SMArtX’s direct integration with the BNY Mellon | Pershing custodian platform streamlines portfolio management for advisors and wealth managers. By linking account, trading, and reporting data in real time, you can eliminate manual processes and operate more efficiently. SMArtX gives you the freedom to leverage multiple strategies in a single account, elevating your Pershing account management capabilities without adding time to your day.
SMArtX x BNY Mellon | Pershing
By integrating your BNY Mellon | Pershing client accounts into the SMArtX unified account management (UMA) platform, you benefit from a range of strategic investment features in a single interface. Account opening, trade execution, and reconciliation flow seamlessly between Pershing and SMArtX.
Advisors leverage the BNY Mellon | Pershing platform for hyper-personalization based on individual user profiles, data-driven insights from machine-learning models, and access to alternative investments. SMArtX lets you retain these features while delivering faster client service and more efficient portfolio management.
Support for Small- and Large-Scale Advisors
Whether your organization manages 10 investment accounts or 1,000, SMArtX supports seamless functionality for Pershing clients. Pershing’s integration with SMArtX supports large-scale advisor practices that require sophisticated custody solutions without sacrificing trading efficiency.
Avoid logging in to multiple custodial accounts to manage trades and track performance. SMArtX lets you manage Pershing accounts alongside Schwab, Fidelity, Goldman Sachs, and other portfolios in a unified platform for seamless account oversight. You gain more time to focus on clients, knowing that their custodial information is always up to date, accurate, and accessible via the SMArtX interface.
Learn more about SMArtX integrations with Pershing today by requesting a demo.
