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Pershing's Alternative Investment Network April 23, 2013 Pershing's Alternative Investment Network includes no-fee and fee platforms to custody and manage your clients' alternative investment products. In addition, Pershing provides custody services for your firm's proprietary alternative investments.
Mutual Fund Consolidation FAQs for Clients March 06, 2013 This Mutual Fund Consolidation Frequently Asked Questions For Clients piece helps advisors explain the benefits of mutual fund consolidation to their clients. The document covers topics including client benefits, who Pershing is, an overview of the mutual fund consolidation process, fee considerations and many others.
Maximize the Benefits of Holding Securities in Your Brokerage Account March 06, 2013 The Maximize the Benefits of Holding Securities in your Brokerage Account brochure speaks to clients about the safety, security and convenience a brokerage account can provide.
Retirement Solutions Brochure - Pershing Advisor Solutions February 25, 2013 Learn how Pershing can help you take the next step to build your retirement business.
Understanding the Protection of Client Assets December 10, 2012 Pershing's Strength, Stability and Focus Pershing LLC has been a leading global provider of financial business solutions for over 70 years and serves many of the world's most respected financial organizations, remaining committed to the safekeeping, servicing, segregation and reporting of assets held in custody.
Practice Management: Solving Business Challenges for Growing Advisors December 07, 2012 Where should you take your business next? How can you maximize its value over time? Can you avoid pitfalls along the way? Advisory firms like yours have become increasingly complex to run, with many challenges clamoring for your attention. To achieve first-class business performance, you need access to first-class resourcesthe kind of practice management support available exclusively through Pershing Advisor Solutions. Our team acts as an extension of your own, offering you industry-leading expertise and practical, real-world answers to your most critical questions.
Products and Services Guide―Global Solutions for Registered Investment Advisors October 16, 2012 Pershing Advisor Solutions is dedicated to serving the needs of growth-minded registered investment advisors like you. Download the Products and Services Guide to read more about the resources and expertise that can help build lasting value in your practice.
LoanAdvance Brochure for Registered Investment Advisors August 17, 2012 Today, your clients have more complex needs than ever before. You need to provide them sophisticated solutions to serve them well and nurture long-term relationships. Download this brochure to read about how you can enhance your offering with LoanAdvance, our securities-based line-of-credit.
2012 Global Custodian Prime Brokerage Survey July 18, 2012 Read the new 2012 Global Custodian Surveyand see what our customers say about Pershing, the New Model Prime Broker. The new Global Custodian Prime Brokerage Survey is out, and Pershing Prime Services is proud to announce that our customers awarded us even higher marks than they did last year. Pershing Prime Services achieved top scores in two categories: Single strategy $100 million-$1 billion We also received: Five commendations 41 "Best in Class" recognitions Our overall rating rose from 2011and so did our scores in six categories: Overall weighted score: 5.9 out of 7 (up from 5.76 in 2011) Custody: 6.37 Client service: 6.16 Operations: 6.12 Reporting: 6.01 Value: 6.06 View our survey results now and see Global Custodian's complete story on Pershing Prime Services. It includes observations about our financial strength, transparency into the market, financing and capital introduction capabilities. These are the points of distinction that make us the New Model Prime Broker.
Pershing Trading Services June 14, 2012 Today, when milliseconds count, you need reliable resources to help you achieve best execution in a dynamic and competitive marketplace. Pershing offers innovative solutions to help you succeed. The Pershing name has been synonymous with high quality execution for over 70 years. Our seasoned professionals are renowned for their experience, expertise and commitment to working with you in a collaborative environment. We are as passionate about the markets as you are. Depend on Pershing to help you realize the true potential of your unlimited vision.
Employer-Sponsored Retirement Plans June 04, 2012 The retirement opportunity is significant, Helping business owners start a new plan or improve their existing plan may enable them to attract and retain talent, gain tax benefits, better prepare for their own retirement and more. Pershing is prepared to help you turn retirement into big business for your business.
Pershing’s Alternative Investment Network June 04, 2012 Pershing’s Alternative Investment Network features a comprehensive platform to custody and manage your clients’ alternative investment products.
