BNY Mellon Pershing

Pershing X and Conquest Planning Working Together To Increase Financial Planning Efficiency

Pershing X, a technology provider and new business unit of BNY Mellon | Pershing, and Conquest Planning (Conquest), a financial planning technology start-up, have announced they will work together to integrate Conquest's financial planning application into the Pershing X platform. Advisors will benefit from a personalized experience, delivered through a combination of artificial intelligence (AI), powerful analytics, and real-time client collaboration.

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