Your Firm, Your Way
As a leading custodian for elite advisory firms,
BNY’s Pershing helps RIA clients choose what’s
best for their businesses and their clients,
supporting them as they grow, protect, leverage
and transfer wealth.
Flexibility Is the Capability
As part of the world’s largest custodial bank, we
offer clients exclusive access to extensive global
resources and a comprehensive suite of
innovative wealth solutions. Our broad spectrum
of products and solutions—delivered via an
integrated technology platform—feature in
-demand, carefully vetted fintech offerings that
help RIAs like you build a truly unique client
experience.
High-Touch Service
A dedicated service team, from onboarding
through the entire relationship, allows you to
focus on what matters most: your clients. As a
purely business-to-business provider for RIAs,
we provide an unconflicted business model that
offers access to the best people and practices
across our enterprise, all dedicated to our
clients’ success.