BNY Pershing INSITE 2026

BNY Pershing INSITE is Pershing’s flagship annual conference for broker-dealers, RIAs, and financial services firms that custody or clear through the Pershing platform. INSITE brings together firm leaders, technology decision-makers, and operations teams to explore practice management, technology innovation, regulatory developments, and the strategic direction of the Pershing platform.

What to expect at INSITE 2026

INSITE covers the full range of issues facing firms on the Pershing platform: technology integration, client engagement, operational efficiency, regulatory compliance, and business growth strategies. Sessions are designed for the leaders who run firms — CEOs, COOs, CTOs, and compliance officers — as well as the operational teams responsible for day-to-day technology decisions.

As one of the largest custodial and clearing platforms in financial services, BNY Pershing serves a diverse range of firms including independent broker-dealers, hybrid RIAs, and large enterprise wealth management organizations. The INSITE audience reflects this diversity, making it a valuable event for networking across firm types and sizes.

Why Our data infrastructure platform connects directly to Pershing’s custodial and clearing data alongside 130+ other systems that wealth management firms use. For firms on the Pershing platform, Milemarker provides the data layer that connects Pershing to everything else in your technology stack.

At INSITE, the Milemarker team will be discussing:

• Building a unified data view across Pershing and your firm’s entire technology stack

• Automating the data flows between custodial feeds, CRM, portfolio management, and reporting systems

• Preparing your firm’s data infrastructure for AI — starting with clean, connected custodial data

• Post-acquisition integration for firms growing through M&A on the Pershing platform

• Real-time operational intelligence through Milemarker Console and Command Center

Who should connect with us

If you’re a Pershing-custodied firm and you’re dealing with disconnected systems, manual data reconciliation, or the challenge of integrating acquired practices — INSITE is where we should meet. Milemarker helps firms on the Pershing platform build the connected data infrastructure that makes every tool more valuable.

Attending INSITE? Schedule a meeting with the Milemarker team — we’ll connect in Aurora.