Investment Institutional Services

PSS Institutional Service offers custodial, trading, technology, practice management, trust asset, and other support services to institutional clients.

Our advantage

  • A dedicated sales force and service teams
  • Proprietary software for client account information
  • Marketing and business strategy development
  • Regulatory compliance consulting
  • Website design and development support
  • Managed accounts and cash products

Ask our institutional service teams about the business start-up solutions package and see how we can help you reach your goal.

Invest your time and expand your network

At PSS, we build our market-leading technology with an unparalleled focus allowing you to devote more time in servicing your clients while we do the heavy lifting for you.

Change the game.
Make money work for you.

In a changing financial advice landscape, PSS helps independent brokers to provide the best service to their clients with its dedicated services and outspoken advocacy on behalf of its brokers.

Affiliate Service

Promote our products and services by utilizing our fully-automated PSS referral tools and earn lifetime rebates and commissions. Main tools that are offered in our affiliate program are:

Affiliate Email Sender

It is the most popular tool in the PSS Affiliate Program. All you are required to do is to provide us with email addresses. Then, email invites are sent to your customers automatically.

Affiliate Link

It is the most commonly used affiliate tool leveraging the power of social media. In just one click, you can share your affiliate link via Facebook, Twitter, and other such platforms.

Introducing Broker

As an independent investment advisor, you get full support on your day-to-day needs, including advanced infrastructure for trading as well as marketing and technical aid.

Your Dedicated Team at PSS

Institutional Sales Team – Your Business Partner

Your institutional sales team focuses on growing your business by learning about its unique requirements and helps with strategic concerns.

Sales Trader Team – Your Operation Partner

One-stop service for the operational needs of your business and clients. We do call them sales traders because they are all experienced traders and brokers.

White Label Service

White Label Service focuses on companies and institutions that want the full right to accept and hold customer’s funds. PSS provides back-office services and accessibility to developed and advanced infrastructure. We allow you to seamlessly expand your business capabilities with our efficient solutions.

A White Label is a type of institutional services that allows customization and rebranding of PSS’s products and services based on the White Label partner’s requirements. Firms or individuals who want to start a business in investment advisory service can apply and benefit from the wide range of solutions offered by PSS. We can develop customized packages as per your requirements or help you enter the market smoothly with off-the-shelf solutions.

Learn more

Request a call from our
dedicated team today.

Let’s build a relationship

    get in touch

    Be sure to make appointment before you visit our branch for online trading service as not all branches have a financial service specialist.