Calls for responsible behavior like social distancing and sheltering in place are fueling demand and utilization for tech and cloud-based collaborative platforms that are flexible and customizable to both client and advisor. “Go digital” is the phrase of the day, and leading wealth management firms are taking full advantage to ensure investors receive personalized advice by maximizing virtual solutions that are currently available. Download this article to learn about the essential virtual tools all wealth management firms should have accessible for their investors.
BNY Mellon’s Pershing and its affiliates provide a comprehensive network of global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody; investment, wealth and retirement solutions; technology and 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.