Wealth Management Firms

Institutional Firms

Transform Your Business for Growth

As sophisticated clients expect more, your advisors need access to world-class services and solutions to drive their competitive advantage and growth. Our Wealth Solutions business can help.

Differentiate your firm and stand out with the scale and cutting-edge solutions you need to innovate and grow your business. No matter your business model or firm type, you can rely on Pershing as your trusted partner for guidance to keep your business in step with—and ahead of—industry trends.

Build for the future with collaborative guidance

Consultative strategic relationship management. Our dedicated team will work as an extension of your firm to help guide your strategy forward, drawing on our knowledge and insights from having helped thousands of wealth management firms evolve and grow their businesses.

Flexibility to structure your ideal platform. Build the ideal experience for your advisors and clients through our curated list of today’s most sought after fintech solutions.

Attract and retain clients with comprehensive market-leading solutions

Draw on the strength and resources of BNY Mellon and Pershing to connect with sophisticated wealth management solutions.

  • Bring your clients the investment and wealth solutions they need, wherever they fall on the affluence spectrum
  • Manage your commission and fee-based business through a single platform
  • Tap into a wide array of solutions for holistic wealth management needs, including advanced investment and credit solutions for high-net-worth and ultra-high-net-worth clients
  • Access both bank and brokerage custody through a unified technology platform
  • Offer clients new revenue opportunities from their current portfolios with fully paid securities lending
  • Address clients’ changing views of retirement with a range of retirement solutions
  • Grow your fee-based business with a range of managed account solutions
  • Access global trading and execution for equities, fixed income and ETFs
Maximize efficiency

As you build the optimal experience for your firm, we’ll be with you at each step, freeing up your time so you can focus on what matters most. Through our deep integrations with leading fintech providers and seamless digital experiences you’ll gain greater efficiency, more flexibility, and deeper insights. Take advantage of:

Manage risk with financial strength, stability and resiliency

The trust your clients put in your firm reflects the strength of your providers. BNY Mellon is publicly owned and designated a systematically important bank to the global financial system. This means that as a custodian we meet the industry’s highest standards for liquidity, capitalization, government scrutiny and transparency.

In times of crisis, we have gone above and beyond to keep our clients secure, informed and in business. Pershing’s systems have stayed up and clients’ interests protected to maintain your business continuity.

Align with an advocate for your firm and the industry

We advocate for our industry and advance client interests with industry groups and policymakers by working on the front lines of developments in the regulatory, technology and competitive environments.

Ready to accelerate your business growth?

Contact us today to get started.

Featured Solutions and Resources