Advanced financial planning capabilities are coming to the Pershing X platform, according to a recent announcement. The technology provider is working with financial planning start-up Conquest Planning to build a new solution for advisors, as they create powerful, bespoke planning experiences for their clients in the coming year.
The collaboration ultimately combines personalized goals- and cash flow-based planning into an innovative, time-saving interface, designed to help end-clients achieve their financial objectives. The integrated planning capabilities bolster Pershing X’s top-tier reporting and data aggregation capabilities, supporting advisors in all aspects of their practices.
“We are committed to our clients first,” said Jim Crowley, CEO of BNY Mellon | Pershing. “This collaboration will help us commercialize the Pershing X platform to the broadest community of advisors.”
