Best-in-class clearing services
through Pershing, LLC

With SagePoint, your client accounts are held by Pershing, LLC (unless funds are held by a third party provider). Pershing has been a leading global provider of financial business solutions for 70 years, and was named the #1 clearing house in the industry in 2008, by Investment News. In addition to SIPC protection, accounts held at Pershing have coverage in excess of SIPC limits through Lloyd’s of London. Pershing’s parent company, the Bank of New York Mellon has $22.1 trillion in assets under custody or administration and $966 billion under management. (as reported 1/2010)

Our relationship with Pershing offers you access to NetX360, Pershing’s revolutionary technology platform providing the tools needed to manage clients’ accounts, deliver first-rate service, and develop new sales and revenue opportunities. NetX360 offers one complete solution to efficiently manage your entire business, whether commission or fee-based.