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Advisory Solutions

Choice and Flexibility to Put You in Control

Demand for advisory solutions has continued to grow. We can help make it easy to manage the complexities of a holistic wealth management program tailored for your specific needs. Choose from a wide assortment of technology solutions, professionally advised investment offerings and research, and outsourcing capabilities designed to help you grow your program, while reducing costs and simplifying your business.

 

ADVISORY SOLUTIONS

Our Advisory Solutions

Navigate changing markets and regulations with Pershing. Enhance your profitability and business growth with innovative wealth management and investment strategies. Take full advantage of our comprehensive expertise in financing, collateral management, and global trade execution

True interoperable tech allows teams to work seamlessly across multiple applications, accounts and custodians within one platform.

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Market insights and investment solutions from a top 10 global asset manager and world class third-party investment.

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More from your data — security, insights, integration and unified workflows. Fewer limitations on time and processing.

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BNY Mellon Precision Direct Indexing℠ delivers customized, tax-optimized, institutional-quality index solutions, powered by Pershing X and managed by Mellon.*

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* As of June 2023, the only target index available is the S&P 500® Index.

All third-party marks belong to their respective owners.

For professional use only. Not intended for use by the general public. Pershing does not provide investment advice. Investment advisory services, if offered, may be provided by BNY Mellon Advisors, Inc., an investment adviser registered in the United States under the Investment Advisers Act of 1940 or one or more affiliates of BNY Mellon. Technology services may be provided by Pershing X, Inc.

 

Important Disclosures [PDF]  | Trade Away Transactions FAQ [PDF] | Trade Away Summary:  Q1 2020 [PDF] | Q2 2020 [PDF] | Q3 2020 [PDF] | Q4 2020 [PDF] | Q1 2021 [PDF] | Q2 2021 [PDF] | Q3 2021 [PDF] | Q4 2021 [PDF] | Q1 2022 [PDF] | Q2 2022 [PDF] | Q3 2022 [PDF]  | Q4 2022 [PDF]  | Q1 2023 [PDF]  | Q2 2023 [PDF] | BNY Mellon Advisors’ Form ADV Part 2 Brochures |  BNY Mellon Advisors’ Form CRS [PDF] | Affiliate Advised/Sub-Advised Fund and Model List [PDF]

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