Wealth Technology Solutions

Empowering wealth firms to automate workflows, synchronize data and scale with efficiency

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What we do

OUR VALUE

Deliver more for your clients with flexible, scalable and connected technology designed to streamline operations, support growth and free up time to strengthen relationships. 

How we help

SOLUTION HIGHLIGHTS

01

Workflow Automation & Efficiency

Boost productivity with tools that simplify onboarding, account management, trading and reporting, reduce manual entry and help enable faster execution across your business.

02

Flexible Infrastructure for Scale

Designed for complex, multi-custodial environments, our modular system integrates with your existing setup and third-party technologies, so you can expand capabilities without disrupting operations.

03

Aligned Data Across Roles

Deliver a consistent experience across platforms with synchronized data views. Advisors and investors see the same information, enabling clearer conversations and stronger alignment.

What we offer

PRODUCTS & SERVICES

Our technology suite brings together powerful platforms and modular tools to help you scale efficiently, deliver exceptional client experiences and operate with confidence.

What you gain

BENEFITS AT A GLANCE

Operational Efficiency

Automate routine tasks and connect workflows across systems — helping teams work faster, reduce errors and stay focused on growth and client outcomes.

Stronger, More Connected Relationships

Create a unified experience across platforms and roles, enabling better collaboration, clearer communication and more meaningful engagement.

Future-Ready Flexibility

Support your evolving business with technology that scales, integrates easily and adjusts to your needs without adding complexity. Backed by a resilient infrastructure and proven tech stability designed to provide enterprise-grade reliability and performance.

By the numbers

MARKET LEADERSHIP*

$3T

global client assets1

$2B

net capital2

100K

professionals use our tech platform

1K

clients in 30 countries

8M

global investor accounts

64

clearing and custody markets

46

trading and conversion currencies

*As of Sept 30, 2025, 1Pershing LLC and its global affiliates,2Pershing LLC

READY TO TALK ABOUT WHAT'S NEXT?

Learn more about our platforms and solutions
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Information for Investors

Account Balance Inquiries (201) 413-3333

©2025 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.

 

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.

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