One Pershing Plaza, Jersey City, NJ 07399, United States
Pershing brings together high‑touch service, an open digital platform and the BNY Mellon enterprise to deliver a differentiated experience for every client
Our clients look to us to be innovative, insightful and responsive—so they can demonstrate those same qualities with their clients. We help provide a roadmap to their goals, drawing on our experience with many of the world’s most complex institutions to recognize key opportunities and create a strategy for capitalizing on them.
A Heritage of Innovation
For more almost 85 years, BNY Mellon's Pershing has been recognized as a Wall Street innovator. From our early days on the floor of the NYSE to the award-winning technology we provide today, we have earned a reputation for thinking ahead—and staying ahead of the marketplace.
A Foundation Built on Quality Data Data quality is essential to your firm’s success. That’s why Albridge Data Aggregation applies numerous business integrity rules and features sophisticated data processing logic to reconcile transaction data with position data, resulting in timely and more accurate performance reporting data. Albridge Data Quality Benchmarking Albridge Data Quality......
Easily Connect to Data from Multiple Sources Albridge Data Delivery provides a secure, reliable and cost-effective means of receiving consolidated, normalized and high-quality data from multiple custodial and legacy systems to be available at the firm, advisor and investor level. Our clients and third-party providers have the flexibility to integrate this......
Better Reporting. Better Relationships. Illustrate important concepts: A wide variety of turnkey and custom reports to cover everything you might need to present an accurate, single view of client portfolio information. Easy-to-use dashboard: Instant access to household, account and security level performance information on demand, for any time period. Most importantly, if......
Subadvisor certification. For asset managers who impose rigorous requirements for subadvisor approval, Albridge Analytics has engineered an innovative solution to help you carry out this important task. Your compliance staff will have better analytics and reporting and enhanced risk mitigation. You will spend less time and fewer resources certifying managers—all in......
The NetX360® platform is a comprehensive wealth management portal where advisors have a single point of access to manage their business, conduct research, perform transactions and support their clients' needs. We continually invest in the platform to remove the technology burden from you so you can focus on managing your business and......
Get client relationships off to a great start with NetX360® Client Onboarding solutions. Our straight through processing approach can help streamline processing and reduce Not in Good Order (NIGO) rates, increase funding percentages and deliver superior service to your new clients....
In today's fast-paced marketplace, advisors need to stay connected even when they're away from the office. NetX360® Mobile extends your NetX360 desktop experience to your mobile device. This intuitive app lets you conduct critical business operations on the go*. Designed for efficiency, it provides access to real-time data through workflows tailored for the mobile......
Investor expectations are changing. Today clients want instant access to information, plus sophisticated tools to manage their finances. Pershing's NetXInvestor® lets you provide clients a window into their financial world—and keep them connected with you online. It combines an elegant and intuitive investment solution with exceptional flexibility to configure our platform to your......
Empower your investors to conduct business and view their accounts anywhere, anytime from a tablet or smartphone with our NetXInvestor Mobile app....
According to a recent study, moving to a fully-integrated technology environment could free up more than a month of time for each of your team members every year. That means you could spend fewer resources on operations—and free your staff to focus on acquisition and prospecting instead.* Our flexible architecture enables......
Powered by Actimize. Albridge Sales Practice Monitoring allows your firm to monitor transactions and accounts at either the branch or advisor level and document compliance comments or actions. Your firm can support increased sales activity levels without increasing compliance staff. This is through automated identification of regulatory hot spots and red flag......