6 wealth software vendors integrate with BNY Pershing: 4 native, 2 certified, 0 marketplace. Depth-scored by WealthTech Catalog.
Wealth Management Software That Integrates with BNY Pershing
Connects advisor and wealth software to BNY Pershing so custodial data — positions, transactions, and balances — flows into portfolio accounting, reporting, and reconciliation, with support for account opening and trade routing.
Native integrations (4)
Built-in, first-class. The platform ships with automated data sync and reconciliation, no marketplace install required.
Orion
NativeAddepar
NativeAdvyzon
NativeCertified integrations (2)
Vendor is in the BNY Pershing partner certification program. Tested connector, formal support contract.
RightCapital
CertifiedeMoney Advisor
CertifiedHow BNY Pershing integration works
BNY Pershing connects to wealth management platforms through one of three technical patterns: (1) native data feed built into the platform; (2) certified partner-marketplace connector installed by admins; or (3) webhook/API integration built via the vendor's REST API and file/data exchange.
The choice of pattern determines the depth of data sync, reconciliation and record mapping available. Native feeds ship in weeks; marketplace connectors deploy in days; API builds require engineering.
- Verify vendor integration depth (native / certified / marketplace)
- Install connector from the vendor's integration directory or marketplace
- Complete OAuth 2.0 handshake or API key exchange
- Map accounts, holdings and household records to the platform schema
- Configure reconciliation and sync frequency for each data feed
- Test the sync with 5-10 real accounts
- Roll out to production in a phased pilot
Top 4 use cases for BNY Pershing + wealth management software
- ✓ Automated daily reconciliation of positions and transactions into your portfolio accounting system, with breaks flagged for review.
- ✓ Performance reporting and client statements built on reconciled Pershing balances rather than manually keyed figures.
- ✓ Digital account opening that prepares and submits new-account paperwork electronically instead of on paper.
- ✓ Trade and rebalancing orders generated in your software routed to Pershing for execution.
Limitations to verify before signing
Integration depth varies by vendor. Some wealth platforms offer a native, certified Pershing connection with account opening and trade routing; others rely on a marketplace or third-party aggregator that delivers data feeds only. Feeds are usually batch-delivered overnight, so intraday changes may not appear until the next cycle. Held-away accounts custodied elsewhere generally fall outside the Pershing feed and need separate aggregation. Expect setup and mapping effort — authorizing the connection, matching accounts, and reconciling opening balances takes time before data flows cleanly.
Frequently asked questions
Typically daily positions, transactions, cash balances, and account and holdings details. This custodial feed populates portfolio accounting, performance reporting, and billing. Deeper integrations may also support digital account opening and routing trades or rebalancing orders to Pershing for execution.
Most established portfolio management and reporting platforms connect to Pershing, but depth differs — native and certified integrations do more than a data feed alone, while marketplace connections may cover feeds only. This page automatically lists the vendors that support BNY Pershing and at what depth.
Custodial data feeds are generally read-only, so your software receives account data without the ability to move assets. Connections use encryption in transit and require your firm's authorization to establish. Review each vendor's authentication and data-handling practices as part of your due diligence.
Book a BNY Pershing demo
Vendor-facilitated. We forward your request to their sales team within 24 hours.
- Choose a preferred date + time slot
- 30-minute product walkthrough
- Custom pricing based on your seat count