www.pershing.com Open in urlscan Pro
2600:9000:206f:ce00:17:a705:100:93a1  Public Scan

Form analysis
2 forms found in the DOM

GET /search/

<form class="form-inline" role="form" method="get" action="/search/">
  <div class="form-group">
    <div class="input-group">
      <input type="search" name="q" class="form-control" autocomplete="off" placeholder="Search">
      <div class="input-group-addon">
        <button type="submit" class="btn btn-link icon--search"></button>
      </div>
    </div>
  </div>
</form>

GET /search/

<form class="form-inline" role="form" method="get" action="/search/">
  <div class="form-group">
    <div class="input-group">
      <input type="text" name="q" class="form-control" autocomplete="off" placeholder="Search">
      <div class="input-group-addon">
        <button type="submit" class="btn btn-primary">Go</button>
      </div>
    </div>
  </div>
</form>

Text Content

 * United States
   * Global Sites
   * United States
   * Europe, Middle East & Africa
   * 
   * Global Locations
   * All Locations
   * The Americas
   * Europe, Middle East & Africa
   * Asia Pacific

 * What We Provide
   * Albridge Data and Reporting Solutions
   * Clearing, Custody and Settlement
   * Investment Solutions
   * Managed Account Solutions
   * Marketing and Practice Management
   * Prime Services
   * Retirement Solutions
   * Technology and Integration Solutions
   * Trading Services
   * Events
   * The revolutionary platform and complete solution for advisors
 * Who We Serve
   * Advisors in Transition
   * Alternative Investment Managers
   * Asset Managers
   * Institutional Firms
   * Investors
   * Registered Investment Advisors (RIAs)
   * Trust Companies and Private Banks
   * Wealth Management Firms
 * Perspectives

 * * 
 * About
   * Pershing at a Glance
   * Our Businesses
   * Management Team
   * History
   * Awards
   * Diversity, Equity and Inclusion
   * Corporate Social Responsibility
   * Careers
 * News
   * Newsroom
   * Press Releases
   * Company News
   * Press Coverage
 * Contact
 * Contact
 * Go

 1. Home
 2. What We Provide
 3. Albridge Data and Reporting Solutions




ALBRIDGE DATA AND REPORTING SOLUTIONS

MANAGE YOUR BUSINESS, NOT YOUR DATA

Albridge Data and Reporting Solutions consolidate data from hundreds of sources
both custodied and non-custodied to provide a holistic view of assets – and rich
insights for you and your clients. Our solutions are guided by a relentless
pursuit in data quality, setting new standards in transparency and benchmarking.
And it powers our dynamic reporting experience to help bring client portfolio
data to life.

Contact Us




ALBRIDGE WEALTH REPORTING® AND INSIGHTS

Leverage flexible and easy-to-use digital wealth reporting tools to help
advisors collaborate with their clients and deepen relationships.

Learn More


ALBRIDGE DATA AGGREGATION

Gain a holistic view of each client’s portfolio, including held-away assets.
Access reliable, high-quality data from hundreds of sources as the foundation
for building stronger client relationships.

Learn More


ALBRIDGE DATA DELIVERY

Improve efficiency with secure delivery of enterprise-consolidated, normalized
and high-quality data from multiple custodial and third-party systems.

Learn More


ALBRIDGE INTEGRATION SOLUTIONS

Connect client account data to your own proprietary systems or third-party
applications to streamline workflows and create improved digital experiences.

Learn More


DOCUMENT MANAGEMENT AND WORKFLOWS

Increase operational efficiency and help address compliance needs with our
customizable, SEC 17a-4-compliant storage solution.

