• Operational Support

• Trading Services

• Flexible Technology

• Securities Lending

• Business Consulting

• Service Excellence

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.

© 2008 Pershing LLC. All rights reserved. Pershing LLC, member FINRA, NYSE, SIPC.
Trademark(s) belong to their respective owners. Pershing Prime Services is a service of Pershing LLC, a subsidiary of The Bank of New York Mellon Corporation.