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Bank and Brokerage

Flexible, scalable
solutions for
complex financial lives.


Investor and advisor expectations call for efficiency,
elegance and a seamless experience—all of which are
mindfully crafted in our proprietary technology that provides access to the bank custody platform at BNY Mellon, National Association (BNY Mellon, N.A.) and the brokerage custody platform at Pershing LLC. 

We are the first in the industry to offer the choice and convenience of viewing both bank and brokerage custody platforms, within one technology experience.

Contact us today to learn how this state of the art technology to two custody platforms can help you run your business more efficiently and serve your clients more effectively.



The Future of Advisory Services: How Technology is Changing the Way We Invest with Ainslie Simmons

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.

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your business

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