Solutions for Wealth Managers and Advisers

Solutions for Wealth Managers and Advisers

Focus on Growing Your Business

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

Pershing's Focus

What We Provide to Wealth Managers and Advisers
  • Confidence that the safety of your investors' assets are at the core of everything we do
  • World-class custody and administration services from a highly experienced provider
  • The freedom to focus on developing your business, rather than on compliance, 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

Featured Solutions and Resources