By outsourcing your wealth management business processes and systems to Pershing, you can place more focus on serving your clients and developing your business.
You can outsource part, or all, of your trading, clearing and settlement activities to us, 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
Work with a firm that focuses on clearing, settlement and custody as a core business.
Manage your business efficiently from a single entry point.
Create new ways to help your clients achieve their investment goals.