BNY Mellon’s Pershing is a leading provider of clearing and custody services. We are uniquely positioned to help complex financial services firms transform their businesses, drive growth, maximize efficiency, and manage risk and regulation.
Wealth management and institutional firms outsource to us trading and settlement services, investment solutions, bank and brokerage custody, middle- and back- office support, data insights and business consulting.
Pershing brings together high-touch service, an open digital platform and the BNY Mellon enterprise to deliver a differentiated experience for every client. For more information, please visit pershing.com.
Docupace has integrated with Pershing for New Account Opening to provide advisors with a universal account opening experience.
Integration Benefits:
Pershing and Docupace are not affiliated in any manner. Each company is solely responsible for the performance of its separate obligations and not liable for the acts or omission of the other party in the performance of such services.
Docupace has integrated with BNY/Mellon – Pershing to provide advisors and their firm with daily or weekly transaction detail on:
These standard files are imported automatically into Docupace’s Compensation Management or Surveillance and Compliance products for a streamlined reporting and monitoring experience
Integration Benefits for Docupace Compensation Management:
Our easily customized and rules-based compensation product takes away compensation frustration and allows your firm to grow by:
Integration Benefits for Docupace Surveillance and Compliance:
Our rules-based, alert-driven auditing and compliance solution gives your risk & compliance management team confidence by:
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