Solutions for Registered Investment Advisors
Solutions for Prime Brokerages
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Service Excellence
Service Excellence

As you grow your firm, our exceptional standard of service supports your evolving needs. Whether your fund is large or small, new or established, you will enjoy personal attention from a dedicated, experienced support team.
 
Dedicated Support
A dedicated team helps you manage and grow your business.

  • An Account Manager handles your service and operational needs. This is your single point of contact to allow you to fully leverage all that Pershing Prime Services has to offer
  • An experienced Conversion Manager ensures an efficient transition—from training in technology applications to integration with third-party providers
  • Deep resources across Pershing LLC and The Bank of New York Mellon are harnessed to provide expertise and support in technology, trading, conversions, compliance, business consulting, product, and operations

Quality and Reliability
We invest in industry-leading technology and processes to support the successful operation and continued growth of your business.

  • Full business continuity with a comprehensive disaster-recovery system and three geographically dispersed, state-of-the-art data centers
  • We use your ideas and feedback to continuously improve our offerings, and publish our service performance in our Quality Scorecard

Contact us to learn more about Pershing's dedication to providing you with industry-leading service. 

 

 

 

 

Pershing Prime Services

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