Have It Your Way: Why Tech Integration Is Critical to an Optimal Advisor Experience

BNY Mellon's Pershing


Why Tech Integration Is Critical to an Optimal Advisor Experience

Disparate systems that don’t communicate do little for advisor productivity. This leads to inefficiencies and missed opportunities. Recent (and major) advances in technology integration solve this—meaning faster firm growth, better efficiencies and lower costs, while creating the experience advisors want.

BNY Mellon's Pershing

BNY Mellon's Pershing

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 23 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.