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Pershing X Unveils New Multicustodial Platform, Wove

More than a year in the making, BNY Mellon and Pershing X have introduced their fully integrated end-to-end wealth management platform.

Ainslie simmondsJim crowleyBryan hamiltonBny mellon pershingOleg tishkevichMellon pershingNorthwestern mutualPershingx president ainslieAlbridge wealth reportingOptimal assetInvestment management

BNY Mellon s Pershing X Unveils Its New Wove Wealth Management Platform

Wove is an industry-first platform that enables wealth advisors to seamlessly connect all the components of a client s financial picture in one place. NEW YORK, June 6, 2023 /PRNewswire/ BNY. | June 6, 2023

United statesMellon pershingJim crowleyLiz ozaistAinslie simmondsLockwood advisors incPershingx incMellon advisors incMellon investments corporationPershingx president ainslieInvestment managementInvestment advisers actLockwood advisorsPress releaseBank of new york mellon corporation the stock exchangePress release

Pershing X Unveils New Multi-Custodial Platform, Wove

More than a year in the making, BNY Mellon and Pershing X have introduced their fully integrated end-to-end wealth management platform.

Jim crowleyMellon pershingOleg tishkevichAinslie simmondsBny mellon pershingBryan hamiltonNorthwestern mutualPershingx president ainslieAlbridge wealth reportingOptimal assetInvestment management

BNY Mellon s Pershing X Unveils Its New Wove Wealth Management Platform

/PRNewswire/ BNY Mellon s Pershing X, a technology provider within BNY Mellon | Pershing (NYSE: BK), debuted Wove today, a groundbreaking wealth management.

United statesLiz ozaistAinslie simmondsMellon pershingJim crowleyMellon advisors incLockwood advisors incPershingx incPershingx president ainslieInvestment managementInvestment advisers actLockwood advisors

BNY Mellon s Pershing to acquire Optimal Asset Management

BNY Mellon's Pershing entered into an agreement to acquire direct indexing solutions provider Optimal Asset Management Inc.

Ainslie simmondsJim crowleyBny mellon pershingVijay vaidyanathanMellon pershingMorgan stanleySullivan cromwellOptimal asset management incCalifornia based optimal asset management incAsset managementJersey city based pershingOptimal asset managementPershingx president ainslieInvestment managementOptimal asset

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