BNY Pershing

Investment Solutions & Managed Accounts

Capabilities that help you build tailored portfolios, expand your offering and support diverse client goals.

Contact us
What we do

OUR VALUE

Designed to support the full investment lifecycle, our capabilities combine product access, managed account solutions and optional outsourcing to help you serve clients more effectively as their needs become more complex.

How we help

SOLUTION HIGHLIGHTS

01

Broad Investment Access

Offer clients access to a broad universe of public and private investment solutions across asset classes, managers and structures, including retirement solutions, so you can tailor portfolios to client goals without limiting choice.

02

Scalable Managed Accounts

Deliver personalized portfolios consistently using SMAs, UMAs, models and direct indexing, allowing you to serve more clients at scale as your business grows.

03

Tax Aware Portfolio Support

Help manage the tax impact of portfolios by applying tax awareness within managed account structures, supporting better outcomes without creating extra work for your team.

04

Portfolio Outsourcing

Leverage optional outsourcing for portfolio implementation, annuity solutions and ongoing execution to reduce day‑to‑day operational complexity, freeing up time to focus on clients and growth.

We we offer

PRODUCTS & SERVICES

Investment Solutions & Managed Accounts
Wealth Technology
Category
keyboard_arrow_down keyboard_arrow_up
Investment Solutions & Managed Accounts
Wealth Technology

Access a broad suite of investment products, from alternatives and ETFs to managed accounts and direct indexing, supported by the broader BNY enterprise to help you deliver personalized strategies at scale.

Explore Investment Products
arrow_forward
Visit BNY Investments
arrow_forward
Learn about Alts Bridge
arrow_forward
Learn about Retirement Solutions
arrow_forward

Access investment solutions and managed account capabilities through a modular, interoperable wealth technology ecosystem that streamlines workflows, improves productivity and supports different operating models through flexible integrations.

Explore Solutions
arrow_forward
What you gain

BENEFITS AT A GLANCE

Grow Without Adding Strain

Expand your offering and take on more complex client needs without adding operational burden, helping your business scale efficiently as demand and expectations increase.

Differentiate Your Value

Offer personalized portfolios, broader investment choice and institutional strategies that help you stand out with clients and prospects and support deeper, longer‑term relationships.

Operate With Confidence

Rely on integrated support across portfolio execution, tax awareness and optional outsourcing to help ensure consistency, control and governance as portfolios and regulations grow more complex.

By the numbers

MARKET LEADERSHIP

$3.3T

global client assets1

$3B

net capital2

100K

professionals use our technology platform

1K

clients in 30 countries

8.6M

global investor accounts

63

clearing and custody markets

46

trading and conversion currencies

1As of March 31, 2026, Pershing LLC and global affiliates. 2Pershing LLC

READY TO TALK ABOUT WHAT'S NEXT?

Learn more about our platforms and solutions
Contact us
Information for Investors

Account Balance Inquiries (201) 413-3333

©2026 Pershing LLC D/B/A BNY Pershing, a BNY company. All rights reserved. 

 

Pershing LLC, member FINRA, NYSE, SIPC, is a subsidiary of Pershing Group, LLC.  Pershing Advisor Solutions LLC, member FINRA, SIPC, and BNY Mellon, N.A., member FDIC, are affiliates of Pershing LLC and BNY companies. 

 

BNY is the corporate brand of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole and/or its various subsidiaries generally. Brokerage custody provided by Pershing LLC, member FINRA , NYSE , SIPC , a BNY company. Brokerage services may be provided by Pershing Advisor Solutions LLC, member FINRA, SIPC. Bank custody provided by BNY Mellon, N.A, member FDIC. Investment advisory services, if offered, may be provided by one or more affiliates of BNY. Technology services may be provided by Pershing X, Inc. This site provides information for investment professionals. It is not intended for use by the general public. Trademarks belong to their respective owners. Products and services described herein are intended for financial professional use.

 

Investment products are not insured by the FDIC, are not deposits and may lose value.

 

Information provided is for informational and educational purposes only and is not a recommendation to take any particular action, or any action at all, nor an offer or solicitation to buy or sell any securities or services presented. It is not investment advice. Investing involves risk, including the possible loss of principal invested. Pershing does not provide legal or tax advice. Past performance is no guarantee of future results.

 

Forward-looking statements are not guarantees, and they involve risks, uncertainties and assumptions including delivery timing estimates, mock-ups, and functionality descriptions which remain subject to change without notice. Although we make such statements based on assumptions that we believe to be reasonable, there can be no assurance that actual results will not differ materially from those expressed in the forward-looking statements. Certain functionality discussed may not be available as of the time of viewing.

 

The use of the firm’s platforms and technology may be affected by factors such as trading volume, market conditions, system performance and/or other factors. Pershing actively monitors the technology environment and endeavors to resolve issues promptly through various means.

Business Continuity & Other Disclosures | Statement of Financial Condition | Money Market Funds | EMEA Cookie Notice

Choose Your Region or Location

North America
Europe, Middle East & Africa