529 College Savings Plans June 04, 2012 Assisting clients with a strategy to address one of their major financial concerns is good for your relationship and good for your practice as it puts additional assets under your management. Pershing has developed a brokerage platform that can help expand your portfolio of financial services with 529 college savings plans.
NetX360® Premium Content May 31, 2012 The NetX360 open architecture technology and Pershing’s industry providers enable you to access the content and solutions providers of your choice. You can access over 50 widely known third-party providers directly through Netx360. Pershing offers these premium services to help boost performance and efficiency.
Investment Solutions May 25, 2012 You are looking for new ways to thrive in an evolving industryto distinguish your brand and position your offering to meet shifting client priorities. While you grow your business, let Pershing help by delivering the platforms, investment solutions and consulting support you need to succeed. We bring an expansive array of innovative and customizable solutions to help you manage your evolving business needs.
NetX360 May 23, 2012 Pellentesque habitant morbi tristique senectus et netus et malesuada fames ac turpis egestas.
Wealth Management Solutions May 23, 2012 Pellentesque habitant morbi tristique senectus et netus et malesuada fames ac turpis egestas.
Retirement Solutions: Grow Your Retirement Business With Pershing March 13, 2012 Retirement assets typically represent the largest concentration of investor wealth. Financial professionals who make retirement a core part of their offering can gain additional client assets through transfers and rollovers, forge deeper and stronger client relationships, and generate a steady flow of new assets. Pershing, a BNY Mellon company, makes it easy for you to incorporate retirement solutions into your existing business model with open architecture, flexible technology and unparalleled support.
Traditional and Roth IRAs Client Brochure November 30, 2011 IRAs are specially designed for retirement savings and offer tax advantages you will not find in other types of accounts. Use this brochure to help explain the benefits and features of Traditional and Roth IRAs.
The Pershing Advantage November 10, 2011 Comprehensive business solutions for investment professionals Pershing's exclusive focus on serving investment professionals and their financial organizations worldwide ensures an unparalleled level of expertise and commitment to you and your business. Pershing brings a consultative and collaborative approach to everything we do by listening closely to understand what you need to be successful. We offer far more than just products and serviceswe work hands-on with our customers as strategic business associates. Pershing offers: Stability and Experience Innovative Product and Technology Solutions Practice Management Programs Access to Industry-Leading Experts
Small Business Retirement Plans October 20, 2011 Use this brochure with your small business owner clients to explain the potential benefits of offering an employer-sponsored retirement plan, including tax advantages and to help attract and retain employees.
NetX360®-The Complete Solution to Manage Your Evolving Business Needs October 06, 2011 Announcing NetX360®, Pershing's revolutionary technology platform for investment professionals and RIAs, providing the tools you need to manage clients' accounts, deliver first-rate service and develop new sales and revenue opportunities. NetX360 offers you one complete solution to efficiently manage your entire business, whether it's commission or fee-based.
Alliance Network October 05, 2011 Pershing is dedicated to providing access to a broad range of third-party resources to meet your critical business needs. To honor this commitment, we have established an Alliance Network of over 700 best-of-breed solution providers. In addition, our ValueAlliance^® program offers preferred rates on select strategic relationships to build your practice management efforts and help you grow your business without limits.
Cash Management Choice Program September 28, 2011 Cash management strategies have never been more important to a well-constructed portfolio than they are today. Volatility in the stock and bond markets has created the need for a portfolio stabilizer. This need is even more acute for investors at the front edge of the demographic wave of retiring Baby Boomers, whose needs are shifting from the long-term accumulation of capital to the preservation of capital for retirement and other objectives. Todays investors are focused on how their cash is being employed and if it is working as hard as it canwhether that means bank-like insurance, higher yields than bank accounts or even tax-advantaged options that seek to minimize state taxes. Through Pershings Cash Management Choice Program, you can provide your clients and investment professionals with the ability to better address cash management needs by enabling idle cash to earn additional interest. The options available through Pershing allow you to offer your clients the choices that best suit their needs and risk tolerances.
Corestone AccountThe Core of a Solid Financial Plan September 02, 2011 This investor brochure explains how your clients can turn their ordinary investment account into a powerful asset management tool that simplifies the way they handle daily activitieschecking, investing, bill payments and much morein one place. It also includes the Corestone Account application, agreement and financial terms card.
