A comprehensive wealth platform designed to help you operate efficiently, serve clients better and grow with confidence.

What we do

OUR VALUE

We help advisors help more people. BNY Pershing/Wealth Services delivers the infrastructure and expertise you need to scale efficiently, improve productivity and grow your business — so you can focus on your clients.

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How we help

PLATFORM CAPABILITIES HIGHLIGHTS

01

Safeguard Assets with Robust & Flexible Custody

Streamline operations with a unified bank trust and brokerage custody platform designed to support complex, multi-entity firms with institutional strength.

02

Operate Efficiently with Scalable Wealth Technology

Simplify your tech stack, improve productivity and support growth with end-to-end workflows, third-party integration and interoperability across systems.

03

Deliver Personalized Solutions with Comprehensive Financial Tools

Meet sophisticated client needs with integrated investment solutions, managed accounts, financial planning and lending capabilities that support personalized portfolios for complex client relationships.

04

Execute Across Gobal Markets with Institutional-Grade Access

Support trading in equities, fixed income and foreign exchange with institutional-grade execution backed by modern technology and global market access.

What we offer

OUR SOLUTIONS

What you gain

BENEFITS AT A GLANCE

Business Growth

Take advantage of BNY tools, experts and insights to grow your business and deepen client relationships, supported by a model that focuses on your specific needs.

Enhanced Client Experience

Streamline your operations with our expert support and intuitive tools, enabling you to deliver a more efficient, personalized experience to your clients.

Efficiency at Scale

Reduce complexity and operational strain with resilient, scalable technology that supports productivity and helps your business operate efficiently as it grows.

Trusted Stability

Work with the world’s largest custodian, backed by 240+ years of trust and a secure, resilient infrastructure built to support your business through all market conditions.