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September 02, 2015 5:54 PM ET

Capital Markets

Company Overview of Pershing LLC

Company Overview

Pershing LLC provides technology, operational, trading, investment, and practice management solutions to help financial services firms and advisors. It develops communications and data processing systems to provide financial organizations with control and access to information, including trade/order processing browse and corrections; customized compliance analysis and reporting; new account openings and changes; client information, including activity, positions, and balances; dial-up and Internet-accessible brokerage workstation; reorganization and ACAT status; commission and bond calculators; bond order entry system; real-time market data; and interactive voice response services. It also of...

One Pershing Plaza

10th Floor

Jersey City, NJ 07399

United States

Founded in 1939





Key Executives for Pershing LLC

Chief Executive Officer
Chief Financial Officer
Chief Operating Officer
Member of Executive Committee and Chief Executive Officer of Pershing Advisor Solutions LLC
Head of The Investment Services and Client Technology - BNY Mellon
Compensation as of Fiscal Year 2015.

Pershing LLC Key Developments

BTIG Llc Adds Pershing as Global Custodian

BTIG Llc announced that it has added Pershing Llc as a global custodian and clearing broker for BTIG's multi-custodial and clearing Prime Brokerage platform. With the new agreement, BTIG provides two custodian and clearing broker options, Pershing and Goldman Sachs execution & clearing L.P., for the firm's Prime Brokerage clients and their assets.

Pershing LLC Launches OpportunityView

Pershing LLC announced the launch of OpportunityView™, a new solution designed to help advisors and broker-dealers identify opportunities to increase returns for their clients. OpportunityView, which is available on Pershing's NetX360® platform, will use big data analytics to help advisors more easily determine how specific clients could benefit from a wide spectrum of investment products. The first generation of OpportunityView will help advisors identify fully paid securities lending (FPSL) strategies for qualified investors. Securities lending is a common strategy used by institutional or sophisticated investors to generate additional income in their portfolio by temporarily loaning securities to a financial institution. In the past, it has been a manual and time-consuming procedure. With OpportunityView, advisors can now automate and streamline the process in a single click. The innovative technology uses big data to equip advisors with account insights, locates the best securities lending opportunities on a daily basis and matches them for consideration against every position across all qualified clients. OpportunityView features intuitive visual and predictive capabilities that enable advisors to see and scan all opportunities, including hard-to-borrow securities. The solution also shows advisors the potential revenue that they can generate for their clients. By providing advisors with visualizations of all potential opportunities, it allows them to identify the positions that offer an attractive return rate for the investor. Investors who sign up to lend securities will receive a daily report from their advisors reviewing any activity and income. Since the program is completely integrated within NetX360, advisors can easily monitor the number of shares on loan as well as loan values by client, investment professional or office range. OpportunityView provides advisor FAQs, comprehensive product information and has been designed to facilitate easy sign up. Pershing plans to add other investment products to OpportunityView in the year ahead.

Pershing LLC Launches Managed360

Pershing LLC announced the launch of Managed360, an integrated managed account solution, available to Pershing clients and offered through Lockwood Advisors Inc.1 (Lockwood). Managed360 delivers a streamlined managed accounts experience, leveraging the power of Pershing's NetX360 platform, to provide a suite of tools, research and model portfolios designed to help advisors strategically scale their managed accounts business. Through Managed360, advisors can customize solutions to individual investors needs and generate robust proposals for either single or multiple products in minutes. In addition to time-saving proposal features, the platform offers a broad range of model portfolios and investment strategies available through Managed360, including: Separately managed accounts with more than 500 different strategies, from equity to fixed income and unique alternative strategies. Fixed mutual fund/ETF wrap, offering a series of multiple-style portfolios. Flexible mutual fund/ETF wrap, designed to provide the choice and flexibility in both portfolio construction and investment selection. Unified managed account, offering traditional asset classes and alternative investments through open-end mutual funds. A stable of model portfolios from select third-party model providers, giving access to a spectrum of wealth preservation, wealth accumulation and retirement mutual fund and ETF strategies.

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