Today, your business is running in a fast-paced race. Competition is accelerating, investors demand more institutional-strength tools, and technology and compliance costs keep rising.
Turn to Pershing for support. We helped pioneer the self-directed broker-dealer business, building the technology infrastructure behind many of the industry's leading players. Today we continue to lead the industry, counting more than a dozen online brokerage platforms among our customers. You can leverage our unparalleled expertise and investments in technology to help keep your firm competitive in the marketplace.
How We Support Self-Directed Broker-Dealers
- State-of-the-art connectivity linking your customers, platforms, and the markets
- Efficient workflow and straight-through processing
- NetX360™, our customizable investor web site, offering real-time account information and market data
- Self-directed investor intelligence tools and resources
- Proven expertise in regulatory compliance monitoring and reporting, including our proprietary The Rules Engine™
- Cutting-edge disaster recovery and business continuity resources
Contact us to learn more about how we can help support your self-directed investors.
The breadth of our experience in clearing and settlement, billing, custody, and reporting services gives us an enormous advantage in tailoring our services to your needs.