• 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

Clearing and Settlement

Your clients expect outstanding service, rock-solid reliability, and fast resolution of questions and issues.

When you work with Pershing Advisor Solutions, you can simultaneously deliver the service your clients demand, while streamlining your procedures and controlling costs. We have built our reputation on proven reliability and practical, hands-on expertise. Our affiliate, Pershing LLC, provides a complete range of tightly integrated, multicurrency capabilities that cover clearance, settlement, custody, and reporting.

Global Clearing and Settlement Services

• Equities Processing
• Fixed and Variable Annuities
• Fixed Income Processing
• Money Markets
• Mutual Funds
• Non-U.S. Dollar Processing
• Options

Contact us to discuss how we can provide you with superior clearing and settlement services.

© 2008 Pershingadvisorsolutions.com© Pershing LLC. All rights reserved. Pershing Advisor Solutions LLC, member FINRA, SIPC.
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.