Learn More

Albridge Solutions, Inc. is a technology provider and affiliate of Pershing LLC



WHAT WE PROVIDE

 * Albridge Data and Reporting Solutions
 * Clearing, Custody and Settlement
 * Investment Solutions
 * Managed Account Solutions
 * Marketing and Practice Management
 * Prime Services
 * Retirement Solutions
 * Technology and Integration Solutions
 * Trading Services
 * Events

WHO WE SERVE

 * Advisors in Transition
 * Alternative Investment Managers
 * Asset Managers
 * Institutional Firms
 * Investors
 * Registered Investment Advisors (RIAs)
 * Trust Companies and Private Banks
 * Wealth Management Firms

CONTACT INFORMATION

 * Information for Investors
 * Account Balance Inquiries (201) 413-3333


 * Worldwide Headquarters
 * One Pershing Plaza
 * Jersey City, NJ 07302



--------------------------------------------------------------------------------

© 2022 Pershing LLC. All rights reserved. Trademarks belong to their respective
owners. This site provides information for investment professionals. It is not
intended for use by the general public. Brokerage custody provided by Pershing
LLC, member FINRA , NYSE , SIPC , a BNY Mellon company. Brokerage services may
be provided by Pershing Advisor Solutions LLC, member FINRA, SIPC. Bank custody
provided by BNY Mellon, N.A, member FDIC. Affiliated advisory services, if
offered, provided by Lockwood Advisors, Inc., an investment adviser registered
in the United States under the Investment Advisers Act of 1940. Technology
services may be provided by Albridge Solutions, Inc.

 1. Business Continuity & Other Disclosures
 2. Statement of Financial Condition
 3. Money Market Mutual Fund & FDIC-Insured Deposits Program Rates & Bank Lists
 4. Privacy Statement
 5. Site Map
 6. Cookie Policy
 7. Manage Cookies



.


YOUR PRIVACY

We use cookies to retrieve and store information about you, your browser, device
and preferences. Some cookies are necessary and are used to make our website
work. We would also like to set optional cookies to help us operate and improve
our website, carry out analytics, provide you with a more personalized
experience, including customized services and advertisements, and allow you to
share information available on our website with the persons you know. We will
not set optional cookies unless you give your consent to enable them. You can
choose to enable optional cookies via this banner, which will set a necessary
cookie on your device to remember your preferences. Blocking optional cookies
may impact your experience of the website and mean that certain features are not
available to you. Learn more about our cookies and how to manage your
preferences in our Cookie Notice

Our Third Party cookie providers
Manage Cookies Refuse All Cookies Accept All Cookies



PRIVACY PREFERENCE CENTER

When you visit this website, we may store or retrieve information on your
browser, mostly in the form of cookies. This information might be about you,
your preferences or your device and is mostly used to make the site work as you
expect it to, to help provide and improve our websites, carry out analytics,
provide customized services or advertisements and allow you to share information
with the persons you know. The information does not usually directly identify
you, but we use it in order to give you a more personalized web experience.
Because we respect your right to privacy, we only use cookies with your consent,
except for strictly necessary cookies. Click on the different category headings
below to find out more and change our default settings. However, blocking some
types of cookies may impact your experience of the site and certain services or
features may not be available to you. For more information about the cookies we
use, please read our Cookie Notice. You can manage your preferences using the
preference center below and accept or reject all or certain cookies. You have
the right to withdraw your consent at any time, by using the “Manage Cookie”
link available from each page of this website.
Cookie Notice
Accept All Cookies


MANAGE CONSENT PREFERENCES

STRICTLY NECESSARY

Always Active

These Cookies are essential and help support security and basic functionality,
as they enable you to move around the Websites and use their features, such as
accessing secure areas. Without these Cookies, services you've asked for (such
as internet banking) can't be provided. These Cookies don't gather information
about you that could be used for marketing or remembering where you've been on
the internet. These Cookies can be disabled through your browser or device
settings but to do so would prevent our Websites from working properly, e.g. we
cannot guarantee the security during your visit.

