• 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

Operational Efficiency Tools

A smoother workflow can directly impact your bottom line.

Take advantage of Pershing's robust tools for straight-through processing. You can help lighten the workload for your back office, while empowering your investment professionals to handle more order processing and execution.

Asset Movements

• Round-the-clock asset management, with real-time data and accurate reporting
• Ability to manage with information, instead of physical inventory
• Stronger bottom line through lower asset base, improved asset utilization, increased productivity, and more efficient purchasing and maintenance

NetExchange Office®

• Complete suite of tools to streamline workflow, cut costs, and boost productivity
• User-initiated reports, account opening and maintenance, check and federal funds requests, and more
• The Rules Engine™, Pershing's proprietary database of more than 200 order management rules, designed to balance straight-through processing efficiency with management control
• Items for Attention, a consolidated source for viewing information such as options in the money, incoming and outgoing account transfers, and unmet individual retirement account (IRA) contributions, offering additional opportunities to engage with clients
• Account Services, a streamlined account opening and maintenance tool featuring online forms, Equifax® reports, automatic titling and account number, plus customizable fields, workflows, entitlements, and more

Service Center

• Streamlined management of transactional requests, plus alerts for items that need attention
• Customized request process, with ability to review requests prior to final submission
• Enter statement messages to be included on brokerage account statements as you wish
• Proactive service level monitoring through a personalized Quality Scorecard

Contact us to learn more about what Pershing can do to optimize your operations.

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