We are proud to be recognized by industry organizations for our excellence in service, technology and client satisfaction. We continually strive to provide best-in-class services and solutions to help you achieve your goals.
For the third consecutive year, Pershing achieved the #1 ranking for brokerage statements in DALBAR’s annual Trends & Best Practices in Investor Statements, achieving the highest score ever received by a firm. This is the fifteenth consecutive year that our brokerage account statement has received the “Excellent” rating from DALBAR, an independent firm that identifies best-in-class communications that assist clients in understanding and managing investments (2021).
Pershing ranked #1 in the DALBAR State of the Industry eDelivery Onboarding Brokerage Experiences Study and was recognized for the case study Strategies for Success with Electronic Delivery as a best practice guide for advisors to access to a suite of resources (2020).
Our Subscribe annuities platform and NetXInvestor® enhancements earned Pershing the Bank Insurance & Securities Association (BISA) Technology Innovation Award (2020).
Alt Credit Intelligence named Pershing “Best Custodian / Prime Services” at its US Awards. This is the fourth consecutive time Pershing has been recognized by the publication for outstanding services provided to alternative credit fund managers (2020).
Hedgeweek U.S. Award named Pershing Best Managed Accounts Technology Provider Winner (2020).
HFM named Pershing “Best Prime Broker – Capital Introduction.” Pershing’s unique approach to connecting allocators with managers based on investor preferences continues to be a key area of focus for our Prime Services team (2020).
Global Custodian awarded Pershing the "Prime Brokerage - Client Service" award at their Industry Leaders Awards. This marks the second consecutive win for Pershing in this category. Pershing also was honored for outstanding service for “Large Cap Clients: Stock Lending” (2020).
Wealthmanagement.com named Pershing category winner for Technology Providers Innovation Platform Award for Corporate Social Responsibility/Diversity (2019).
Pershing’s Business Metrics and Assessment Tool was recognized by InvestmentNews at its Innovation Award ceremony. Our interactive benchmarking tool was selected based on its ability to help advisory firms better understand their business fundamentals, reduce business risk, and drive change and profitable business growth (2019).
Pershing named Customer Service Institute of America (CSIA) Platinum Provider. The CSIA measures and certifies organizations against the International Customer Service Standard. Pershing first achieved CSIA Platinum Provider in 2015 and is now re-certified as a CSIA Platinum Provider for the next three years (2018).
Waters Sell-Side Technology recognized Pershing as the best sell-side, web-based development environment category for NetX360®, the firm’s technology platform for broker-dealers, wealth managers and advisors (2018).
The Bank Insurance and Securities Association (BISA) Technology Innovation Award went to Albridge for the re-launch of Albridge Wealth Reporting, a comprehensive application that allows advisors to collaborate with clients by sharing metrics— charts, graphs, portfolio snapshots—that illustrate progress towards their financial goals. This is the third year in a row that Albridge was recognized for its leadership in the advancement of innovative technology products, services and platforms for the financial services industry (2018)./p>
Pershing was named #1 U.S. clearing firm, ranked by number of broker-dealer customers (InvestmentNews, 2008-2020).
Global Custodian named Pershing “Prime Broker of the Year” at the Global Custodian Industry Leaders Awards. Pershing also received an award for best Prime Brokerage Operations (2018).