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Custodian
Pershing Integration
BNY Mellon Pershing custodian data integration for broker-dealers and RIAs.
Platforms
Salesforce
Type
REST API
Complexity
Very High
Timeline
16-20 weeks
Integration Architecture
Integration Type
REST API
Data Flow
⇄Bidirectional
Very High Complexity
Common Use Cases
- Account data
- Trade execution
- Clearing & settlement
Platform Compatibility
Salesforce
This integration is compatible with Salesforce, providing seamless data synchronization and workflow automation.
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Implementation Timeline
16-20 weeks
Typical timeline from discovery to go-live, including planning, development, testing, and deployment.