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.