Pershing

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

• Trading Services
  • Best Execution
  • Global Equity Trading
  • Global 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

Streamlined workflow can have a direct impact on your bottom line. That is why Pershing Advisor Solutions offers a variety of robust tools to lighten your back-office workload, including a groundbraking, paperless account opening process.

e-Account Opening

Pershing Advisor Solutions has revolutionized account opening with a paperless process that permits electronic authorization. Simply direct your clients to a secure web site to complete required forms and submit signatures electronically.

• Streamlines account opening, saving you time and reducing the need to store paper documents
• Enhances tracking of all open drafts with real-time updates
• Offers superior client experience, allowing investors to review, update, and sign new account and transfer information online

Contact us to learn more about improving your operational efficiency.