• Operational Support
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• Flexible Technology
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• Service Excellence
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Fund Solutions

No retail mutual fund business distracts us from offering you unbiased access to the funds that you and your clients seek. Select from load and no-load options from leading families, as well as thousands of choices available with no transaction fees.

In addition, Pershing's mutual fund marketplace can help reduce your operating expenses and headaches—because it runs on our infrastructure, not yours. We offer a wide range of turnkey outsourcing solutions for fund screening and selection, administration, and account management.

Mutual Funds

• Access to more than 16,000 load and no-load mutual funds from more than 500 fund families through FundCenter®
• More than 2,800 no-transaction-fee funds from more than 180 respected families available through FundVest®
• A wide range of money funds and FDIC-insured products
• Access to 150 money fund sweep options from 7 different fund managers through our Money Fund Choice program
• Easy-to-administer equity-dividend reinvestment, funds transfer, and systematic investment programs
• Turnkey online, wireless, and telephone account management options
• Asset-gathering tools
• Valuable news and investment resources accessible through NetExchange Pro®, our premier online brokerage platform

Exchange-Traded Funds

• Access to all available domestic exchange-traded funds (ETFs) and notes.
• Our innovative ETF Center offers searchable, detailed information on over 700 ETFs and exchange-traded notes (ETNFs) and access to robust product and educational materials from many ETF providers, featuring tools, data, and reports from Morningstar®, Inc.
• View daily data for all ETFs in the Morningstar database, articles covering ETF basics, and timely, ETF-specific editorial content
• Find leading or lagging ETFs based on market performance, trading volume, and other criteria, or filter ETFs by category, fund group, expense ratio, and more
• Use cost, returns, time horizon, and other criteria to evaluate which ETFs are best-suited for achieving your clients' financial objectives

Contact us today to see how we can help you offer comprehensive fund solutions.

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