Please ensure Javascript is enabled for purposes of website accessibility

Advisory Solutions

Home Solutions 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 BNY 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

Wove Platform

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

none
Investment
Advisory Solutions

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

none
Data Solutions

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

none
BNY Precision Direct Indexing

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

none

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 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]  | Q3 2023 [PDF]  | Q4 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]

Ask how we can help transform
your business

Contact us
arrow_forward

News and Insights

Go Paperless

Going digital is more important than ever before. Choose quick online access to statements, forms and more.

Learn more arrow_forward
BNY Pershing at a Glance

BNY Pershing provides global financial solutions to advisors, asset managers, broker-dealers, family offices, fund managers, registered investment advisor firms and wealth managers.

Learn more arrow_forward
Insights

Insights is your destination to find commentary and actionable insights that can help you manage your business more efficiently and serve your clients more effectively.

Learn more arrow_forward
Information for Investors

Account Balance Inquiries (201) 413-3333

©2024 Pershing LLC. BNY, BNY Mellon and Bank of New York Mellon are the corporate brands of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole and/or its various subsidiaries generally. All rights reserved. Brokerage custody provided by Pershing LLC, member FINRA, NYSE, SIPC, a BNY Mellon company. Brokerage services may be provided by Pershing Advisor Solutions LLC, member FINRA, SIPC. Bank custody provided by BNY Mellon, N.A, member FDIC. 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. This site provides information for investment professionals. It is not intended for use by the general public. Trademarks belong to their respective owners. Products and services described herein are intended for financial professional use. Pershing provides services to broker-dealers and registered investment advisors and does not provide services to the general public.

 

Information provided is for informational and educational purposes only and is not a recommendation to take any particular action, or any action at all, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Investing involves risk, including the possible loss of principal invested. Pershing does not provide legal or tax advice. Past performance is no guarantee of future results.

 

Forward-looking statements are not guarantees, and they involve risks, uncertainties and assumptions including delivery timing estimates, mock-ups, and functionality descriptions which remain subject to change without notice. Although we make such statements based on assumptions that we believe to be reasonable, there can be no assurance that actual results will not differ materially from those expressed in the forward-looking statements. Certain functionality discussed may not be available as of the time of viewing.

 

The use of the firm’s platforms and technology may be affected by factors such as trading volume, market conditions, system performance and/or other factors. Pershing actively monitors the technology environment and endeavors to resolve issues promptly through various means.

Business Continuity & Other Disclosures | Statement of Financial Condition | Money Market Funds | EMEA Cookie Notice

Choose Your Region or Location

North America
Europe, Middle East & Africa