Registered Investment Advisors
Pershing Advisor Solutions for Registered Investment Advisors and Family Offices
Pershing Advisor Solutions LLC (PAS), an affiliate of Pershing LLC, delivers a comprehensive range of trading, clearing, custody, financing, portfolio reporting, and information technology services to investment advisors, helping them to achieve and maintain a leadership position within the industry. Registered Investment Advisors (RIAs) and family offices alike rely on us to help them successfully operate and grow profitable businesses.
We provide technology solutions that combine market data and portfolio information with the order management, clearing, and operational functions that impact our customers' enterprises. This technology is complemented by a dedicated service team that supplies solutions for organizational efficiency and enables our customers to focus on attracting and managing client assets.
Our continued success depends on our ability to bring our customers' knowledge and resources to bear in serving the needs of individual investors. We offer a broad range of effective investment vehicles and services to help streamline advisor businesses.
- Our workstation platform, NetExchange AdvisorTM, combines market data and portfolio information with order management, clearing, and operational functions-making every facet of an organization more productive.
- Our open architecture solution easily enables the integration of portfolio accounting and performance information with our customers' proprietary systems-minimizing manual intervention and leaving less potential for error.
- Pershing's in-house dedicated trading desk provides access to resources that answer a wide range of trading needs-whether conducted online or through special handling.
- Our dedicated client service group provides personalized day-to-day support-helping customers meet and exceed long-term goals and business objectives.