Pershing
Flexible Technology
Pershing Prime Services offers a robust technology infrastructure with more than 2,000 professionals throughout Pershing's worldwide organization dedicated to providing you with the speed, security, and reliability you demand.
Flexible Technology
- Provides systems availability in excess of 99.9%
- Allows instant, 24/7 access to your portfolio through our state-of-the-art online platform, offering:
- Intraday activity and historical information
- Security locates consolidated position, margin, items for attention, and corporate actions
- Direct interface to third-party and Pershing systems
- Extensive reporting capabilities allow you to integrate data from multiple sources and produce custom or standard reports
- Seamlessly integrates with your choice of proprietary and third-party platforms-including order management, portfolio management, and allocation management systems-through industry-standard protocols
Robust Reporting
- Provides scalable and customizable reporting solutions
- Grants access to view individual account information or grouping of accounts
- Provides broad range of reporting capabilities, including account summary, positions, tax lots, transactions, realized gains and losses, and securities lending rebates
- Secure information is exportable to Excel® and other data formats to address your specific reporting needs
- Open architecture seamlessly integrates with multiple third-party accounting, portfolio management, and administrator systems
Contact us to learn more about our sophisticated technology and extensive reporting capabilities.
Our guidebook provides hedge fund managers with concepts to consider when creating plans to minimize financial loss and the negative effects of downtime to be better able to react swiftly and methodically when confronted with unexpected business disruptions.