A BNY Mellon Product

Pershing X Unveils Its New Wove Wealth Management Platform


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Author: Funds Society, Miami

  1. Wove will feature the core applications advisors need, such as advanced data reporting and analytics, financial plan building, flexible billing, cross-custodian trading and rebalancing
  2. Additionally, advisors will have access to direct indexing investment strategies, including the new BNY Mellon Precision Direct Indexing S&P 500®, managed by Mellon, BNY Mellon Investment Management's indexing specialist