Seamless interoperability allows information and data to flow seamlessly from app to app, so data only has to be entered once, in one place.
Own your time.
Focus on your clients.
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.
Unprecedented
From financial analysis to portfolio management, our interoperable and multi-custodial platform is designed to give you scale thanks to financial applications working together — seamlessly.
Unleashed
When data flows simply and securely within the financial applications you use every day, you’re free to work the way you want — untethered, unhindered and unencumbered.
Unstoppable
With a truly unified and intuitive experience, there’s nothing getting in the way of the success you were meant to achieve — for you and your clients.
Innovation is happening at Pershing X. Stay in the loop.
Enter data one time
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.
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?
Senior Specialist, User Experience – Senior Product Designer>> Performs and provides guidance and technical expertise for the most complex user experience activities that include user research and testing, interactive design, and visual design...
The Specialist Quality Engineer will not only inject Quality at each and every layer of the application & every step of the SDLC but also help solve some of the most complex automation challenges that impact a several business areas...
Product Management - Works independently to manage a range of moderately complex products from development to sales and delivery. Products can be domestic, regional, or global in nature...
Leads product management, development and strategy for significantly large and/or complex products of strategic importance. Role is not always tied to a specific product...
Pershing X
What are we up to?
At Pershing X, the day starts with a blank page and ends with a masterpiece of ideas and insights. Here are just a few of our thoughts, captured and cleaned up for your benefit.
Insights & News
Podcast
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