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

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

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

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

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

• Service Excellence
  • Quality Management Process
  • Reliability

Flexible Technology

Looking for technology that helps you cut costs, streamline workflows, and manage risk—yet fits seamlessly into your own infrastructure?

Pershing Advisor Solutions' time-tested platform is built on the same engine that powers 1,150 of the world's leading financial organizations and independent registered advisors. Automated, straight-through processing systems deliver timely, accurate information 24 hours a day, even during extreme volatility. And our proprietary rules-based system, The Rules Engine™, helps keep you in sync with changing regulatory requirements.

To help you leverage your existing investments, our open architecture easily integrates with your proprietary and third-party portfolio management systems, order management systems, and more.

Flexible Technology Solutions

• Business Intelligence Tools - Develop smart strategic plans and sync them with day-to-day operations
• Investor Access Solutions - Offer your clients access to NetExchange Investor™.
  Our online brokerage platform, under your own brand.
• Open Architecture - Link to Pershing through your firm's established front-end platform
• Operational Efficiency Tools - Streamline the way you do business now, while preparing for the future

Contact us to learn more about our technology solutions.

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Clearing, custody, or other brokerage services may be provided by Pershing LLC, member FINRA, NYSE, SIPC.
Pershing Advisor Solutions relies on its affiliate Pershing LLC to provide execution services. Trademark(s) belong to their respective owners. For professional use only.