Buyer Fit
Target firm types
- Wealth Management Firms
- RIAs
- Brokers-Dealers
Target firm size
- Enterprise
- Mid-Size
Product Description
Product Positioning
Institutional clearing custody and retirement plan services for broker-dealers and advisory firms.
Description
Pershing a BNY Mellon company provides clearing and custody along with 401(k) plan services to broker-dealers and advisory firms with technology integration across trading reporting and client account management.
Integrations
Pershing has 24 integrations in our directory
Search below to find what you're looking for
- Advisor Center Level 3
- AdvisorEngine - Dig Onboarding Level 4
- AdvisorEngine CRM Level 3
- AdvisorPeak Level 3
- Advisors Assistant Level 3
- AppCrown Level 4
- AssetMark Level 3
- Black Diamond Level 3
- Blaze Portfolio Level 3
- Bridge Financial Level 3
- FinFolio Level 3
- Flyer Financial Technologies Level 5
- InvestCloud Level 3
- iRebal Level 1
- MessageWatcher Level 2
- MyRepChat Level 4
- Panoramix Level 3
- RegEd Level 1
- RightCapital Level 3
- Salesforce Level 4
- Skience Level 4
- Skyview1 Level 4
- SmartOffice Level 3
- Tamarac Level 5
Use the search above to find specific integrations
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APIs and Security
Security checks
Periodic Penetration Testing (aka PEN tests), ISO 27001 certification
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
None
Data refreshed live via API
No
Developer portal exists
Yes
Developer portal features
None
Developer sandbox URL
No
