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Wealth Managers and Advisers

Grow Your Business to Another Level

Wealth management professionals and financial advisory firms face ever-increasing regulatory requirements. And there is continued pressure on you to keep up with technological and regulatory change. On top of this, you have to maintain profit margins while minimising risk to client assets.


Pershing can help you overcome these challenges, so you can grow your business more efficiently and serve your clients more effectively. Our wide range of wealth management administration and custody services will allow you to focus on your core business skills.

What We Offer Wealth Managers and Advisers

Our Solutions

Investor Reporting

Access superior investor valuation reports, bringing clarity to your clients and helping to differentiate you from other wealth managers and advisers.

Trading Services

Our execution services for banks, broker-dealers, wealth managers and advisers combine access to liquidity with seamless high touch execution.

Back and Middle Office Services

Gain efficiency and reallocate your resources to growing your business.

Ask how we can help transform your business


Additional Resources




T+1: Prepare for a Shorter Settlement Cycle

T+1 is the shortening of the settlement cycle in the securities industry from two days (T+2) to one day (T+1)  to provide investors.