Fully Paid Securities Lending for Registered Investment Advisors August 03, 2011 Learn how you can maximize the revenue potential of your client's portfolio through Pershing's Fully Paid Securities Lending program.
The 2011 Global Custodian Survey Is OutAnd Our Score Is Up July 05, 2011 Last year, the annual Global Custodian Prime Brokerage Survey praised our people skills at Pershing Prime Services. This year, our valued customers have given us even higher marks, including: Seven Commendations 33 "Best In Class" Recognitions Custody score: 6.11 (out of 7) Client service score: 6.09 Operations score: 6.01 Overall score: 5.76 View our survey results and read the complete report on Pershing Prime Services. As you will see, our customers recognized us for our commitment to providing them with a robust platform that combines the global resources of BNY Mellon with unmatched service and operational support. "They understand our business and our needs", wrote one fund, "Pershing does an outstanding job to get to know their customers." Another manager noted Pershing Prime Services is "professional, knowledgeable and very easy to work with." Customers valued our "safety, security and lack of conflicts of interest." We are honored to see the way our customers have responded to our "New Model Prime Broker"featuring an unconflicted commitment to your business, a transparent approach and the strength of the only prime broker owned by a Aaa-rated bank*, BNY Mellon.
Fully Paid Securities Lending Investor Brochure June 03, 2011 We understand that you are always looking for ways to generate additional portfolio returns for your firm. The Fully Paid Securities Lending program permits you to loan fully paid-for securities to Pershing. Pershing then has the option to utilize those securities to satisfy both internal and external borrowing needs. A significant portion of the spread earned on the loaned securities becomes revenue for your firm.
Rollover IRA Client Brochure April 27, 2011 One of the best ways to help maximize the potential of your clients’ retirement savings is through a Rollover IRA. This client brochure explains the benefits of consolidating employer plan and IRA assets into a Rollover IRA with the help of a financial professional.
Trading Services: Comprehensive Solutions for Today's Complex Markets April 12, 2011 In today's rapidly evolving financial markets, you face new challengesfrom increasing regulation to expanding global marketsevery day. With the depth and breadth of an industry leader, Pershing has the experience your business demands. We provide you with a broad array of execution capabilities for equity, option, and fixed income securitiesall backed by our world-class service and support.
Consolidating Your Assets - A Single Account. A Single Statement. A Single Vision. March 30, 2011 Has your investment portfolio evolved into one, focused account with a carefully designed plan, or is it a patchwork of accounts, across various financial companies, with no clear goal? Consolidating your assets can help.
Unleash the Potential of Your Brokerage Account February 08, 2011 Many investors do not realize that a margin brokerage account gives them access to funds at interest rates that may be lower than standard bank or credit card loans. Whether the loan is to fulfill a financial obligation, take that much needed vacation, or to simply make a purchase, it is an extension of credit using the power of leverage, thereby enhancing value without increasing the investment of your own funds. Best of all, there is no lengthy approval processall you need is a signed Margin Agreement along with sufficient marginable securities in your account, and the cash is yours.
CreditAdvance®Put More Assets to work for you February 08, 2011 You work hard to generate wealth and you understand that prudent risk plays an important role in your financial success. CreditAdvancea multipurpose, secured, revolving line-of-creditis a valuable margin lending tool designed to help you manage the growth of your portfolio and solve your liquidity needs.
myedocumentsuite.com Enhancing the Client Experience October 11, 2010 This brochure provides an overview of the benefits of choosing electronic delivery for account communications through myedocumentsuite.com.
iNautix Custom Development October 08, 2010 iNautix offers world-class business and technology solutions to help financial services organizations and registered investment advisors optimize operational performance across their entire organization. With deep industry experience, iNautix strives to help you maximize your productivity, increase operational efficiency and improve profitability.
Fully Paid Securities Lending October 07, 2010 This brochure provides an overview of the Fully Paid Securities Lending program and how it benefits high-net-worth investors.
