Partners

BNY Mellon’s Pershing and its affiliates provide a comprehensive network of global financial business solutions to advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody; investment, wealth and retirement solutions; technology and enterprise data management; trading services; prime brokerage and business consulting. Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation. With a network of 23 offices worldwide, Pershing provides business-to-business solutions to clients representing more than 7 million investor accounts globally. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company.

The Black Diamond® Wealth Platform is one of SS&C Advent’s leading investment and financial technology solutions delivering wealth management capabilities to more than 1,500 financial institutions with over $1 trillion in AUM. This holistic cloud-based platform features a clean, forward-thinking design, smart integrations, a powerful suite of thoughtful tools and exceptional service, making it easy for advisory firms to offer their end investors a sophisticated, modern client experience.

Fidelity Clearing and Custody Solutions (FCCS) provides a comprehensive clearing & custody platform, brokerage services, trading capabilities & practice management & consulting to registered investment advisors, including strategic acquirers & professional asset managers, retirement recordkeepers, broker-dealer firms, bank & insurance companies. FCCS’ goal is to help ensure clients that they’ll be future-ready by offering knowledgeable consulting, exceptional people & transformative technology.