BNY Mellon’s Pershing Affiliate, Albridge Solutions to Host Perspectives 2010 Financial Solutions Client Conference

LAWRENCEVILLE, N.J., Nov. 4, 2010 /PRNewswire-FirstCall/ -- Albridge Solutions, an affiliate of Pershing LLC, a BNY Mellon company, will highlight technological advances in the wealth management industry at its Perspectives 2010 client conference.  The conference will be held in Baltimore, Maryland on November 4-5, 2010, and will feature innovative solutions designed to help investment professionals get the latest information on new products; the impact of technology on advisor productivity and investor experience; and the evolving relationship between emerging regulations and technology.  

Perspectives 2010 will feature dynamic presentations from respected industry leaders and technology experts, including:

• Chip Kispert, founder and managing partner, Beacon Strategies LLC, who will provide updates on the regulatory environment and how the new and revised rules potentially could transform certain business processes;
• Julie Littlechild, president, Advisor Impact, who will discuss innovative approaches to evaluating client satisfaction in a landscape where investor demographics are shifting;
• Patrick Foley, chief operating office of Questar Capital Corporation, who will talk about optimizing broker-dealer and advisor productivity, increasing efficiency and reducing expenses across the organization; and
• Jack Harmon, principal, Harmon Financial Advisors, LLC, who will discuss the use of scalable technology solutions to reduce manual processes and improve performance reporting, aggregation and practice management.

Conference attendees will be able to participate in a broad array of breakout sessions designed to expand their knowledge of client and performance reporting tools, business intelligence solutions, and data management to create efficiencies within their businesses and enhance their service offerings.  Discussions will include:

• AppLink:  Enhance the User Experience and Maximize Your ROI via Interoperability
• Albridge Wealth Reporting:  Unlock the Full Potential
• Enterprise Data Services:  Unleash the Power of Your Data
• Albridge Wealth Reporting and NetX360™ Integration
• Service and Data Quality

"Perspectives 2010 agenda is designed to give our customers a preview of Albridge's new capabilities and developments as well as industry trends," said Greg Pacholski, chief executive officer of Albridge Solutions. "We are confident our agenda will provide customers with insights to grow their businesses and enhance their client relationships."

Perspectives 2010 is expected to attract more than 100 attendees from a wide range of leading financial organizations.  It will be held at the Hyatt Regency Baltimore. For additional information and to register online, please visit www.albridge.com/clientconf/2010.

Albridge Solutions, an affiliate of Pershing LLC, is a leading provider of enterprise solutions, custom technology and business consulting services to institutional and retail financial organizations and independent registered investment advisors. Albridge draws upon its financial services experience and technology expertise to help financial organizations enhance their operating performance and maximize their productivity. Albridge's wealth management technology consolidates and reconciles client account information from hundreds of data sources that represent banking, brokerage, insurance, retirement, managed accounts and more.  Additional information is available at www.albridge.com.

Pershing LLC (member FINRA/NYSE/SIPC) is a leading global provider of financial business solutions to more than 1,150 institutional and retail financial organizations and independent registered investment advisors who collectively represent approximately five million active investors. Located in 21 offices worldwide, Pershing and its affiliates are committed to delivering dependable operational support, robust trading services, flexible technology, an expansive array of investment solutions, practice management support and service excellence. Pershing is a member of every major U.S. securities exchange and its international affiliates are members of the Deutsche Borse, the Irish Stock Exchange and the London Stock Exchange.  Pershing LLC is a BNY Mellon company.   Additional information is available at www.pershing.com.

BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets.  BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team.  It has $24.4 trillion in assets under custody and administration and $1.14 trillion in assets under management, services $12.0 trillion in outstanding debt and processes global payments averaging $1.6 trillion per day.  BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation.  Additional information is available at www.bnymellon.com.

SOURCE BNY Mellon; Pershing LLC; Albridge Solutions