Pershing LLC

Pershing Managed Investments provides introducing broker-dealer firms, investment professionals and independent registered investment advisors with access to a comprehensive suite of managed account solutions and services. It encompasses all of the fee-based advisory services available through the Pershing platform, including Lockwood's turnkey and customized managed account offerings and industry-leading solutions from third-parties via Pershing’s Managed Account Network and Managed Account Direct platforms.

FolioDynamix

With offices in New York and Sacramento, FolioDynamix is changing the way sponsors, managers and advisors conduct business, efficiently and productively, in wealth management.  FolioDynamix offers the only seamless, scalable singular solution for any fee-based product across the entire lifecycle of the account.  With daily oversight of more than 5 million accounts, FolioDynamix is recognized as the industry’s leader for wealth servicing innovation, platform technology modernization, as well as the s

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