Welcome to Marketing Center

Marketing Center is your destination for professional marketing and practice management materials, including advisor programs, marketing technologies, events, thought leadership and access to a suite of Pershing’s product and solutions tools and collateral.

Marketing Center’s library contains approximately 2,000 marketing assets and operational forms you can browse, download, customize and order.

Content and Navigation › Marketing and Practice Management—Marketing and Practice Management resources to help advisors manage and grow their business include:

- About Pershing—Materials you can share with clients about Pershing, our latest facts and figures and how we support your firm.

- Advisor Programs—Step-by-step guidance—including dynamic tools and diagnostics—to support your business development goals and address your business management concerns.

- Customization—Extend your brand by using our online customization tools that will apply branding and personalization to your print and digital communications.

- High-Net-Worth Resources—Valuable tools to support you throughout each phase of a HNW client’s wealth journey.

- Preferred Solutions Providers—Leverage our network of marketing professionals for access to the tools and solutions you need to help grow your business.

- Retirement Resources—One-stop site for resources to help you tackle IRAs, rollovers and employer-sponsored plan business, including productivity enhancements.

- Samples and Templates—Templates supporting your marketing plans and day-to-day business operations.

› Education Centers—Timely information and resources supporting industry-focused topics and themes, such as:

- Data Protection and Privacy

- Department of Labor

- e-Delivery

- Tax Reporting

› Perspectives—Commentary and actionable insights that can help manage advisors’ business more efficiently and serve clients more effectively.

› Solutions—An overview of Pershing’s solutions ranging from annuities and lending, to philanthropic and retirement solutions.

› Events—Information and access to Pershing’s world-class events and ongoing education through our webcast series.

› Forms—A library of Pershing’s operational forms, applications and agreements.

Features and Functions

› Customization

- Many investor-facing materials are available to customize in Marketing Center.

- Built-in functions allow your firm or advisors to easily customize and brand marketing materials, including:

• Corporate and personal contact information

• Logo and disclosures

• Image and color theme libraries

- PDF proofing and download or order printed supplies.

- The ability to request native files/copyright.

- Request to use Pershing’s name, logo or content.

› Online Ordering

- Easily order materials to support your business, using the add to cart button.

- Hundreds of materials available to order at no extra charge to your firm.

2018 Pershing LLC. Pershing LLC, member FINRA, NYSE, SIPC, is a wholly owned subsidiary of The Bank of New York Mellon Corporation (BNY Mellon). Trademark(s) belong to their respective owners. For professional use only. Not for distribution to the public.

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