Technology

 

What Makes Us Tick

Pershing is a recognized leader in the development of processing and information management technology. Our communications and data processing systems are designed to accommodate high order volumes while delivering customized information.

The cornerstones of our technology are reliability, efficiency, and flexibility. Our proprietary systems give us complete control of our processes and safeguard the confidentiality of our customers' accounts. By automating most routine processes, we can speed service, reduce the potential for errors, and free more resources to focus on special problems and opportunities. In addition, our customers have direct access to our network, whose quick response time allows them to take advantage of more investment opportunities.

Pershing currently has more than 650 system architects, engineers, and programmers dedicated to this business. These professionals are engaged in developing new systems and maintaining the integrity of existing systems.

Pershing's technology offers the following....

• State-Of-The-Art Systems
  • Proprietary data processing and communication systems give Pershing complete control over the products and services we provide, including the ability to tailor packages to accommodate special situations.

• Instant Accessibility
  • Technology specifically designed to provide financial organizations with control, efficiency, and immediate access to information, including:
  • - Trade/order processing browse and corrections
  • - Customized compliance analysis and reporting
  • - New account openings and changes
  • - Complete client information, including activity, positions, and balances
  • - Dial-up and Internet-accessible brokerage workstation
  • - Reorganization and ACAT status
  • - Commission and bond calculators
  • - Bond order entry system, including inventory and offering features
  • - Real-time market data
  • - Interactive voice response services

• Comprehensive Reporting
  • A multitude of reports are delivered electronically, can be printed locally, or are available in hard copy.

• Direct System Links
  • Pershing has the ability to link our in-house system electronically to third-party systems for further processing or redistribution of the information.