Pershing

• Operational Support
  • Clearing and Settlement Services
  • Compliance Tools
  • Custody Services
  • Reporting Services

• Trading Services
  • Equity Trading
  • Fixed Income Trading
  • Best Execution

• Flexible Technology
  • Business Intelligence Tools
  • Investor Access Solutions
  • Open Architecture
  • Operational Efficiency Tools
  • Professional Access Solutions
  • iNautix Enterprise Solutions

• Investment Solutions
  • Cash Management Solutions
  • Fund Solutions
  • Lending Solutions
  • Managed Account Solutions
  • Retirement Planning Solutions
  • Wealth Management Solutions

• Practice Management
  • Consulting
  • Education
  • Events
  • Marketing Services
  • Training Services
  • ValueAlliance

• Service Excellence
  • Dedicated Service Model
  • Quality Management Process
  • Reliability

Looking to be on the cutting edge of technology?

Pershing's time-tested technology is the processing backbone behind one out of every five broker-dealers. Automated, straight-through processing systems deliver timely, accurate information 24 hours a day, even during extreme volatility. And our proprietary rules-based compliance system, The Rules Engine™, helps keep your operations in sync with changing regulatory requirements.

Pershing's open architecture easily integrates with your own environment, including proprietary and third-party portfolio management systems, order management systems, and more.

Our platform offers you fully customized connectivity that seamlessly links your office, investment professionals, clients, and the markets.

For Your Office

Business Intelligence Tools - Align your business data to develop your strategy with day-to-day operations

Open Architecture - Link to Pershing through your firm's existing front-end platform with NetExchange Services™

Operational Efficiency Tools - Streamline the way you do business now, while preparing for the future, and create customized workflows to suit your business needs

iNautix® Enterprise Solutions - iNautix, a Pershing LLC affiliate, offers world-class business and technology solutions to help financial services organizations optimize operational performance across the entire organization

For Your Investment Professionals

Professional Access Solutions - Empower your investment professionals with NetX360™, our revolutionary technology platform for investment professionals and registered investment advisors

Market Data, News, and Tools - A full portfolio of choices—from best-of-breed content providers—to help you stay on top of ever-changing market and corporate events

For Your Clients

Investor Access Solutions - Offer your clients our revolutionary technology platform, NetX360™—currently used by more than 1 million investors—under your own brand