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Pershing

BNY Mellon’s Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers. Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation. With a network of 23 offices worldwide, Pershing provides business-to-business solutions to clients representing more than 6 million investor accounts globally.

Website

https://www.pershing.com/

Contacts

https://www.facebook.com/bnymellonpershing

https://www.linkedin.com/company/bnymellonpershing/

https://twitter.com/pershing

Pershing
  • Clearing, Custody and Settlement
  • Alternative Investment
  • Annuity and Insurance
  • Cash Management
  • Education and Health Savings
  • Lending
  • Reporting
  • Analytics
  • Managed Account Solutions
  • Marketing and Practice Management
  • Prime Services
  • Retirement Solutions
  • Technology and Enterprise Data Management
  • Trading Services
  • Wealth Solutions
Pershing

Companies that integrate with Pershing

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

AdvisorEngine
AdvisorEngine
AdvisorEngine builds powerful and intuitive technology for financial advisors.
#Portfolio Management #Billing #CRM #Financial Planning #Rebalancing #Trading #Portfolio Reporting
AdvisorPeak
AdvisorPeak
AdvisorPeak provides rebalancing software in a powerful yet simple way to help financial advisors manage their client portfolios.
#Rebalancing #Trading
Advisors-Assistant
Advisors Assistant
Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application.
#CRM
Black Diamond
Black Diamond | Advent | SS&C
The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers.
#Portfolio Management #Billing #Rebalancing #Portfolio Reporting #Tax Planning
BlazePortfolio
BlazePortfolio
BlazePortfolio® develops streamlined, user-friendly trade management solutions for investment managers, RIA's, wealth managers, broker dealers, family offices, and industry partners.
#Rebalancing #Risk Profiling #Trading
Capitect
Capitect
The Capitect platform provides a technology solution to streamline the portfolio construction and rebalancing process through advanced engineering and innovative design.
#Portfolio Management #Account Aggregation #Billing #Rebalancing #Portfolio Reporting
CircleBlack
CircleBlack
CircleBlack is a wealth management platform that gives a complete financial overview of your client’s portfolio in one simple-to-access location.
#Portfolio Reporting #Billing #Rebalancing #Retirement Planning
Emotomy
Emotomy
Emotomy is an institutional-caliber digital investment platform that lets financial advisors easily personalize and brand their advice — at scale.
#Portfolio Management #Automation #Rebalancing #Trading #Investment Research
Envestnet | Tamarac
Envestnet | Tamarac
Envestnet | Tamarac, a division of Envestnet, Inc., is a leading provider of integrated, web-based portfolio rebalancing, performance reporting and customer relationship management software for independent advisors and wealth managers.
#Portfolio Management #Billing #CRM #Rebalancing #Trading #Portfolio Reporting
FinFolio
FinFolio
FinFolio makes portfolio management software for investment advisors and professional wealth managers.
#Portfolio Accounting #Billing #Rebalancing #Trading #Portfolio Reporting
FIX Flyer
FIX Flyer
With over 120 clients worldwide, FIX Flyer develops advanced technology for managing complex, multi–asset, institutional securities trading using highly scalable software and network technologies.
#Trading #Rebalancing #Portfolio Management
TD Ameritrade
iRebal | TD Ameritrade
iRebal is a rebalancing system which retains an audit trail of all executed trades and uploads trades to multiple custodians. The trading system incorporates family level rebalancing, cash management and tax harvesting.
#Rebalancing #Trading #Tax Planning
Jemstep
Jemstep
Jemstep provides a modern solution for banks to offer goal-based investing to clients.
#Portfolio Management #Analytics #Security
Morningstar
Morningstar Office
Morningstar Office is Morningstar's Web-based solution for financial advisors. It brings together the best of our capabilities in investment research, portfolio accounting, and client communications.
#Portfolio Management
Orion
Orion Advisor Services
Orion was built by advisors, for advisors. The market didn’t have a portfolio accounting service good enough for a registered investment adviser, so Orion built the solution.
#Portfolio Management #Billing #Financial Planning #Rebalancing #Trading #TAMP #Portfolio Reporting
Portfolio Pathway
Portfolio Pathway
Portfolio Pathway is a robust wealth management platform that started from a cloud-based portfolio management system and have evolved into a more rounded platform with additional features such as rebalancing, trading, fee billing, third party manager capabilities and more.
#Portfolio Reporting #Billing #Rebalancing #Trading #Tax Planning
Practifi
Practifi
Practifi is the new benchmark for CRM-based systems in financial advice.
#CRM #Analytics #Broker-Dealer Platforms #Marketing
RedBlack Software
RedBlack
RedBlack Software offers a software application for portfolio monitoring, rebalancing and trading in financial institutions and others.
#Rebalancing #Trading #Investment Research
Redtail
Redtail Technology
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor.
#CRM
Riskalyze
Riskalyze
Riskalyze is transforming the advisory industry by empowering investment advisors to capture a quantitative measurement of client risk tolerance, and use that data to win new clients, capture and meet expectations and quantify suitability.
#Risk Profiling #Analytics #Rebalancing #Trading #Portfolio Management #Proposal Generation
Totum Risk
Totum Risk
Totum Risk is a multi dimensional risk tolerance questionnaire and toolkit that helps financial advisors understand how much risk their clients can comfortably take based on their life situation.
#Risk Profiling #Portfolio Reporting

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