Software that connects to Pershing

14 of the 77 tools we list name a connection to Pershing on their own site: 8 advisor CRMs, 4 planning tools and 2 AI tools. Here is which way data moves for each, and where we read it.

Which way data moves, as each tool describes it

Sends data to PershingTakes data from PershingTwo-way, in the vendor's words

Send data to Pershing (1)

Redtail

Pershing14 tools connect

Take data from Pershing (7)

RightCapitalSlantIncome LabMoneyGuideAdvisors AssistantAdvyzonSmartOffice

Data in and out (1)

Practifi

Named only (5)

WealthboxAdvisorEngineNaviPlanPitCrewTandems

The rule: every tool we list that names a live connection to Pershing, as its own site describes it. Third-party mentions and connections a vendor has only announced don't count. Within each group, the lowest cost for one person comes first. Paying vendors are never moved up.

CRMs that connect to Pershing

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
Redtail	Sends data to Pershing Recorded as "Pershing (NetX360)" Data out: contacts imported into NetX360 as new accounts Single sign-on	Checked on the vendor's site · Oct 6Redtail support article: Pershing NetX360	$39 a month for one person Connection cost: Both published Redtail plans come with access to its hundreds of integrations: Launch lists it as a top feature, and Growth has everything in Launch. Checked on the vendor's site · Oct 6Redtail pricing page
Wealthbox	Names Pershing, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 6Wealthbox vs Salesforce comparison page	$59 a month for one person Connection cost: not checked; its pricing grid's Partner App Integrations row marks plans with icons we couldn't read.
Practifi	Takes data from and sends data to Pershing Recorded as "Pershing (NetX360)" Data out: new-account data for a draft account Data in: the new account number, linked to the client's asset record	Checked on the vendor's site · Oct 6Practifi help centre: Barbaresco release notes (April 2025)	$135 a month for one person Connection cost: On Practifi Naya, open APIs and purpose-built wealth-tech integrations come at no additional cost; Practifi's Sentir pages say nothing about connection costs. Checked on the vendor's site · Oct 6Practifi Naya product page
Slant	Takes data from Pershing Recorded as "BNY Pershing" Data in: account data files, nightly	Checked on the vendor's site · Oct 6Slant docs: release BNY Pershing data to Slant	$150 a month for one person Connection cost: not stated on the Slant pages we read (Oct 7).
Advisors Assistant	Takes data from Pershing Data in: investment transaction downloads Single sign-on with Pershing; the vendor doesn't describe data moving Recorded as "Pershing NetX360" Single sign-on	Checked on the vendor's site · Oct 6Advisors Assistant integrations page	With this connection: Investment Tracking plan $94 + connection $95 = about $189 a month for one person (our sum) Cheapest plan without it: $52 a month for one person Connection cost: Transaction downloads are a $95 add-on, offered only on the Investment Tracking, Full Account Tracking and Agency Management packages. Checked on the vendor's site · Oct 6Advisors Assistant pricing page (web hosted system)Which connections: Advisors Assistant integrations page Note: Custodian downloads are not in the $52 Core CRM or the $94 Insurance Policy Tracking package. Investment position downloads come with the Investment Tracking ($94), Full Account Tracking ($105) and Agency Management ($137) packages, and transaction downloads are a $95 add-on to those. The integrations page also still lists TD Ameritrade, whose last accounts Schwab moved over in May 2024, so parts of that list may be out of date.
AdvisorEngine	Names Pershing, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 6AdvisorEngine CRM integrations page (partner logos)	$207 a month for one person The plan has a 3-user minimum Connection cost: not stated on the AdvisorEngine pages we read (Oct 7). Note: AdvisorEngine's integrations page still lists a TD Ameritrade integration. Schwab moved the last TD Ameritrade accounts over in May 2024, so parts of that list may be out of date.
Advyzon	Takes data from Pershing Recorded as "BNY Mellon \| Pershing (NetX360)" Data in: account alerts, tax forms and statements Direction not stated: digital account opening Single sign-on	Checked on the vendor's site · Oct 6Advyzon integrations page	No price found Connection cost: Advyzon publishes no pricing for us to read.
SmartOffice	Takes data from Pershing Data in: account, position and transaction downloads	Checked on the vendor's site · Oct 6SmartOffice partners page	No price found Connection cost: SmartOffice publishes no pricing for us to read.

Planning tools that connect to Pershing

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
RightCapital	Takes data from Pershing Recorded as "BNY Pershing" Data in: position-level account data Single sign-on	Checked on the vendor's site · Oct 6RightCapital help centre: BNY Pershing integrationAlso: RightCapital help: BNY Mellon \| Pershing SSO	$149.95 a month for one person Connection cost: RightCapital lists '40+ integrations' on its Basic plan, and Premium and Platinum include everything in Basic; account aggregation is listed from Premium up. Checked on the vendor's site · Oct 6RightCapital pricing page
Income Lab	Takes data from Pershing (through BridgeFT) Recorded as "Pershing (via BridgeFT)" Data in: linked investment accounts	Checked on the vendor's site · Oct 6Income Lab help centre: Pershing (via BridgeFT) integration	$165.83 a month for one person Connection cost: not stated on the Income Lab pages we read (Oct 7).
MoneyGuide	Takes data from Pershing Recorded as "Pershing NetX360" Direction not stated: existing MoneyGuide clients linked Data in: investments Single sign-on	Checked on the vendor's site · Oct 6MoneyGuide integrations page (partner panel, opened by clicking the logo)	$166.67 a month for one person Connection cost: not stated on the MoneyGuide pages we read (Oct 7).
NaviPlan	Names Pershing, with no detail Recorded as "Pershing NetX360" Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 6NaviPlan page on InvestCloud's site, Integrations & Partnerships section (logo; the alt text is the only name given)	No price found Connection cost: NaviPlan publishes no pricing for us to read.

AI tools that connect to Pershing

Tool	What the tool says the connection does	Where we read it	What one person pays a month (our sum)
PitCrew	Names Pershing, with no detail Recorded as "Pershing (BNY)" Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 13PitCrew wealth management solutions page (integrations list)	No price found Connection cost: not checked yet.
Tandems	Names Pershing, with no detail Listed on the vendor's site, with no detail on what moves	Checked on the vendor's site · Oct 13Tandems homepage	No price found Connection cost: not checked yet.

Before you rely on a connection

Ask whether the connection is in the plan you'd buy, or costs extra.
Ask how often data moves: as it changes, once a day, or when someone clicks.
Single sign-on saves a login. Ask whether any data moves with it.

Other systems with a page

Schwab (24)Wealthbox (23)Redtail (22)Orion (21)Black Diamond (17)Fidelity (15)MoneyGuide (14)eMoney Advisor (12)Nitrogen (12)PreciseFP (12)Addepar (11)Tamarac (10)Altruist (9)Holistiplan (8)Practifi (8)RightCapital (8)Advyzon (6)Jump (5)Zocks (5)