Tag Archives: ProCash

Pershing Announces Major Enhancements to Asset Management Account, Visa ATM Card and BillSuite

Pershing is pleased to announce the launch of the enhanced asset management product, Corestone™, which will replace ProCash Plus® in September of this year. This powerful tool provides a robust program that offers more flexibility, greater ease of use. Improved … Continue reading

Posted in Practice Management, Products and Services | Tagged , , | Comments Off

ProCash Plus® : A Retirement Income Management Tool for Your Clients’ Brokerage Accounts

Now there is an easy way to help your retired clients experience stress-free management of their retirement income. The comprehensive ProCash Plus® asset management account allows clients the ability to invest in securities, deposit money from various sources of income, … Continue reading

Posted in Client Relationships, Practice Management, Retirement and Tax Advantaged Accounts | Tagged , , , | Comments Off

Capture Assets with ProCash Plus™

Make ProCash Plus the asset management platform of choice and realize the asset gathering advantage. It is simple, and with the added features and benefits of ProCash Plus, you can gather more assets and increase retention rates. Did you know … Continue reading

Posted in Investment Products, Learning Center | Tagged , , , | Comments Off

Improve Client Satisfaction with RewardSuite

Your Gold and Platinum asset management account clients can participate in an expanded rewards program—RewardSuite. RewardSuite is a loyalty client program providing your clients with their reward of choice. ProCash Plus account clients earn 1 point for every $1 spent … Continue reading

Posted in Learning Center, Products and Services | Tagged , | Comments Off

Simplify Tax Preparation with ProCash Plus®

All of your clients want to minimize their tax liabilities with effective year-end tax strategies and easy tax preparation. ProCash Plus can help you and your clients meet these important challenges. ProCash Plus is a premier asset management account that … Continue reading

Posted in Learning Center, Products and Services | Tagged , , , | Comments Off