Clearing and Settlement Services
Clearing and Settlement Services

You can streamline operations and help control costs by outsourcing to Pershing, the industry's largest provider of global clearing and settlement solutions. We are the trusted choice for more than 1,150 financial organizations and independent registered investment advisors in over 35 countries, with a reputation built on proven reliability and practical, hands-on expertise. Pershing offers a complete range of tightly integrated, multicurrency capabilities that cover clearance, settlement, custody, and reporting—plus access to value-added solutions for asset movement, anti-money laundering (AML) programs, and more.

Global Clearing and Settlement Services

  • Equities Processing
  • Fixed and Variable Annuities
  • Fixed Income Processing
  • Money Markets
  • Mutual Funds
  • Non-U.S. Dollar Processing
  • Options

Enhanced Solutions

  • Asset Movements - A workflow and rules engine-based process for reviewing all asset movements initiated on our platform by your home office or investment professionals
  • Service Center - A real-time, web-based portal to track, review, and audit all service requests and inquiries

Contact us today to see how we can support your clearing and settlement needs.

 

An Integrated Multicurrency Platform

With Pershing, you can seek opportunities around the world—in both the United States and overseas—using a single multicurrency platform.