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ThinkAdvisor: Pershing X Teams With Startup to Boost Financial Planning Efficiency: Tech Roundup
Home About News Press Coverage ThinkAdvisor: Pershing X Teams With Startup to Boost Financial Planning Efficiency: Tech Roundup

  October 6, 2022

BNY Mellon’s Pershing X division teamed with technology startup Conquest Planning to integrate Conquest’s financial planning application into the Pershing X platform, the companies said Thursday.

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