Grow your investment program your way
Is your bank or credit union considering a broker-dealer change? With Osaic Institutions by your side, you can grow a successful wealth management program that aligns with your institution’s unique goals. Grow your investment program your way with a broker-dealer partner that understands your business and the importance of flexibility.
A thoughtfully designed approach to the conversion process
Osaic is Pershing’s largest customer, and Osaic Institutions can deliver a Pershing-to-Pershing transfer with a thoughtfully designed conversion process. Our approach minimizes business disruptions and maximizes efficiencies. Learn how a Pershing-to-Pershing transfer and negative consent conversion can facilitate a more seamless experience for you and your clients.
Industry-leading technology built to support your business
Osaic Institutions delivers industry-leading resources specific to bank and credit union investment programs. Infinet, our proprietary platform, was thoughtfully designed to support your unique business model, helping to streamline processes and reduce administrative burdens.
Our Client Central (CRM) system, reporting capabilities, and referral program cater to the needs of Program Managers and Financial Professionals within this channel.
Capital & scale meets personalized expertise
Tap into Osaic’s capital and scale, along with industry-leading resources designed specifically for bank and credit union investment programs. Osaic Institutions delivers financial institution expertise in areas such as technology, recruiting, lead generation, compliance, and more.
The power of size and scale
Osaic is the nation's second-largest independent broker-dealer. Enjoy doing business your way with access to the industry's best services and support.
Resources to help you thrive
Osaic Institutions leverages the power of Osaic while delivering solutions and resources specific to the financial institution channel.
An unmatched service experience
You're not just a number. We get to know you and want you to know us. Our service experience minimizes administrative burdens and streamlines workflows for Program Managers and Financial Professionals.
Interactive & flexible support
Our Relationship Management team drives organic growth and helps your investment program reach its full potential. They do so with a personalized and flexible approach that meets your specific needs.
Innovative wealth solutions
Access best-in-class products, platforms, and intuitive money management tools to personally manage your clients' assets or outsource from a selection of more than a thousand well-know institutional money managers.
Clearing partner & subsidiaries
