BNY Mellon's Pershing X Announces Collaborations with Salesforce, PureFacts and Pontera to Help Power Its New Wealth Management Platform, Wove
Retirement planning, billing and client onboarding technologies from each provider will be added to the Wove platform as part of its core offerings for advisors
NEW YORK, June 7, 2023 /PRNewswire/ -- BNY Mellon's Pershing X, a technology provider within BNY Mellon | Pershing (NYSE: BK), announced collaborations today with Salesforce, the global leader in customer relationship management (CRM), PureFacts and Pontera to provide technologies for advisors on its new wealth management platform, Wove.
"We designed Wove to be a best-in-class offering for advisors that integrates the many technology tools they use into a single, data-driven platform," said Ainslie Simmonds, President of Pershing X. "This includes bringing first-rate technologies to Wove from providers known for their superior capabilities and track record in the marketplace."
Pershing X will work with the technology providers on the following services:
ABOUT PERSHING X
ABOUT BNY MELLON'S PERSHING
Wealth management and institutional firms outsource to us trading and settlement services, investment solutions, bank and brokerage custody, middle- and back- office support, data insights and business consulting.
Pershing brings together high-touch service, an open digital platform and the BNY Mellon enterprise to deliver a differentiated experience for every client.
Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company. With offices around the world, Pershing has over $2 trillion in assets and millions of investor accounts. Pershing affiliates include Pershing X, Inc. and Lockwood Advisors, Inc., an investment adviser registered in the United States under the Investment Advisers Act of 1940. Additional information is available on pershing.com, or follow us on LinkedIn or Twitter @Pershing.
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