VISION FOR WOVE
The most connected and productive wealth
management platform
Wove is an easy, intuitive operating system created specifically for wealth management firms and their financial advisors and investors. Built with the highest levels of integration, Wove connects technology and data to deliver a truly interoperable, complete platform experience.
INNOVATE WITH OPEN ARCHITECTURE
One platform where everything connects.
- advisory
- investor
- connect
- data
- advisory
- investor
- connect
- data
Designed to save advisors time and boost productivity, Wove Advisory streamlines their most important tools, tasks and workflows and simplifies daily functions—making it easy to spend more valuable time with clients.
Why Wove?
90% |
Advisors who report “ability to fully utilize tech tools” and “limited integration of technology platforms” are a major or moderate challenge to advisor productivity1 |
6x |
Companies with highly interoperable tech grow revenue 6x faster than their peers with low interoperability.2 |
1Source: 2023, Cerulli, U.S. Advisor Metrics
2Source: 2022, Accenture, “Value Untangled, Accelerating Radical Growth Through Interoperability”
BUILT TO SCALE
What could you get when you have everything connected in one platform?
Experience streamlined efficiency with Wove as advisors reduce manual data entry, minimize the chance of errors and fortify investment management processes. Unlock scalability and expand premium services like tax management and customized portfolios to a wider client base effortlessly.
Gain deep insight into advisor productivity and strengthen client relationships through more personalized service. Simplify data management with a single, reliable source of analytics-ready data—accelerating processing speed and enriching decision-making.
Give your clients the ability to see their full financial picture—assets, activity, and performance—in real time, and all in one place. Clients can navigate with ease through Wove’s intuitive design, making finding information and taking action simple.
Build a data experience unique to your firm. Access our wide network of data providers to help you make better use of data, streamline operational processes, and create customized digital experiences for advisors and clients.
Interested in the Wove platform?
Please fill out the form below, and we’ll be in touch as soon as possible.