and Faster Executions
May 29, 2008 The Rules Engine™ plays an important role in your daily processes. |
| Achieve Better Performance
May 22, 2008 Attend our personalized training sessions to understand how Pershing Advisor Solutions can help you grow your business without limits. |
| American Express International Dollar Card
May 26, 2008 Now you can offer your Latin American and Caribbean clients the convenience of the American Express International Dollar Card. |
| Make the Transition to Independence
May 22, 2008 We are dedicated to helping you make a rapid and informed career transition. An Advisor's Guide to Establishing an Independent Practice helps you understand the process and answers your questions about starting your own business. |
| Investors Wise Up to 130/30 Strategies
May 26, 2008 Read Institutional Investor's article on 130/30 strategies, including interviews with industry leaders at The Bank of New York Mellon and Pershing LLC, discussing recent market volatility and what it may mean for the future of your fund. |
| Customized Technologies to Support Your Business
May 20, 2008 Pershing Advisor Solutions creates customizable solutions for your technology challenges to keep you ahead of the competition. |
| Access to the Most Important Desks
May 20, 2008 Pershing Advisor Solutions has the global trading power to meet the needs of your clients. |
| Trading Services: Tailored Solutions for Investment Advisors
August 01, 2008 Whether you are an investment manager looking for an edge against larger firms, or a wealth manager looking to expand your practice, you can turn to us for the trading resources you need to compete. |
| The Pershing Advantage
May 30, 2008 You could gain distinct advantages by working with a Pershing-affiliated firm. As the industry leader, Pershing is your gateway to an unparalleled network of financial organizations. |
| Expand borrowing power
May 21, 2008 Provide your clients an alternative to high-rate loans and credit cards with securities-based lending through LoanAdvance®. |
| Preferred Pricing on Industry-Leading Solutions
May 21, 2008 Armed with the knowledge of the challenges your firm faces, Pershing has leveraged its scale and buying power to access many of the industry's leading providers at beneficial terms in our ValueAlliance® program. |
| Capture Your Share of the Retirement Market
May 21, 2008 Offer your clients a wide array of sophisticated Retirement Planning Solutions and value-added services. |
| Offer Comprehensive Wealth Management Solutions
May 21, 2008 Maximize the opportunities that affluent clients present. |
| Peak Investment Solutions for Your Clients
May 20, 2008 Pershing Advisor Solutions offers a broad range of customized investment solutions for your business. |
| Account Opening Is Revolutionized
May 20, 2008 Accessible via NetExchange Advisor™, Account Services enables you to open new accounts, as well as update and maintain existing account information. |
| Employ Actionable Information
May 20, 2008 Explore the seven key behaviors behind successful teams, and gain insight into the leading factors driving employee commitment and satisfaction in The Best-Kept Secrets of High-Performing Teams. |
| Let Your Business Thrive
May 20, 2008 Cultivate a relationship that provides you with the service quality your business demands. |
| Expand Your Business Resources
May 23, 2008 Access best-of-breed NetExchange® Content providers to boost performance and efficiency. |
| Build Your Business With Highly Scalable Solutions
May 20, 2008 Gain unparalleled support for all your separately managed accounts with our open-architecture Managed Account Direct™ platform. |
| Do You Have Limited Marketing Resources?
May 26, 2008 Whatever your marketing challenge, Pershing has solutions. |
| Powerful Capabilities
May 26, 2008 Our team of knowledgeable professionals, open-architecture approach to technology, and unrivaled service and support can help you meet the demands of global equities and options markets. |