Pershing - INSART

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Pershing

Analytics, Annuities, College Planning, Custodial Platforms, Custodian, Financial Planning, Health Insurance, Investment Research, Lending, Portfolio Accounting, Portfolio Management, Portfolio Reporting, Retirement Planning, Trading

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Products / Services
Integrations
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About

BNY Mellon’s Pershing and its affiliates provide global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers. Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation. With a network of 23 offices worldwide, Pershing provides business-to-business solutions to clients representing more than 6 million investor accounts globally.

Contacts

https://www.pershing.com/

https://www.facebook.com/bnymellonpershing

https://www.linkedin.com/company/bnymellonpershing/

https://twitter.com/pershing

Products / Services

Clearing, Custody and Settlement
Alternative Investment
Annuity and Insurance
Cash Management
Education and Health Savings
Lending
Reporting
Analytics
Managed Account Solutions
Marketing and Practice Management
Prime Services
Retirement Solutions
Technology and Enterprise Data Management
Trading Services
Wealth Solutions

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 26

Partnership: 0

FinFolio

Billing, Portfolio Accounting, Portfolio Reporting, Rebalancing, Trading

FinFolio makes portfolio management software for investment advisors and professional wealth managers. Report, rebalance, trade, bill and host mobile-ready client...

Integrations: 25

Partnership: 0

Portfolio Pathway

Billing, Portfolio Reporting, Rebalancing, Tax Planning, Trading

Portfolio Pathway is a robust wealth management platform. Our origins started from a cloud-based portfolio management system, but have evolved...

Integrations: 26

Partnership: 0

Envestnet | Tamarac

Billing, CRM, Portfolio Management, Portfolio Reporting, Rebalancing, Trading

Envestnet | Tamarac, a division of Envestnet, Inc. (NYSE: ENV), is a leading provider of integrated, web-based portfolio rebalancing, performance...

Integrations: 6

Partnership: 0

Jemstep

Analytics, Portfolio Management, Security

We team with banks and other financial services firms to bring a superior digital investing experience to life for their...

Integrations: 20

Partnership: 0

BlazePortfolio

Rebalancing, Risk Profiling, TAMP, Trading

Blaze Portfolio provides trade order management and portfolio rebalancing for investment professionals. Our Software-as-a-Service (SaaS) platform empowers clients with scalable...

Integrations: 15

Partnership: 0

Capitect

Account Aggregation, Billing, Portfolio Management, Portfolio Reporting, Rebalancing

Founded by a successful advisor, the Capitect platform provides a technology solution to streamline the portfolio construction and rebalancing process...

Integrations: 6

Partnership: 3

Emotomy

Automation, Investment Research, Portfolio Management, Rebalancing, Trading

Emotomy is an institutional-caliber digital investment platform that lets financial advisors easily personalize and brand their advice — at scale....

Integrations: 12

Partnership: 0

AdvisorEngine

Billing, CRM, Financial Planning, Portfolio Management, Portfolio Reporting, Rebalancing, Trading

AdvisorEngine is a digital platform to supercharge advisor growth. A pioneer in digital wealth management technology, AdvisorEngine was the first...

Integrations: 22

Partnership: 0

Advisors Assistant

CRM

Advisors Assistant is a contact management, CRM, portfolio management and insurance tracking application designed to allow registered representatives, insurance agents,...

Integrations: 42

Partnership: 0

Black Diamond | Advent | SS&C

Billing, Portfolio Management, Portfolio Reporting, Rebalancing, Tax Planning

The Black Diamond Platform is an award-winning portfolio management system and client reporting solution for financial advisors and wealth managers....

Integrations: 31

Partnership: 0

CircleBlack

Billing, Portfolio Reporting, Rebalancing, Retirement Planning

CircleBlack is a wealth management platform that gives a complete financial overview of your client’s portfolio in one simple-to-access location....

Integrations: 11

Partnership: 0

FIX Flyer

Portfolio Management, Rebalancing, Trading

With over 120 clients worldwide, FIX Flyer develops advanced technology for managing complex, multi–asset, institutional securities trading using highly scalable...

Integrations: 7

Partnership: 0

iRebal | TD Ameritrade

Rebalancing, Tax Planning, Trading

iRebal®, the intelligent rebalancer, is a customizable, rule-based program designed to reduce the legwork in complex investment management and rebalancing...

Integrations: 16

Partnership: 0

Morningstar Office

Portfolio Management

Morningstar Office helps advisors consolidate and improve their everyday routine by bringing together all aspects of an advisor's practice to...

Integrations: 62

Partnership: 0

Orion Advisor Services

Billing, Financial Planning, Portfolio Management, Portfolio Reporting, Rebalancing, TAMP, Trading

Orion Advisor Solutions offers a personalized financial management continuum, including best-in-class advisor technology and investment solutions to help fiduciary-minded advisors...

Integrations: 43

Partnership: 0

Practifi

Analytics, Broker-Dealer Platforms, CRM, Marketing

Powered by Salesforce Lightning, Practifi's industry specific business management platform provides the ecosystem and end-to-end support wealth management firms need...

Integrations: 23

Partnership: 0

RedBlack

Investment Research, Rebalancing, Trading

RedBlack is the independent market leader in investment management solutions for rebalancing, trading, order management, trade compliance and FIX integration....

Integrations: 79

Partnership: 0

Redtail Technology

CRM

Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation...

Integrations: 24

Partnership: 0

AdvisorPeak

Rebalancing, Trading

Designed to meet the real-world needs that advisors and institutions face, AdvisorPeak is the product of years of in-depth research...

Integrations: 25

Partnership: 0

Totum Risk

Portfolio Reporting, Risk Profiling, TAMP

Totum Risk is a multi dimensional risk tolerance questionnaire and toolkit that helps financial advisors understand how much risk their...

Integrations: 38

Partnership: 0

Riskalyze

Analytics, Portfolio Management, Proposal Generation, Rebalancing, Risk Profiling, TAMP, Trading

Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform and empowers advisors...

Partnership

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