Every day, you juggle two competing goals: supporting the diverse businesses of independent professionalsand keeping your own operations running efficiently, under tight regulatory control.
Pershing can helpwith customized solutions tailored to complex businesses like yours. Our flexible technology seamlessly integrates with your own environment, including third-party or proprietary order management, portfolio management, and asset allocation systems. Our open-architecture platform offers one-stop access to best-in-breed global investment, wealth, and cash management solutions.
You can also take advantage of a tightly integrated platform with efficient straight-through processing, customizable reporting, and rigorous compliance controls through our proprietary The Rules Engine.
How We Support Independent Broker-Dealers
Contact us to learn more about how we can help your business grow without limits.