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Pershing






Pershing’s acquisition of Optimal Asset Management will expand the Pershing XSM offering to include direct indexing.








Introducing the New
Pershing X President

We’re thrilled to share that Ainslie Simmonds has joined BNY Mellon’s Pershing as President of Pershing X. She will also join Pershing’s Executive Committee. 
Learn more about Pershing X.





The Challenge

Advisors manage their days through a patchwork of multiple third-party vendors and in-house solutions, making it difficult to focus on what matters most—clients.

Taking Action

Pershing X’s mission is to deliver a consumer-grade, all-in-one set of advisory capabilities that are fully integrated with Pershing’s clearing and custody services, so advisors can create exceptional experiences for their clients.

Who We Help

This new experience will be available to Pershing’s Wealth Solutions clients, including broker-dealers, registered investment advisors (RIAs), and trust companies. We’ll also incorporate capabilities from BNY Mellon’s Wealth Management and Investment Management in the platform so clients can access solutions from across the enterprise.

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