Anti-Money Laundering (AML) Models Through Actimize October 06, 2010 Remaining fully compliant with complex financial services industry rules and regulations is vital to the long-term success of your firm. To help you meet these requirements, we have partnered with Actimize, a leading transactional risk software provider, to offer you a comprehensive suite of customizable anti-money laundering (AML), trade surveillance, and sales practices monitoring solutions.
Mutual Fund Only IRAs December 17, 2010 Pershing's Mutual Fund Only IRA is ideal for your clients who invest primarily in mutual funds. It is available for Traditional and Roth IRAs for which Pershing serves as custodian and is competitively priced with reduced annual maintenance fees. A Mutual Fund Only IRA may provide an attractively priced rollover option for your clients with 401(k)s at former employers or IRAs at mutual fund companies or other firms.
Health Savings Accounts August 30, 2010 Health Savings Accounts (HSAs) offered through Pershing can help customers capture additional assets and meet clients' health savings and retirement needs. Pershing will custody the investment assets that are tied to the health savings account, affording seamless management of clients’ accounts. When opening health savings accounts, customers can select from two industry-leading HSA custodians as their product sponsor.
LoanAdvance®: Liability Management with Securities-based Lending June 10, 2010 LoanAdvance® is a securities-based lending tool that offers your clients access to a line of credit at competitive interest rates for most personal, consumer, or business needs.
CDARS® - Certificate of Deposit Account Registry Service® June 07, 2010 Simplicty. Convenience. Security. With the recent volatility in the stock and bond markets, FDIC insurance is a welcome umbrella for investors seeking security for their assets. Through Pershing, your firm can access a broad range of FDIC-insured investment options, including CDARS CDs and FDIC-backed bonds. No matter what your investment and liquidity needs, you will find the FDIC-insured solutions you need at Pershing.
Mobile Access with NetX360 June 07, 2010 NetX360 is Pershing's complete solution to help you efficiently manage your entire business. At the speed of today's business, the ability to access important account information when you are away from the office has become critically important. To enable you to access your client data from anywhere and at anytime, Pershing makes the most of the NetX360 functionality available on a variety of mobile devices.* This allows you to stay productive and accessible while on the go.
Managed Account Network Program Providers June 07, 2010 Managed Account Network enables you to offer managed account solutions from industry-recognized asset management program providers and hold the assets in custody at Pershing. This document provides an overview of the participating providers.
Alliance Network June 07, 2010 Pershing is dedicated to providing access to a broad range of third-party resources to meet your critical business needs. To honor this commitment, we have established an Alliance Network of over 700 best-of-breed solution providers.
Lockwood Investment Strategies June 04, 2010 Lockwood Investment Strategies(LIS) is a discretionary UMA investment solution that offers a spectrum of diversified portfolios, comprising multiple asset classes and investment vehicles-each held in a single account. Based upon a client’s risk profile, Lockwood seeks to deliver portfolio return and risk characteristics that are appropriate for that client. LIS portfolios may include open-end and closed-end mutual funds, exchange-traded funds (ETFs), exchange-traded notes (ETNs), alternative investments and individual securities.
Lockwood Asset Allocation Portfolios June 04, 2010 Lockwood Asset Allocations Portfolios is a discretionary mutual fund/exchange-traded fund (ETF) wrap investment solution that offers a series of multiple-style portfolios-each held in a single account-and affords the features of diversification and professional management to smaller accounts. Client portfolios may include open-end mutual funds, ETFs, exchange-traded notes (ETNs) and closed-end funds.
Fully Paid Securities Lending - Prime Services August 21, 2012 We understand that you are always looking for ways to generate additional portfolio returns for your firm. The Fully Paid Securities Lending program permits you to loan fully paid-for securities to Pershing. Pershing then has the option to utilize those securities to satisfy both internal and external borrowing needs. A significant portion of the spread earned on the loaned securities becomes revenue for your firm.
NetX360 for Registered Investment Advisors February 18, 2010 For Registered Investment Advisors, today’s fiercely competitive environment requires a powerful source of tools and information to increase productivity and performance. At the core of Pershing’s professional access solutions, NetX360 offers one complete technology solution to efficiently manage your business. This revolutionary, online platform enables you to access account information, place orders and get the latest tools, quotes, news and research to allow you to perform at your best.
