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 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 - Pershing Prime Services wins HFMWeek's Best Prime Broker – Innovation award at HFMWeek's U.S. Hedge Fund Services Awards Ceremony.
August 2014 - For the seventh consecutive year, Pershing was named the #1 U.S. clearing firm in the number of broker-dealer clients.
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 - Pershing 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 - Pershing 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.
July 2012 - No. 1 U.S. clearing firm ranked by broker-dealer clients.
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).