Institutional Broker-Dealers

Institutional Broker-Dealers

Looking to diversify your business? Uncover new revenue opportunities? Or simply compete in a fast-changing industry?

Pershing understands the needs of the global institutional community. We can help you position your firm for the future by offering extensive experience across all product sectors, and sophisticated capabilities, such as real-time messaging and customized algorithms. Working with Pershing, you can uncover new ways to expand into global markets and broaden your capabilities to serve corporate executives. Our unbiased, conflict-free approach enables us to focus on helping you succeed.

How We Support Institutional Broker-Dealers

  • Seamless integration with your order management system through NetX360™ technology
  • The speed and efficiency of straight-through processing with Alert Direct™ and our proprietary institutional trade matching monitor and OASYS Direct Solution (ITEM)
  • Real-time settlement and risk exposure monitoring through our online cashiering application (OCLA)
  • Two-way interface through our connectivity with Bloomberg (TOMS) or other proprietary applications across all fixed income products
  • Fully integrated, real-time regulatory reporting
  • Expertise in global equity and fixed income clearance and settlement, offering full multicurrency capabilities in over 65 markets

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

 

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

Make the most of new opportunities

We serve a variety of institutional broker-dealer organizations

Connect with Pershing