Wealth management professionals are spending too much time and energy trying to navigate the very solutions that were meant to make their jobs easier. We intend to end that.
It's about time.
At Pershing X, we’re building an interconnected suite of financial applications that will respond to your most challenging needs, so that you can spend more time focusing on helping your clients thrive.
We’re tearing down walls in favor of raising something greater – a game-changing financial platform that reflects the vision you have for your business and your clients, and respects the effort and enthusiasm you put into your work.
Enter data one time
Seamless interoperability allows information and data to flow seamlessly from app to app, so data only has to be entered once, in one place.
Leverage one process for all
An intuitive experience with a consistent design across all applications, so you don’t have to keep learning each app from scratch.
Rely on trusted data and reports
A suite of applications that makes it easy to reconcile and manage data – where you can access complete dashboards and accurate reports.
Introduce new investments
A platform that was built to scale with your needs, so you can get easy acess to direct indexing, ESG, crypto assets and more.
Freedom to help more clients and deepen relationships.
We’re tearing down walls in favor of raising something greater – a game-changing financial platform that reflects the vision you have for your business and your clients and respects the effort and enthusiasm you put into your work.
Backed by the scalability of BNY Mellon, and driven by our team of relentless doers, we’re pushing the boundaries of what was, until now – impossible. It will be incredibly hard, extraordinarily rewarding and seriously exciting. Interested?
There's a lack of connectivity and interoperability in the market. What Pershing X is setting out to do is to solve that problem. No one has cracked the code yet. But we will.
– Ainslie Simmonds, President, Pershing X
What role will you play in the future of fintech?
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