Solutions for Wealth Managers and Advisers
Focus on Growing Your Business
By partnering with Pershing for your wealth management business processes and systems, you can place more focus on serving your clients and developing your business.
You can rely on us for part, or all, of your trading, clearing and settlement activities, as well as the safe custody of your clients' assets. With strong and proven regulatory compliance expertise, our major strength is in client asset protection.
Concentrate on What You Do Best
Here's How You Will Benefit:
- Confidence that the safety of your investors' assets are at the core of everything we do
- Multi-jurisdiction custody and world-class administration services from a highly experienced provider
- The freedom to focus on developing your business rather than on technology and operations
- Access to the best online wealth management tools available
- Streamlined processes
- Fixed costs replaced by variable costs
- Minimised risk and increased operational efficiency
- Compliance with all regulations and legislation and be ready for new changes when they come