A Guide to Understanding Your Brokerage Account Statement August 18, 2011 Our customer brokerage statement has received the highest designation of "Excellent" five consecutive years by DALBAR, Inc., the nation's leading financial services market research firm.
The 2009 Global Custodian Prime Brokerage Survey August 28, 2009 "BNY Mellon-Pershing is a combination ideally suited to the times" 2009 Global Custodian Prime Brokerage Survey
Subscribe® Participating Insurance Companies October 20, 2009 Subscribe® offers a seamless interface with many of the country's leading insurance companies.
TalentConnect® October 19, 2009 TalentConnect® is designed to help broker-dealers attract, retain, and develop top performers. Available exclusively to customers of Pershing LLC, this program offers comprehensive solutions that address every phase of an investment professionals life cycle, from recruitment and onboarding, to retention and succession planning. You can find practical resources, easy-to-implement tools, and strategic best practices all in one placeto help transform your firm into a magnet for attracting and retaining talent.
Lockwood AdvisorFlex Portfolios October 19, 2009 Lockwood AdvisorFlex Portfolios (AdvisorFlex) is a flexible, managed account solution that combines investment research and model allocations with the investment review and operational expertise of Lockwood. AdvisorFlexgives financial advisors the freedom to select portfolios of mutual funds, exchange-traded funds (ETFs) and/or exchange-traded notes (ETNs) for clients-using either the suggested investments or by substituting alternate selections-both identified by Lockwood Advisors, Inc.
Lockwood Separately Managed Accounts October 19, 2009 Lockwood Separately Managed Accounts is designed to give you streamlined access to leading separate account managers offering a wide array of investment strategies. Our open-architecture environment allows you to select from a broad list of money managers, giving you a wide range of choice and flexibility in structuring client portfolios. Furthermore, our experienced analysts at Lockwood provide ongoing research and analysis on a subset of money managers, referred to as "covered" managers. Lockwood Separately Managed Accounts gives you access to what we believe are cutting-edge services and support to help you grow your fee-based business, from our proposal and screening tools to consolidated performance reporting and billing and fee payment service.
Lockwood Investment Strategies: Discretionary Unified Managed Accounts October 19, 2009 Given market volatility, many advisors are reexamining the core investment strategies within their clients’ portfolios. In order to help ensure that these portfolios provide broad diversification and continue to meet the risk profiles of their clients, many advisors are leveraging professionally managed solutions.Launched in 2003, Lockwood Investment Strategies is designed to help simplify the complex process of investing in multi-asset class portfolios by combining strategically driven asset allocation, subadvisor and investment selection and portfolio construction expertise into a unified managed account structure.
Lockwood Asset Allocation Portfolios: Discretionary Mutual Fund/Exchange-Traded Fund Managed Accounts October 19, 2009 In today's market environment, many financial advisors are seeking investment solutions that can serve as strategic, core components to their clients' portfolios and provide broad diversification while helping to manage risk. Launched in 2003, Lockwood Asset Allocation Portfolios provides multi-asset class portfoliosprofessionally managed using a highly disciplined and integrated approachdesigned to help you provide your clients with a broadly diversified, competitive managed account offering at a relatively low investment minimum.
Lending SolutionsLeverage-Based Products to Complement Investment Strategies June 08, 2009 At Pershing, we believe that strategic liability management has the potential to enhance a client’s wealth management plan. That’s why we offer a range of lending solutions that can help your clients get the most out of their portfolios, extend purchasing power, or generate income without compromising their current investment strategies.
FundVest® Participating Fund Families September 13, 2011 FundVest® is Pershing's no-transaction-fee platform, which provides access to nearly 5,000 mutual funds, managed by more than 230 highly regarded fund companies. This reference piece provides a list of participating FundVest fund families.
Equities, Options and Foreign ExchangeStreamlined Solutions for Global Markets June 08, 2009 The globalization of the equities and options markets has generated new opportunitiesand new challenges. Long recognized as a market leader, Pershing provides solutions that can give you a competitive advantage today, as well as position you for the future. Our expertise in order execution and regulatory compliance, coupled with an in-depth knowledge of current issues and trends, can help you build your business and manage risk.
