BNY Mellon | Pershing
BNY Mellon’s Pershing is a leading provider of clearing and custody services. We are uniquely positioned to help complex financial services firms transform their businesses, drive growth, maximize efficiency, and manage risk and regulation.
Wealth management and institutional firms outsource to us trading and settlement services, investment solutions, bank and brokerage custody, middle- and back- office support, data insights and business consulting.
Pershing brings together high-touch service, an open digital platform and the BNY Mellon enterprise to deliver a differentiated experience for every client. For more information, please visit pershing.com.
Integration
Docupace has integrated with Pershing for New Account Opening to provide advisors with a universal account opening experience.
Integration Benefits:
- API Integration for New Account Opening which:
- Reduces duplicate data entry
- Reduces time to open new accounts
- Increases consistency in account opening processes
- Improves advisor experience
- Increases advisor and back office efficiency by:
- Reducing NIGO rates through automated data validations for both clearing and custody accounts
- Automating account number reservation and pre-population on forms prior to client signing.
- Supporting both Docusign and Signix electronic signatures
- Opening accounts with greater efficiency
- Centralizing system of record support for all documents
Pershing and Docupace are not affiliated in any manner. Each company is solely responsible for the performance of its separate obligations and not liable for the acts or omission of the other party in the performance of such services.