Going Digital: One Critical Tech Tool Driving Wealth Management Growth

AUG 19, 2021

BNY MELLON'S PERSHING

Investor expectations are changing. They expect access to information and sophisticated tools to manage their finances.

As a result, they are leveraging technology for a more personalized, relevant and collaborative relationship with their advisors. Going digital is no longer a luxury but a requirement for wealth management success moving forward. Download this article to learn the critical tools needed to go digital and drive growth.

Going Digital: One Critical Tech Tool Driving Wealth Management Growth

Investor expectations are changing. They expect access to information and sophisticated tools to manage their finances. As a result, going digital is no longer a luxury but a requirement for wealth management success.

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BNY Mellon's Pershing

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 offices worldwide, Pershing provides business-to-business solutions to clients representing approximately 7 million investor accounts globally. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company.

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Going Digital: One Critical Tech Tool Driving Wealth Management Growth