Your Business Without LimitsComprehensive Global Prime Brokerage Solutions June 08, 2009 In this competitive global environment, you are determined to take your business further. Pershing Prime Services offers you a comprehensive, integrated suite of prime brokerage solutions, backed by an extraordinary level of dedicated, high-touch service.
RIA Complete Advisory Brochure for Broker-Dealers June 08, 2009 Pershing's RIA Complete offers a comprehensive solution to help you retain and expand your share of businesswhether fee- or commission-based.
Pershing Advisor Solutions ValueAlliance®-Industry-Leading Solutions. Preferred Pricing. June 08, 2009 Pershing Advisor Solutions is dedicated to providing access to a broad range of third-party resources to meet your critical business needs. ValueAlliance® provides you with access to many of the industry's most powerful resources, including tools to help you drive growth, optimize human capital, and maximize operational efficiency.
iNautix® Document ManagementNext-Generation Imaging and Workflow Solutions June 08, 2009 Conveniently manage all of your documents on one platform. iNautix Document Management allows you to capture, store, route, and retrieve financial documents from any custodian.
Wealth Management Solutions-Helping You Grow Your High-Net-Worth Business June 08, 2009 Being able to offer your clients a full complement of wealth management solutions is critical to solidifying long-term relationships and potentially consolidating more of your clients' business with your firm. Leveraging the extensive experience and knowledge of our professionals, you can maximize the opportunities that wealthy clients present.
iNautix® Business ConsultingExperienced Specialists. Tailored Strategies and Solutions. June 08, 2009 In today's competitive environment, financial services firms need to do everything possible to optimize operations and accelerate their growth. iNautix Business Consulting has the expertise you need to help maximize performance across your entire firm.
Fixed Income TradingAccess a World of Fixed Income Opportunities June 08, 2009 Our dedicated team of experts, electronic trade execution and market making capabilities, and access to new issues can help you take your success to the next level. Pershing’s powerful suite of tools and resources can help you differentiate yourself from the competition.
Getting the Most From Your InvestmentsConvenient Financing Options to Complement Your Investment Strategy June 08, 2009 This brochure explains how clients can expand their purchasing power by leveraging the securities in their brokerage accounts through Pershing's Lending Solutions.
FDIC-Insured Solutions in an Uncertain World June 05, 2009 Cash management strategies have never been more important to a well constructed portfolio than they are today. Volatility in the stock and bond markets has created the need for a portfolio stabilizer. This need is even more acute for investors at the front edge of the demographic wave of retiring baby boomers, whose needs are shifting from the long-term accumulation of capital to the preservation of capital for retirement and other objectives.
RIA Solutions-A Broker-Dealer's Guide April 14, 2009 Explore the full range of advisor options, including corporate RIA and independent business models, and discusses the pros and cons of each approach.
RIA CompleteAdvisory Solutions For Brokers-Dealers April 14, 2009 Pershing's RIA Complete offers a comprehensive solution to help you retain and expand your share of businesswhether fee- or commission-basedwithout limits.
Develop a Strategy to Grow Your Business March 23, 2009 Learn practical approaches for generating referrals with step-by-step best practices, drawing on input from thousands of investors across the country, with our guidebook, An Independent Advisor's Guide to Creating a Client Referral Strategy.
Comprehensive Global Business Solutions for Financial Services Organizations February 05, 2009 Pershing is the global solutions provider of choice for your business model, whether your focus is on individual or institutional clients, in the United States or abroad.
Your Business Without Limits December 17, 2008 Whether your focus is on individual clients or institutional clients, in the United States or abroad, Pershing is the solutions provider of choice for your business model. With no retail channel to distract us, we are completely invested in your business.
NetExchange Services December 10, 2008 NetExchange Services is the gateway to Pershing's open-architecture solution, offering real-time access to financial tools and information, via your firm's proprietary front-end, or third-party, software.
Pershing Prime Services December 10, 2008 Pershing Prime Services offers you a comprehensive, integrated suite of prime brokerage solutions, backed with an extraordinary level of dedicated, high-touch service. Our principal trading desks focus solely on customer facilitation and we do not engage in proprietary trading, allowing us to offer an unconflicted approach to serving your business.
iNautix (USA) LLC December 10, 2008 Through iNautix, you have access to a company that combines financial experience and technology expertise to not only face the challenges posed by today's dynamic financial industry, but to excel ahead of your competitors.
