This research will save your team weeks in determining if Pershing is a prospective custodian for your firm.
This report contains deep analysis of the custodian platform, including:
- Investment Options
- Client Portal Experience
- Advisor Portal Experience
- Trading and Rebalancing
- Service Levels
- Integration Observations
- Artificial Intelligence
- and Additional Observations
The observations in this report are a result of the 219 criteria evaluated in our questionnaire, demonstrations of the platform, and interviews with current customers of the custodian.