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Pershing a BNY Mellon

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58 reviews
  • 1 profiles
  • 2 categories
Average star rating
4.2
Serving customers since
1939
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Pershing a BNY Mellon Reviews

Review Filters
Profile Name
Star Rating
28
24
6
0
0
Brooke B.
BB
Brooke B.
Associate Advisor at Strategic Alliance Financial Advisors, Inc.
04/26/2023
Validated Reviewer
Review source: G2 invite
Incentivized Review

Good trading platform

I like how easy it is to view client account activity.
LR
Lonell R.
03/27/2023
Validated Reviewer
Review source: Organic

Community Sales Advisor

What I like best for Net360 is the platform and the services offered to be able to get work done more quickly and precisely at all times. The software also helps me maintain my work load on a daily basis.
Verified User in Financial Services
UF
Verified User in Financial Services
12/22/2022
Validated Reviewer
Verified Current User
Review source: G2 invite
Incentivized Review

I don't find it intuitive, but can be very functional

As your comfort level grows, it seems less daunting...but it takes time.

About

Contact

HQ Location:
Jersey City, New Jersey

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@Pershing

What is Pershing a BNY Mellon?

Pershing LLC, a subsidiary of BNY Mellon, stands out as a leading global provider of financial business solutions to a diverse spectrum of clients, including banks, broker-dealers, registered investment advisor firms, and wealth managers. Established in 1939, Pershing has grown to serve clients in over 60 countries, helping them to optimally manage and grow their financial operations. Pershing offers a robust suite of services that includes trading, custody, brokerage, and investment services, among others.This firm is highly regarded for its commitment to reliability and innovation, providing cutting-edge technology platforms that integrate trading, investment, and data management tools tailored to the unique needs of its clients. Pershing’s dedication to enhancing the operations of financial professionals allows them to better serve their customers while effectively managing risk and regulatory compliance.

Details

Year Founded
1939