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Case Study: Prioritizing Products for Improvement


Registered Investment Advisor

This Pershing client is an RIA looking to create efficiencies through technology


After adding these product enhancements to their ecosystem, this client saw:

  • 67% Increase in SIMPLE IRA Plans
  • 23% Increase in Lending Balances
  • 47% Increase in Alternative Positions

2022 Q4 CS01 ESC
This case study is not intended to guarantee or represent that all firms will achieve the same or similar results.

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