Wealth Managers

Wealth Managers

Your clients are looking to you for a holistic approach to their financial health and solutions beyond the realm of traditional investing. Pershing Advisor Solutions supports you with a wide array of sophisticated solutions designed for wealth managers.

Growth Solutions

  • Fully flexible, scalable solutions designed to grow with your business
  • Marketing resources, including turnkey programs and one-on-one consulting
  • Ready-to-execute programs

Products and Services

  • Sophisticated wealth management products including lending, cash management, trust solutions, and managed accounts through Pershing and BNY Mellon
  • A full range of mutual funds, insurance, and trust and banking products
  • Corporate executive services to support corporate stock option exercises, restricted and control stock sales and transfers, and strategies for concentrated stock positions
  • Our groundbreaking, open-architecture Managed Account Direct™ platform offers unparalleled support for all of your separately managed accounts.

Dedicated Service

  • High-touch, high-service relationship
  • Deep resources of Pershing and BNY Mellon
  • Technology expertise
  • Dedicated team committed to anticipating and exceeding your needs

Practice Management

  • Extensive programs and resources to help you drive business growth, leverage your human capital, and boost your operational efficiency

Contact us to learn more about how we can support wealth managers needs.


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