• Operational Support
  • Clearing and Settlement Services
  • Compliance Tools
  • Custody Services
  • Reporting Services

• Trading Services
  • Equity Trading
  • Fixed Income Trading
  • Best Execution

• Flexible Technology
  • Business Intelligence Tools
  • Investor Access Solutions
  • Open Architecture
  • Operational Efficiency Tools
  • Professional Access Solutions

• Investment Solutions
  • Cash Management Solutions
  • Education and Health Savings
  • Fund Solutions
  • Lending Solutions
  • Managed Account Solutions
  • Retirement Solutions
  • Wealth Management Solutions

• Practice Management
  • Consulting
  • Education
  • Events
  • Marketing Services
  • Training Services
  • ValueAlliance

• Service Excellence
  • Dedicated Service Model
  • Quality Management Process
  • Reliability

Looking to be on the cutting edge of technology?

Pershing's time-tested technology—the NetExchange suite of products—is the processing backbone behind one out of every five broker-dealers. Automated, straight-through processing systems deliver timely, accurate information 24 hours a day, even during extreme volatility. And our proprietary rules-based compliance system, The Rules Engine™, helps keep your operations in sync with changing regulatory requirements.

Pershing's open architecture easily integrates with your own environment, including proprietary and third-party portfolio management systems, order management systems, and more.

Our platform offers you fully customized connectivity that seamlessly links your office, investment professionals, clients, and the markets.

For Your Office

• Business Intelligence Tools - Align your business data to develop your strategy with day-to-day operations
• Open Architecture - Link to Pershing through your firm's existing front-end platform with NetExchange Services™
• Operational Efficiency Tools - Streamline the way you do business now, while preparing for the future, and create customized workflows to suit your business needs
• Albridge, an affiliate of Pershing, is a leading provider of enterprise solutions and custom technology to institutional and retail financial organizations and independent registered investment advisors. Albridge draws upon its financial services experience and technology expertise to help financial organizations enhance their operating performance and maximize their productivity. Albridge's technology consolidates and reconciles client account information from hundreds of data sources that represent banking, brokerage, insurance, retirement, managed accounts and more

For Your Investment Professionals

• Professional Access Solutions - Empower your firm with NetX360™, our revolutionary technology platform for investment professionals and registered investment advisors
• Market Data, News, and Tools - A full portfolio of choices—from best-of-breed content providers—to help you stay on top of ever-changing market and corporate events

For Your Clients

• Investor Access Solutions - offer your clients access to NetExchange Client® , a sophisticated, content-rich online brokerage program—without the expense of developing your own platform.