Your product or service can reach a broad universe of registered investment advisors and broker-dealers through strategic engagement with Pershing.
Pershing is one of the industry’s largest providers of global financial business solutions; in fact, more financial intermediaries clear with us than any other firm1. Through us, you can gain access to a diverse array of 1,400 financial businesses representing approximately 7 million2 active accounts, including:
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.
We provide our clients access to third-party investment solutions and information through a range of industry-leading platforms, including:
Through Pershing, you can gain access to a range of high-profile visibility opportunities, including our annual INSITE™ client conference. We can put you directly in front of the advisors and businesses you want to reach.
1InvestmentNews, 2018, based on number of broker-dealer clients.
2 Includes brokerage-based individual and plan accounts as of December 31, 2017.
3 Access varies by broker-dealer custodian. Contact your broker-dealer custodian for additional information.