Quality Scorecard December 10, 2008 Our commitment to customer satisfaction means sharing tools and information as partners, making each investor experience a positive one. The most tangible evidence of our drive to service excellence is the Quality Scorecard.
Training Services December 10, 2008 Ensuring your firm has the knowledge and expertise to conduct business efficiently and effectively can be crucial to your success. Take advantage of our training services to receive personalized and turnkey solutions that empower you, your professionals, and your support staff to perform even better.
Pershing Advisor Solutions December 10, 2008 Pershing Advisor Solutions LLC is dedicated to serving registered investment advisors. We bring undivided focus, a deep understanding of your business challenges, and proven thought and technology leadership to a rapidly changing industry.
NetExchange Client-Flexible Technology to Deliver Online Investment Services to Your Clients July 15, 2010 NetExchange Client® enables your firm to offer your clients an online investment platform to access account information, place trades, and get quotes, news, and research to help them manage their finances.
Preferred Pricing on Industry-Leading Solutions December 03, 2008 Armed with the knowledge of the challenges your firm faces, Pershing Advisor Solutions has leveraged its scale and buying power to access many of the industry's leading providers at beneficial terms in our ValueAlliance^® program. Pershing Advisor Solutions works on your behalf to negotiate the best deals and the most relevant, competitively differentiated offers to meet your needs.
World-class financial services to support an evolving, global market November 21, 2008 The breadth of our experience in clearing and settlement, billing, custody, and reporting services gives us an enormous advantage in tailoring our services to your needs.
ValueAlliance® November 19, 2008 ValueAlliance^® provides your firm with a network of best-of-class, third-party products and services offered at preferred ratesgiving your business a competitive edge.
Trading Services: Tailored Solutions for Investment Advisors August 01, 2008 The Pershing name has been synonymous with high quality execution for nearly 70 years.
A Paperless Solution for Advisors-Transform your Business with iNautix® Document Management 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.
Control, Flexibility, and Faster Executions May 29, 2008 The Rules Engine plays an important role in your daily processes.
Streamlined Solutions for Global Markets 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. The globalization of equities and options markets has generated new opportunitiesand new challenges that need to be overcome. Long recognized as a market leader, Pershing provides solutions that can give you a competitive advantage today, as well as position you for the future. Our expertise in order execution and regulatory compliance, coupled with an in-depth knowledge of current issues and trends, can help you build your business and manage risk. Whether you access Pershing through our NetExchange Pro® platform or a third-party order management system (OMS), our customized support, world-class service, and specialized desks can help you stay ahead of the curve.
Do You Have Limited Marketing Resources? May 26, 2008 Whatever your marketing challenge, Pershing has solutions.
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.
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 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.
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.
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.
Measuring How Well We Support You May 21, 2008 Our firm-wide service excellence program aims to improve and enhance your experience.
Learning Power May 21, 2008 Firms rely on state-of-the-art technology and vast resources to deliver leading financial products and servicesbut 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 areasincluding technology, policies, and proceduresand the ability to leverage best practices can help you stay ahead of your competitors and grow your business without limits.
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.
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.
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.
The Best-Kept Secrets of High-Performing Teams May 20, 2008 Explore the seven key behaviors behind successful teams, and gain insight into the leading factors driving employee commitment and satisfaction.
Peak Investment Solutions for Your Clients May 20, 2008 Pershing Advisor Solutions offers a broad range of customized investment solutions for your business.
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.
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.
Access to the Most Important Desks May 20, 2008 Pershing Advisor Solutions has the global trading power to meet the needs of your clients.
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.
Let Your Business Thrive May 20, 2008 Cultivate a relationship that provides you with the service quality your business demands.
Integrated Solutions for Short-Enabled Fund 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.
When the Unexpected Happens At Pershing, contingency planning is all about delivering continuous, reliable service to our customers while maintaining strict regulatory compliance.

Practice Management: Solving Business Challenges for Growing Advisors

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