• 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

How can you keep your business up and running smoothly, even in the face of rapid growth, constant change, and unpredictable events—at the same time, delivering the highest service standards to your clients? At Pershing, our scale allows us to invest in the resources you need to stay in top form, including expert conversion support, a 24-hour help desk, and state-of-the-art disaster recovery capabilities. You can also rely on our industry-leading relationship teams, staffed by experienced professionals, who help you take maximum advantage of Pershing's resources.

• Dedicated Service Model - Our long employee tenure lets you build relationships that last with professionals who know your business
• Quality Management Process - We use your ideas and feedback to continuously improve our offerings, and publish our service performance in our Quality Scorecard
• Reliability - Count on Pershing's reliability, from disaster-recovery facilities to business continuity processes