- Pershing.com |
- Ideas Without LimitsSM |
- Events |
- News |
- Careers |
- About Us |
- Contact Us
|
|
Cash Management Solutions
Looking to grow your share of your clients' assets? Make your firm their first stop for tracking and managing all of their finances—including cash.
Pershing's cash management solutions can help simplify the financial lives of your clients, offer added convenience, and create clear portfolio reports to demonstrate the value of your services.
ProCash Plus®
- An easy way to turn an ordinary investment account into a powerful asset and cash management tool
- A complete portfolio snapshot on one comprehensive statement
- Unlimited check writing, online bill payment capabilities, daily cash sweep, direct deposit, and automated voice-response service
- MasterCard® debit card, worldwide ATM access, cost basis offered through Portfolio Evaluation Service®, equity dividend reinvestment, and more features available at higher service levels
- SIPC and Excess SIPC account protection
Portfolio Evaluation Service®
- Robust tools for helping clients assess portfolios, quantify gains and losses, and see the impact of market conditions
- Streamlined record keeping
- Quarterly Performance Reports
- Compliance with Global Investment Performance Standards® (GIPS®)
Contact us today to see how we can help you better serve your clients' cash management needs.
Enable your clients to transfer funds from their checking accounts to their brokerage accounts using interactive voice response (IVR) technology with EasyPay™.