Tools & Technology
We offer our clients the tools and technology you need to remain engaged with your financial consultant and stay on top of your investment portfolio. Our platform is fully accessible from anywhere, giving you self-service access to important information like research, your financial plan, electronic documents like statements and up-to-date performance on your investments.
For trade processing, settlement services and operational support, we use
Pershing LLC, a BNY Mellon Company. For 75 years, Pershing has been a
leading global provider of financial business solutions, currently servicing
many of the world’s most respected financial institutions, maintaining
custody of more than $1.5 trillion in client assets. BNY Mellon has over
$26 trillion in assets under custody and administration and is one of the highest rated banks in the country. Pershing is a member of SIPC and also offers coverage in excess of SIPC limits.
Figures current as of December 2014.