Full Service Broker-Dealers

Full Service Broker-Dealers

The affluent investor marketplace is crowded with competitors representing every business model, from wealth management firms to insurance companies. How can you stand out?

Leverage Pershing's resources to help deliver an extraordinary level of service, plus a range of leading wealth management solutions. We are the leading provider of global financial services solutions to full service broker-dealers. You can take advantage of our investments in technology, products, and services to offer a full array of private-label solutions under your own brand.

How We Support Full Service Broker-Dealers

  • A consultative, unconflicted approach, with an experienced, dedicated relationship management team
  • Customizable products and services that promote your brand, not ours
  • Best-in-breed wealth management solutions, such as Corporate Executive Services, trust services, donor-advised funds, lending solutions, and cash management products and services
  • A flexible, open-architecture, global investment platform, including sophisticated solutions such as Pershing's Managed Investment Solutions, which supports money managers and turnkey asset management programs
  • Global execution, clearing, and custody
  • Efficient workflow and straight-through processing to streamline operations
  • Proven expertise in regulatory compliance monitoring and reporting, including our proprietary The Rules Engine™
  • Cutting-edge disaster recovery and business continuity resources
  • Dedicated practice management resources and tools

Contact us to learn more about how we can help your business grow without limits.


World-class financial services to support an evolving, global market

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