Broker-Dealers

Pershing Serves Broker-Dealers

Transform Your Business for Growth

Today, broker-dealers are striving to adapt to a new landscape. Costs are rising, competition from other business models is fierce and margins are under increasing pressure. Regulation continues to change at breakneck speed, and firms are in a tight race for talent.

How can you meet investor expectations, boost efficiencies and achieve your goals for growth?

Pershing can help you transform your business, with a customizable, comprehensive solution. We offer a fully integrated connection between your front-end client experience and Pershing’s turnkey execution, clearing and custody platform. You can power your business with a proven, industry-leading infrastructure so you can have the freedom to focus on growth. You can quickly and cost effectively add new capabilities, streamline processing and expand your revenue streams.

We serve broker-dealers of every business model, including:

  • Full-service firms
  • Banks
  • Independent or insurance firms
  • Institutional firms
  • Self-directed firms
  • Self-clearing firms
  • Global financial firms

What We Provide You

Featured Solutions and Resources