Pershing Launches New Features on Its Wove Platform to Empower Advisors

Wove Investor, Wove Data, and Portfolio Solutions

Date:

Autor: Funds Society, Miami

Wove Investor is a comprehensive client portal that allows investors to view account information from multiple custodians and use self-service features to quickly complete simple tasks on their own

Wove Data is a cloud-based data platform designed for high-level financial professionals in wealth management firms to manage large sets of multi-custodial data and gain deeper insights into the performance of their advisor teams, operations, and investment products within their firms

Portfolio Solutions is a set of tools designed to save time and help advisors more efficiently and quickly find investment products that align with a client's risk objectives and add them to a portfolio