Short answer
A Pershing integration brings clearing and custody data from BNY Pershing into Salesforce Financial Services Cloud or HubSpot, giving broker-dealer and RIA teams current accounts, positions and activity alongside client relationships and service work.
How the BNY Pershing integration works
Pershing serves broker-dealers and advisory firms with clearing, custody and the NetX360+ platform. CRM integration typically loads account and position data on a schedule and connects service requests to client records.
What syncs
- Accounts and registrations
- Positions and balances
- Transactions
- Representative and branch codes
Integration options
- Scheduled files into FSC
- Middleware such as MuleSoft
- Wealth data aggregators
What to plan for
- Rep code mapping to advisors
- Matching accounts to households
- Data access agreements
Frequently asked questions
Can rep codes map to Salesforce users?
Yes. Rep codes are mapped so accounts are owned by and visible to the right advisors.
Is Pershing data real time?
Most CRM integrations load data daily; some events can be near real time depending on the services licensed.