Bank of New York Mellon kicked off its flagship annual financial advisory conference: INSITE 2025. And this year, for the first time in the event’s more than 25-year history, BNY is using the occasion to introduce a series of new products, enhancements to its Wove platform, and new tools aimed at shaping the future of wealth management.
Among the highlights, the firm will launch the BNY Advisor Growth Network, a new community of wealth management experts and resources designed to support the business growth goals of financial advisors. It will also debut ResearchFlex, a service providing institutional-quality manager research, and PortfolioFlex, which enables the delivery of customized model portfolios at scale. These innovations will complement a range of new functionalities on the Wove platform.
“We are pleased to introduce at INSITE this year a range of new, innovative solutions that will better serve our wealth management clients and help them position their businesses for sustainable growth over the coming decades,” said Jim Crowley, Global Head of BNY Pershing.
This year’s conference theme, “Pioneers of Tomorrow,” focuses on strategies and insights that will shape the future of wealth management. Breakout sessions will explore topics including “The Growth Mindset,” “The Technology of Tomorrow,” “Scaling Smarter,” and “The Enterprise of the Future.”
“The strength of BNY allows us to leverage expertise across all of our business lines to enhance our offerings,” Crowley added. “Continuous product innovation is a priority for us, and harnessing the connectivity across our units enables us to deliver the full breadth of BNY’s capabilities to help clients drive growth, productivity, and scale.”
New Offerings in Detail
Wove Investor: NetX Unification
By integrating expanded functionalities between the NetX Investor portal and Wealth Reporting, BNY Pershing will offer a unified investment experience through Wove. The integrated platform will provide investors with enhanced access to information and tools, improving their overall experience and offering a more comprehensive view of their portfolios.
Wove Trading: Fixed Income Solution
Wove Trading will deliver advanced features for building, optimizing, and trading fixed income portfolios. The solution will provide advisors with improved access to liquidity, tools for optimized portfolio construction, and unique insights into client needs — all through an intuitive platform.
Wove Portfolios: Unified Managed Accounts (UMA)
Advisors will be able to build UMA portfolios that incorporate model providers, active SMA managers, and individual securities, fully integrated with Wove’s workflows and operations. The offering includes sleeve-level data integration across the Wove platform, along with flexible sleeve management within its trading tools and portfolio accounting engine.
BNY Advisor Growth Network
A new, high-level community of experts and wealth management resources aimed at supporting financial advisors in achieving their business growth goals — through tailored connections, in-depth research, and event opportunities.
BNY Investments’ ResearchFlex
Designed to help advisors improve client outcomes and free up time for business development, ResearchFlex provides institutional-quality manager research to support investment decisions. Enhanced manager reporting and monitoring across traditional asset classes will help advisors better evaluate investment strategies and continuously oversee managers — improving risk management and helping meet fiduciary and regulatory requirements.
BNY Investments’ PortfolioFlex¹
PortfolioFlex offers advisors the flexibility to adjust portfolio allocations at both the asset class and underlying investment levels. The solution enables scalable delivery of customized model portfolios aligned with clients’ risk/return profiles and tax preferences. Leveraging four decades of experience in model portfolio construction and management, BNY selects investments from a broad range of managers based on institutional-quality research and executes trades and rebalancing on a single platform.
BNY A.M.P. (Assets-Movements-Platforms)
A banking-as-a-service (BaaS) solution providing clients with an integrated capabilities platform, including virtual account management, fraud monitoring, risk/compliance/KYC functionality, payment processing, FX and multi-currency payments, debit card issuance, consumer bill payments, 24/7 call center support, and Web/API functionalities — enabling clients to offer a comprehensive banking experience to their own end users.
INSITE is BNY’s flagship financial advisory conference, bringing together top leaders and influencers from the asset and wealth management communities for three days of learning and networking. This year’s event is being held at the Gaylord National Resort & Conference Center in National Harbor, Maryland.
