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.