Pershing LLC

Customer Service
Our operations team values your time. We understand that having an efficient clearing and settlement process is crucial to your satisfaction with our service.

Seamless Interface
We will adopt any electronic systems that are necessary for us to develop a seamless electronic interface with your organization. As many of our clients are multi-fund asset managers, we currently have Alert and Oasys, in-house, to facilitate and streamline customer allocations and trade processing among multiple accounts. If you use any other systems, let us know.