Institutional Firms

Transform Your Business to Drive Growth, Reduce Costs and Control Your Destiny

Pershing serves institutional-oriented broker-dealers, investment banks and other capital markets firms, and hedge funds and other alternative investment managers. Backed by the strength and scale of BNY Mellon, we provide institutional clients with financing, clearance and custody, collateral management, global trade execution, securities lending and syndicate capabilities—all on a single platform.

Intensifying regulatory pressure, narrowing margins, rising operating expenses and persistent technology investment needs are changing how firms serve clients.

There is no better time to take advantage of Pershing’s customized fully disclosed solutions. We’re helping firms transform their businesses through technology and capital efficiencies, so they can devote more attention to business priorities that matter the most. Pershing’s financial strength, comprehensive compliance support and unbiased, conflict-free approach will help you sharpen your competitive edge.

Range of Capabilities to Support Your Business Across All Types of Assets

• Fully integrated global equity and fixed income execution, settlement and custody, offering full multicurrency capabilities in more than 60 markets
• Securities lending capabilities
• Repo services

Single Seamless Experience that Saves Time, Reduces Expenses

• Single-platform support for multiple business models, including Capital Markets, Introduced Prime, Full-Service and Wealth Management firms and products, including Fixed Income and Equity
• Seamless integration with your choice of order management system through open-architecture NetX360^® technology, including Pershing’s bidirectional connectivity with Bloomberg (TOMS)
• Our proprietary NetX360 platform provides real-time:
  • Settlement and risk exposure monitoring
  • Trade comparison and reconciliation
  • Connectivity to industry netting facilities such as GSCC and MBSCC
  • Connectivity to settlement depositories
  • Regulatory reporting, such as MSRB and Trace
• Efficient straight-through processing leveraging integrations with ITPs ALERT Direct^™ and Central Trade Manager™ and TradeSuite for ID Confirms

Contact us to learn how we can help you grow your business without limits.