• Operational Support
  • Clearing and Settlement Services
  • Compliance Tools
  • Custody Services
  • Reporting Services

• Trading Services
  • Equity Trading
  • Fixed Income Trading
  • Best Execution

• Flexible Technology
  • Business Intelligence Tools
  • Investor Access Solutions
  • Open Architecture
  • Operational Efficiency Tools
  • Professional Access Solutions
  • iNautix Enterprise Solutions

• Investment Solutions
  • Cash Management Solutions
  • Fund Solutions
  • Lending Solutions
  • Managed Account Solutions
  • Retirement Planning Solutions
  • Wealth Management Solutions

• Practice Management
  • Consulting
  • Education
  • Events
  • Marketing Services
  • Training Services
  • ValueAlliance®

• Service Excellence
  • Dedicated Service Model
  • Quality Management Process
  • Reliability

Dedicated Service Model

Pershing offers you one of the industry's most extensive, high-touch relationship models, delivering dedicated support every step of the way.

Relationships That Last
Our scale gives us the resources to hire and retain many of the most passionate experts in the business. Pershing is led by a highly experienced management team, with an average tenure of 17 years. We cultivate associate loyalty, allowing you to form trusted, long-term partnerships with professionals who know your name and understand your firm's needs.

A Full Complement of Skills
Your dedicated relationship team brings together all of the expertise your firm needs to succeed, right from the start. An experienced Conversion Manager helps ensure a smooth and rapid transition. You receive dedicated personal attention from a Relationship Manager, an Account Manager, and a Customer Service Team. You also enjoy access to expert resources across the firm in technology, trading, compliance, marketing, products, and operations to help you leverage maximum benefit from your relationship with Pershing.

Contact us to learn more about how we can support your business with superior service.

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Pershing LLC, member FINRA, NYSE, SIPC. Trademarks belong to their respective owners. For professional use only.