Cookies Details‎‎

FIRST PARTY

First Party

 * FIRST PARTY PERFORMANCE
   
   Switch Label
   
   These Cookies collect information about how you use our Websites, for example
   which pages you go to most often and if you get error messages from certain
   pages. These Cookies enable us to count visits and traffic sources so we can
   improve our website and its features but don't gather information that
   identifies you, as information collected by these Cookies is aggregated.
   Performance Cookies are not used to target you with online advertising. You
   can disable them, but then we will be unable to see how our Websites are
   performing and make relevant improvements to enhance your browsing
   experience.

 * FIRST PARTY FUNCTIONAL
   
   Switch Label
   
   These Cookies allow the Websites to remember choices you make (such as
   entering your user name, selecting your language or the region you're in) and
   tailor the Websites to provide enhanced features and content for you. For
   example, they can be used to remember certain log-in details and changes
   you've made to text size, font and other parts of pages that you can
   customize. They may also be used to provide services you've requested like
   watching a video or commenting on a blog. These Cookies may also be used to
   ensure that our services and communications are relevant to you. The
   information collected by these Cookies cannot track your browsing activity on
   the internet. Without these Cookies, our Websites cannot remember choices you
   have previously made to personalize your browsing experience, meaning you
   would have to reset these for every visit to our Websites. In addition, some
   functionality will not be available if this type of Cookie is disabled.

 * FIRST PARTY TARGETING
   
   Switch Label
   
   We set these Cookies to gather information about your browsing habits, for
   example the cookies may remember that you've visited a particular website.
   This is to provide you with tailored online advertisements that are more
   relevant to you and your interests. These cookies may be set on our website
   to build a profile of your interests and show you relevant adverts on other
   websites. Although these Cookies can track your visits to other websites,
   they don't usually know who you are. If these Cookies are disabled, online
   advertisements will be less relevant to you and your interests.

Cookies Details‎‎

THIRD PARTY

Third Party

 * THIRD PARTY PERFORMANCE
   
   Switch Label
   
   These cookies come from third-party organizations with which BNY Mellon
   partners and are used to collect information about how you use our websites,
   for example which pages you go to most often and if you get error messages
   from certain pages. These Cookies count visits and traffic sources to improve
   websites and features but do not usually gather information that identifies
   you, as information collected by these Cookies is usually aggregated.
   Performance Cookies are not used to target you with online advertising. You
   can disable them, but this will impact our ability to make relevant
   improvements to enhance your browsing experience.

 * THIRD PARTY FUNCTIONAL
   
   Switch Label
   
   These cookies come from third-party organizations with which BNY Mellon
   partners and allow websites to remember choices you make, such as entering
   your user name, selecting your language or the region you're in, and tailor
   the websites to provide enhanced features and content for you. For example,
   they can be used to remember certain log-in details and changes made to text
   size, font and other parts of pages that you can customize. They may also be
   used to provide services you've requested like watching a video or commenting
   on a blog. Without these Cookies, our websites cannot remember choices you
   have previously made to personalize your browsing experience, meaning you
   would have to reset these for every visit to our websites. In addition, some
   functionality will not be available if this type of Cookie is disabled.

 * THIRD PARTY TARGETING
   
   Switch Label
   
   These cookies come from third-party organizations with which BNY Mellon
   partners, including social media providers, and gather information about your
   browsing habits, for example the cookies may remember that you've visited a
   particular website. This enables third parties to provide you with tailored
   online advertisements that are more relevant to you and your interests. These
   cookies may be set on our website by third parties to build a profile of your
   interests and show you relevant adverts on other websites. If these cookies
   are disabled, third party advertisements will be less relevant to you and
   your interests. We do not set these cookies and cannot control their
   settings. You can choose to enable these cookies using the options below.

Cookies Details‎‎
Back Button


BACK



Search Icon
Filter Icon

Clear
checkbox label label
Apply Cancel
Consent Leg.Interest
checkbox label label
checkbox label label
checkbox label label

 * 
   
   View Cookies
   
    * Name
      cookie name

Refuse All Cookies Confirm My Choices