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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

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Animesh  S.
AS
Animesh S.
System Engineer in Tata Consultancy Services
11/29/2022
Validated Reviewer
Review source: G2 invite
Incentivized Review

The best B2B financial solution application.

Pershing's user interface is easy to adjust to your needs, which is one of my favorite features. It allows you to keep track of all client activity, holdings, client profiles, and scanned documents on a single interface.
Arpit B.
AB
Arpit B.
Full-Stack Developer | 2X AWS certified | SDE II at EPAM Systems
08/23/2022
Validated Reviewer
Review source: G2 invite
Incentivized Review

Pershing Financial Services best broker for trades

Pershing Financial Services has a very good layout where we can switch between the tabs like activity, trades, holding client profile and document scanning, also we can see the full picture of the client.
Verified User in Consumer Services
CC
Verified User in Consumer Services
07/25/2022
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Review source: G2 invite
Incentivized Review

Pershing Financial Services review and recommendation

The best thing about Pershing Financial services CRM tool is that it provides a good platform for investment professionals and at the same time for business as well.

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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
Website
pershing.com