BNY Pershing

BNY Mellon is a trusted brand that offers a comprehensive platform called Wove, designed to simplify the wealth advisory process. Wove brings together various tools, tasks, and workflows into one seamless and interoperable place. With Wove, advisors can efficiently manage multiple custodians and workflows, from financial analysis to portfolio management.

The platform's data integration ensures smooth collaboration with the financial applications used daily, eliminating the need for manual data entry. Wove's intuitive user experience design prioritizes the foundational elements of business workflows, making it easy to achieve outcomes without missing a step. The platform provides a curated home screen, overview pages for actionable information, a task and workflow system, an integrated search engine, and smart navigation, all aimed at enhancing productivity and simplifying operations.

Wove comes pre-loaded with a wide range of applications and features for operating system client management, financial planning, portfolio solutions, tax management, trading and rebalancing, account management, reporting, and custody services. It is designed for advisors aiming to grow their practice, offering specific workflows, systems-driven tasks and alerts, and data-driven insights to deepen client relationships. Discover the power of Wove and enhance your wealth advisory practice with BNY Mellon