Fact Sheets

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Fact Sheets

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Increase Efficiency with iNautix� Compensation Management Solutions October 21, 2009 An advisor compensation system can be like a jigsaw puzzle�and iNautix� can help make the pieces fit. iNautix can assist you in putting together a system to help you track payouts and sales, and produce accurate reporting for benchmarking, revenue projections and more. In these challenging economic times, you can?t afford to make mistakes with a single piece.
Building Solutions for Your Alternative Investment Needs October 20, 2009 Alternative investments are becoming an increasingly important tool in wealth management strategies. Pershing LLC understands that access to a wide range of alternative investments, and the tools to administer them, are essential to our customers. This is one reason we remain committed to providing solutions that enable your firm to compete effectively in the marketplace, as well as meet the needs of your clients.
Trust Network Provider Comparison October 19, 2009 Pershing's Trust Network is an open-architecture platform that enables you to offer�your clients a wide range of trust services and solutions from industry-recognized trust companies.
Managed Account Network� Program Providers October 19, 2009 Managed Account Network� Program�enables you to offer managed account solutions from industry-recognized asset management program providers and hold the assets in custody at Pershing.
Lockwood Advisory Solutions July 14, 2009 Lockwood�'s advisory offerings are designed to provide suitable investment solutions for investors with diverse objectives, ranging from wealth accumulation to capital preservation, and in different life stages - both pre- and post-retirement.
Make a Powerful Choice�Go Paperless. Tools You Can Use to Create a “Go Paperless” Program. June 08, 2009 This overview shows you tools that you can use to create a "Go Paperless" program. Pershing makes it easy for your clients to choose electronic delivery of account statements and trade confirmations, whether through NetX360� or our new, self-service website, myedocumentsuite.com.
Pershing ValueAlliance� Providers June 08, 2009 Pershing is dedicated to providing access to a broad range of third-party resources to meet your critical business needs. This overview provides a list of ValueAlliance� Providers.
Learn More About Pershing's Professional Development Series June 08, 2009 Pershing is committed to a consultative partnership and helping investment professionals succeed in today?s challenging economic times. Our Professional Development Series, a comprehensive suite of tools and resources, features seminars and web casts on current topics as well as guidebooks and marketing resources to help you build your business.
Best Brokerage Statement in the Industry for a Second Consecutive Year June 08, 2009 Pershing is pleased to announce that our brokerage account statement has received DALBAR's "Excellent" designation for a sixth consecutive year and has been ranked Number 1 for the second consecutive year among firms in the Brokerage Industry category in DALBAR's 12th annual Trends and Best Practices in Investor Statements survey.
Pershing Managed Account Solutions June 08, 2009 Pershing Managed Account Solutions (PMAS) offers you access to an outstanding lineup of respected advisors, plus a choice of approaches ranging from turnkey to fully customized. The piece highlights managed account product types and features to meet a variety of business needs.
Take Advantage of Ready-to-Use Client Brochures June 08, 2009 To help you communicate the features and benefits of Pershing's products and services to your clients, we have developed a suite of client brochures around some of our most widely used business solutions. This piece shows the materials available and how to order them.
Asset Consolidation�A Win-Win-Win Proposition June 08, 2009 Find out how consolidating assets through a modern brokerage platform provides distinct advantages that can help you simplify your day-to-day activities, freeing up the time you need to continue to grow your business.
NetX360� Premium Content�World-Class Services to Maximize NetX360 June 08, 2009 Access best-of-breed, third-party content providers directly through NetX360�. This insert explains how you can leverage the power of these premium offerings to help boost your performance and efficiency.
Pershing Advisor Solutions ValueAlliance� Providers June 08, 2009 Pershing is dedicated to providing access to a broad range of third-party resources to meet your critical business needs. This overview provides a list of ValueAlliance� Providers.
NetX360� Core Content-The Resources You Need to Build Your Business June 08, 2009 Take advantage of the core content available through NetX360��Your gateway to many of the most respected providers of industry research, tools, market data and news to keep you ahead of the pack.
Tax and Year-End Statement June 08, 2009 Making sense of your clients finances just got simpler�thanks to this consolidated tax and year-end statement. Information now at your fingertips includes Tax Statement (Form 1099) and Asset Management Account Activity, such as checking, debit card, and electronic transactions. Contact your Relationship Manager for more information.
Access Pershing’s Training Tools via NetX360� June 08, 2009 Pershing's wide, ever-expanding range of training solutions offers the educational flexibility and expertise you need to conduct business with maximum efficiency and effectiveness. Customized solutions focus on your firm?s specific preferences, giving you the opportunity to incorporate targeted training into your curriculum.
Actimize Suite of Compliance Tools Available June 08, 2009 Remaining fully compliant with complex financial services industry rules and regulations is vital to the long-term success of your firm. In order to 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.
Actimize Case Manager December 11, 2008 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.
Paper Suppression December 11, 2008 Conservation of resources has become an important initiative for individuals and institutions across the globe. As more and more customers look to go paperless, the financial industry is responding with enthusiasm.
Product Consulting Services December 11, 2008 Our product consulting services can help your firm achieve its business goals through a jointly created, customized strategy that creates awareness and drives adoption and utilization of your investment solutions.
Seamlessly Trade Online May 26, 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.
Streamline Brokerage Activities May 26, 2008 Pershing is committed to providing you with flexible technology solutions to meet all your business needs.
CreditAdvance May 26, 2008 Enhance your clients' purchasing power with CreditAdvance-a securities-based margin lending tool.
Convenient Asset Management May 26, 2008 Help your clients combine all their investing, checking, and Mastercard services into one account with ProCash Plus�.
EasyPay May 26, 2008 EasyPay� enables your clients to transfer funds from their checking accounts to their brokerage accounts using interactive voi ce response (IVR) technology.
Helping You Be More Efficient May 26, 2008 For financial organizations that offer managed accounts, our Customer Billing Support (CBS) system lets you create an unlimited number of fee schedules that can be customized at the firm, office, account, or investment professional level.
Actively Manage Fixed Income Portfolios May 26, 2008 In today's complex and ever-changing fixed income markets, Fixed Income Portfolio Solutions can help you stay on top of changes in your clients' portfolios.
Pershing Prime Services May 23, 2008 Learn more about how we can help you grow your business without limits by leveraging the combined financial strength, global resources, and custody services of Pershing LLC and The Bank of New York Mellon.
Building Solutions for Your Alternative Investment Needs October 19, 2009 Alternative investments are becoming an increasingly important tool in wealth management strategies. Pershing LLC understands that access to a wide range of alternative investments, and the tools to administer them, are essential to our customers. This is one reason we remain committed to providing solutions that enable your firm to compete effectively in the marketplace, as well as meet the needs of your clients.

Increase Efficiency with iNautix� Compensation Management Solutions

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