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.
January 2019 - Pershing has reclaimed the #1 spot for brokerage account statements in the industry according to DALBAR’s 21st annual Trends and Best Practices in Investor Statements report. Improved enhancements including statement redesign and improved presentation of information carried out by the Investor Communications team in 2018 were highlighted in the report. This is the thirteenth consecutive year that Pershing’s brokerage account statement has received the “Excellent” rating from DALBAR—a market research firm that evaluates and promotes higher standards for investor communications.
November 2018 - Global Custodian named Pershing “Prime Broker of the Year” at the 2018 Global Custodian Industry Leaders Awards. Pershing also received an award for best Prime Brokerage Operations.
February 2018 - Alt Credit Intelligence named Pershing “Best Prime Broker – Credit Strategies” at the US Services Awards 2018. These awards recognize excellence in performance and innovation among service providers to alternative credit fund managers.
November 2017 - BNY Mellon’s Pershing LLC announced that its Prime Services unit was awarded the “Editor’s Award for Prime Brokerage Operations” by Global Custodian.
October 2017 - BNY Mellon’s Pershing announced that its Prime Services unit was named “Best Prime Broker—Innovation” by HFM at the 2017 US Hedge Fund Services Awards. This is the seventh time that HFM has honored Prime Services with an award, and the fourth consecutive year that it has designated Pershing as the industry's most innovative prime broker.
November 2016 - BNY Mellon’s Pershing LLC announced that its Prime Services unit was awarded the “Editor’s Award for Employee Development” by Global Custodian.
December 2015 - The Customer Service Institute of America (CSIA) awarded Pershing “Platinum Provider” status. Pershing is the first firm to receive this designation.
December 2015 - Pershing's NetX360 mobile application has been awarded “Best Mobile Investment Application” by the Mobile Web Awards for the second year in a row. These awards recognize the best websites and mobile applications across 96 industries.
November 2015 - Pershing LLC, a BNY Mellon company, announced that its prime services unit has been named 'Best Prime Broker—Innovation' by HFM US Hedge Fund Services Awards at the 2015 event. This is the fifth time that HFM has honored Prime Services with an award, and the second consecutive year that it has designated Pershing as the industry's most innovative prime broker.
August 2015 - For the eighth consecutive year, Pershing was named the #1 U.S. clearing firm based on number of broker-dealer clients.
January 2015 - Pershing has received an “Excellent” rating for its Client Account Statement in DALBAR’s “17th Annual Trends and Best Practices in Investor Statements for the Brokerage Industry” report. This is the ninth consecutive year that your brokerage account statement has received the “Excellent” rating from DALBAR—a market research firm that evaluates and promotes higher standards for investor statements.
January 2015 - Pershing, a BNY Mellon company, was recognized for its services in the investment and financial services community in the 2014 Wealth & Money Management Awards . Sponsored by Wealth & Finance International 2014, the awards are for those in the investment and financial services community who go above and beyond to help clients with managing their wealth, planning for the future and providing sound advice in all areas of finance.
October 2014 - Prime Services wins HFMWeek's Best Prime Broker – Innovation award at HFMWeek's U.S. Hedge Fund Services Awards Ceremony.
August 2014 - The Financial Communications Society (FCS) and the Gramercy Institute recognized Pershing for excellence in marketing and media. The firm received Gold Medals for event marketing during Insite 2013, and for a web video campaign in support of NetXInvestor.
July 2014 - The NetX360 app was named the favorite industry mobile application by advisors in the InvestmentNews Annual Technology survey.
July 2014 - Pershing's client onboarding solution using NetX360 Task Management was recognized for outstanding achievement in adaptive case management in the Excellence in Client Management Category. The task management solution within Pershing's NetX360® platform offers a high degree of flexibility and can be easily adapted as client onboarding processes, business requirements and regulations evolve. The task management tools allow Pershing and its clients to work collaboratively ensuring transparency and insight into the critical steps to onboard clients.
May 2014 - Pershing was awarded Best Mobile Initiative for its NetX360® and NetXInvestor™ Mobile solutions for the second consecutive year by Waters Sell-Side Technology .
April 2014 - Pershing was honored for excellence in client satisfaction in the area of Client Service Phone and Operations by Omega Management Group Corp., which specializes in customer-experience management strategy programs.
March 2014 - Pershing Advisor Solutions won the "Best Private Banking: New Product Award" at the Private Asset Management (PAM) 2014 Awards, hosted by Private Asset Management magazine.
January 2014 - Pershing is proud to receive the number one ranking for its Client Account Statement in DALBAR's "16th Annual Trends and Best Practices in Investor Statements for the Brokerage Industry" report. In addition, Pershing also received an "Excellent" designation. This is the eighth consecutive year that your brokerage account statement has been ranked within the "Excellent" designation category by DALBAR®—a market research firm that evaluates and promotes higher standards for investor statements.
August 2013 - Pershing has been awarded the DALBAR Recognition for Excellence Award in Call Center Service, the gold standard for service quality within the financial services industry. Pershing received the Recognition for Excellence Award after it exceeded the criteria for DALBAR’s call service excellence standards. DALBAR is an independent company with 30 years of experience evaluating, auditing and rating business practices.
May 2013 - Pershing was awarded the 2012 International Service Excellence Award by the Customer Service Institute of America (CSIA) and recognized as the "Best of the Best" for its leading global customer service. This special distinction recognizes a company for having won the International Service Excellence Award multiple times and scored higher in its category than any of its peers.
March 2013 - Prime Services received the Best North American Prime Broker Award at U.S. Hedgeweek Awards ceremony in London.
February 2013 - Pershing Advisor Solutions, a BNY Mellon company, has been recognized as the Best Multi-family Office Service Provider at the Private Asset Management (PAM) 2013 Awards, hosted by Private Asset Management magazine. Selected by an independent panel of industry experts, the award honors outstanding achievement in four areas: financial progress over the course of the previous year, growth, client satisfaction and product innovation.
October 2012 - Prime Services was awarded the 2012 Best Prime Broker - Custodial Solution at the 2012 HFM US Hedge Fund Services Awards ceremony. A vote by a panel of independent judges assessed a record number of entrants based on financial progress, growth and genuine innovation.
April 2012 - At its annual Gateway to Leadership Dinner on April 26, 2012, the Money Management Institute (MMI), the national association for the managed investment solutions and wealth management industry, announced the 2012 Industry Leadership Award winners. Pershing Managed Account Solutions1 was named the Advisory Solutions Service Provider of the Year. This award is given out each year to the partner that best contributed to the innovation, growth and long-term sustainability of the managed solutions industry.
April 2012 - Lockwood Advisors/Pershing Receive Gateway to Leadership Sponsor Recognition Awards At the Money Management Institute's (MMI) Annual Gateway to Leadership Awards Dinner in late April, 2012, BNY Mellon affiliates Lockwood Advisors, Inc2 and Pershing LLC received the Sponsor Recognition Award for their outstanding commitment to and ongoing support of the Gateway to Leadership workforce diversity program.
January 2012 - Pershing receives 2011 International Service Excellence Award - (Division of Large Business Category).