According to Financial Simplicity, its solution will help Pershing to offer its clients with superior portfolio servicing and meet the increasing demands and expectations from both clients and regulators.
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Financial Simplicity’s portfolio management technologies have been integrated with Pershing’s execution, asset servicing and custody solutions.
Paul Bayliss, Director Adviser Solutions for Pershing, said, "Financial Simplicity’s offering helps us provide our clients with an integrated solution with portfolio management and compliance capabilities that many have only dreamed of.
"The overall solution really addresses the needs of our clients to simultaneously improve their client proposition, address regulatory concerns and improve business efficiency," Bayliss added.
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