Platform Providers

Platform Providers

Access to 1,300 Financial Intermediaries

Your product or service can reach a broad universe of registered investment advisors and broker-dealers through strategic engagement with Pershing.

A Vast Network of Businesses

Pershing is one of the industry’s largest providers of global financial business solutions. Through us, you can gain access to a diverse array of 1,300 financial businesses representing over 7 million1 active accounts, including:

  • Broker-dealers
  • Family offices
  • Fund managers
  • Hedge fund managers
  • Independent advisors
  • Investment managers
  • Multi-family offices
  • Registered investment advisory firms
  • Wealth managers
Open Architecture

Pershing has no proprietary retail products to compete with yours. We provide a neutral, open architecture platform that gives our clients unbiased access to your solutions.

A Variety of Investment Platforms

We provide our clients access to third-party investment solutions and information through a range of industry-leading platforms, including:

  • FundCenter®, a one-stop mutual fund supermarket with access to over 28,000 funds from more than 800 fund families2
  • FundVest® and FundVest 200, featuring funds with no transaction fee
  • ETF Center, providing searchable data and a seamless connection to order entry for over 4.3 million ETF positions 
  • Mutual Fund Center, providing Lipper data, profile snapshots, and a range of fund screening and comparison tools
  • Alternative Investment Solutions, offering transparent online access to a full range of alternative investments, including non-traded REITs, hedge funds, limited partnerships and private equity
Value-added Services

Through Pershing, you can gain access to a range of high-profile visibility opportunities, including INSITE®, the essential event for the financial advice community. We can put you directly in front of the advisors and businesses you want to reach. Learn more about our sponsorship opportunities.

1 Includes brokerage-based individual and plan accounts as of September 30, 2020.

2 Access varies by broker-dealer custodian. Contact your broker-dealer custodian for additional information.

Featured Solutions and Resources