Pershing Launches Retirement Essentials Mobile Website for Tablets and Smartphones

May 3, 2013

Industry-leading tool meets growing demand for mobility from advisors

JERSEY CITY, N.J. - Pershing LLC, a BNY Mellon company, announces today the launch of the latest addition to its growing family of mobile solutions – the Retirement Essentials mobile website. This industry-leading tool allows advisors to explore, compare and select the appropriate retirement vehicle for their clients—all from their preferred mobile device or tablet.

The site helps users to efficiently research different kinds of individual retirement accounts (IRAs), such as traditional, Roth and rollover IRAs, as well as small business employer plans. Advisors can compare the different types of retirement tools side-by-side and use the site’s decision engine to help select the most effective option for a client.

Advisors helped Pershing develop this tool, which is designed specifically to meet their demand for mobile solutions. This increased demand was recently illustrated by a study from American Century Investments, which reported that twice as many advisors used mobile devices in 2012 compared to 2011. Because the Retirement Essentials tool is web-based, it can be accessed via most tablet or smartphone platforms. The mobile website has also been submitted for FINRA review so that it may be used interactively with clients.

"Pershing has always been a leader in delivering mobile capabilities and we are delighted to expand our mobile-based solutions with this actionable tool that presents great advantages to advisors consulting retirement-focused clients," said Robert Cirrotti, director of retirement solutions at Pershing. "Tablets and smartphones have become ubiquitous in the financial industry and we are proud to be at the forefront of meeting this growing trend while helping customers discover the best retirement tool for their clients."

For more information, please visit the Retirement Essentials website on your mobile device at .

About BNY Mellon's Pershing

BNY Mellon’s Pershing and its affiliates provide advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers with a broad suite of global financial business solutions. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody, investment and retirement solutions, technology, enterprise data management, trading services, prime brokerage and business consulting.

Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation. With a network of offices worldwide, Pershing provides business-to-business solutions to clients representing approximately 7 million investor accounts globally. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company. Additional information is available on, or follow us on Twitter @Pershing.

About BNY Mellon

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries. As of June 30, 2019, BNY Mellon had $35.5 trillion in assets under custody and/or administration, and $1.8 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on Follow us on Twitter @BNYMellon or visit our newsroom at for the latest company news.