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  JUL 15, 2021

  BNY MELLON'S PERSHING

Streamlined access to diversified investment portfolios allows advisors to devote more time to client service and planning.

When you’re responsible for someone else’s wealth, the risks extend far beyond the possibility of actual money being stolen: the reputational damage it may cause you and your firm can be even more devastating.As the advisory industry evolves, new solutions allow firms to access a selection of model strategists and portfolios, which can provide greater efficiency while freeing advisors to attend to value-added client priorities.

Advisors spend a disproportionate amount of time on investment management than on both financial planning and prospecting for new clients.

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Gain Efficiencies with Model Marketplaces

Streamlined access to diversified investment portfolios allows advisors to devote more time to client service and planning.

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BNY Pershing

BNY Pershing and its affiliates provide a comprehensive network of global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers. Many of the world’s most sophisticated and successful financial services firms rely on BNY Pershing for clearing and custody; investment, wealth and retirement solutions; technology and enterprise data management; trading services; prime brokerage and business consulting.

BNY Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation. With a network of offices worldwide, BNY Pershing provides business-to-business solutions to clients representing approximately 7 million investor accounts globally. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY company. 

1 Cerulli, U.S. Asset Allocation Model Portfolios 2020, June 2020

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