BNY Pershing INSITE 2026

June 2-4, 2026 · Aurora, CO

INSITE is BNY Pershing's annual conference for the firms that clear and custody with it. Pershing's client base skews toward institutions rather than individual practices — broker-dealers, RIAs, banks and wealth platforms — which gives INSITE a more enterprise character than a typical advisor conference.

Who attends INSITE

Executives and operations leaders from Pershing-affiliated broker-dealers, RIAs, banks, trust companies and international wealth firms, plus the technology partners integrated with the Pershing platform.

What's on the agenda

• Pershing platform strategy and technology roadmap

• Clearing, custody and operational efficiency

• Wealth platform architecture and integration

• Regulatory developments and risk management

• Global and cross-border wealth operations

Why custodial integration is the enterprise version of the data problem

Institutions clearing through Pershing rarely run one book on one system. A mid-sized broker-dealer may support several affiliation models, multiple CRMs inherited through acquisitions, and separate reporting stacks for its advisory and brokerage business. Getting custodial data into all of that consistently — and getting a single firm-wide view back out — is the operational problem that defines the enterprise segment.

Milemarker is the data infrastructure layer for wealth management, connecting custodial feeds alongside 130+ other systems into one enterprise view.

Talk to us about enterprise data infrastructure