Trust Companies & Private Banks

Pershing Serves Advisors

Transform Your Business with an Integrated Wealth Platform

Trust companies and private banks require advanced solutions to meet the needs of sophisticated clients. Whether you’re a national association, federal savings association, state-chartered bank or trust company, if your focus is fiduciary, personal trust or investment management services, we can help. Our fully integrated multi-currency trust accounting system and single state-of-the-art brokerage technology platform will enhance your clients’ experience and take your business to the next level.

A world of capabilities

Antiquated or incompatible legacy trust accounting technology systems will soon become a thing of the past. Instead, look forward to:

  • Streamlining operational inefficiencies
  • Improving client reporting
  • Introducing additional products, services and solutions
  • Differentiating yourself from the competition

With our client-centric model, you can outsource the functions that make sense for your business and – most importantly – spend more time cultivating relationships with clients and prospects.

Flexible, scalable solutions

Our team acts as an extension of your firm, streamlining front-, middle- and back-office activities and delivering excellent service along the way. We provide:

  • Global custody services that add value and flexibility
  • A modern, efficient operating model
  • One unified platform, with straight-through processing, outsourcing capabilities and a single service team
  • Trust accounting capabilities
  • Integrated technology with simplified workflow
  • Enhanced reporting capabilities

Interested in discussing how integrated bank and brokerage custody solutions may benefit your business? Let’s connect.

Featured Solutions and Resources

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