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 fifth consecutive year, Pershing achieved the #1 ranking for brokerage statements in DALBAR’s annual Trends & Best Practices in Investor Statements, achieving an all-time high time score. This is the sixteenth 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 (2023).
Pershing won DE&I Initiative of the Year from Private Asset Management (PAM) for its Minority Business Enterprise Advisory Client Council program. PAM recognizes industry leaders and innovators (2023).
Pershing Limited was named Best Strategic Platform Partner for the third consecutive year (2022).
Pershing was recognized in the Diversity, Equity and Inclusion Category for its Minority Business Enterprise Client Council (2022).
Pershing was named Customer Institute of America (CSIA) Platinum Provider. The CSIA measures and certifies organizations against the International Customer Service Standard. Pershing first achieved Platinum Provider status in 2015, again in 2018, and is now re-certified as a CSIA Platinum Provider for the next three years (2021).
Pershing named the #1 clearing firm, based on number of broker-dealer clients, by LaRoche Research Partners LLC (2021).
Global Custodian awarded Pershing the "Prime Brokerage - Client Service" award at their Industry Leaders Awards. This marks the third consecutive win for Pershing in this category (2021).
Alt Credit named Pershing “Best Prime Brokerage / Custodian Services” at its US Performance & Services Awards 2021. This is the fifth consecutive time Pershing has been recognized by the publication for outstanding services provided to alternative credit fund managers (2021).
Pershing was recognized with ThinkAdvisor’s Luminaries Award for both Diversity and Inclusion thought leadership and advanced technology for biometric technology and AI operations. These awards shine a spotlight on the firms changing the investment advisory interest most, through creative, bold steps that move the industry and clients’ best interests forward (2021).
Pershing was recognized for its Driving Growth Through Multigenerational Relationships program, which shares strategies to help advisors retain their best clients, grow their assets and attract a new generation of investor, and Wealth Reporting and Insights Report Designer, which enables advisors to build personalized, impactful investor reports, at the annual Wealthies Awards ceremony. These awards recognize outstanding achievement, product innovation and leadership by organizations and individuals serving the financial advisor community (2021).
FTF awarded Pershing top honors at its Technology Innovation Awards. These awards celebrate and recognize the professionals, financial technology vendors, service providers, industry bodies and regulators that have made significant strides and noteworthy achievements in operational excellence. Pershing won for Best Clearing and Settlement Solution for our Artificial Intelligence for Operations Project (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).
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 (2020-2021).
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).
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 the firm was recognized for its leadership in the advancement of innovative technology products, services and platforms for the financial services industry (2018).
Albridge Solutions, Inc. is now Pershing X, Inc.
Pershing was named #1 U.S. clearing firm, ranked by number of broker-dealer customers (InvestmentNews, 2008-2020).