Professional Portal

Professional Portal - Pershing EMEA

Manage Your Business Efficiently, From a Single Entry Point

Our professional portal is an online platform that allows you to efficiently manage your firm’s entire business—from client account opening and management to order execution and portfolio management.

  • Accessible via the web, so you can manage your business wherever you go
  • Excellent user experience, enabling you to grow your business more easily and efficiently
  • Simpler processes that make your business workflow fast, smooth and reliable
  • Straight-through account opening that allows you to open accounts in an instant
  • Integrated portfolio management with cutting edge portfolio management tools
  • Customisable dashboard that lets you decide the type and amount of information you want to view
  • Simplified order execution and management, allowing you to track an order status easily and effectively

Featured Solutions and Resources