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Award-winning multi-custodial advisory platform

The Wove Advisory platform connects disconnected experiences and weaves together your most important tools, tasks and workflows — all in one, interoperable place. 

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Designed for simplicity, ease and speed.

Wove is a multi-custodial advisory platform designed with a user-first mindset. A sophisticated, powerful set of must-have apps and features, with an intuitive, easy-to-use experience unlike what you’ve experienced prior.

Created for advisors who want
to grow.

Wove is designed with multiple user types in mind to best support and scale your practice. By simplifying daily functions, we make it easy to spend more valuable time with clients.

A curated home screen

Information and action items delivered straight to you, helping you find what you need to know and focus on for the day.

Comprehensive overview pages

Get actionable info you need for clients, households, assets and more…all in one place.

Tasks and workflow system

A task and workflow system that runs across applications to help prevent any missed steps in your work.

An integrated search engine

Find client records across CRM, custodians or applications.

A common alerts system

A hub for actions requiring attention from any app.

Smart navigation

Keep the context of what you are working on as you move from app to app—bringing applications to you, instead of you having to go and find them.

Reflect your brand

Wove can be white-labeled to reflect your brand. Your platform. Your brand. Customizable and fully connected.

Pre-loaded with the core applications you need to run your business—built together, not brought together—to deliver one, unified experience.

Wove Advisory CRM

CUSTOMER RELATIONSHIP MANAGEMENT (CRM)

 

Scale and grow your client base

  • Provide an overview of all prospects and clients in one place
  • Feature a simple client search to help you gather all the information needed to make informed decisions
  • Integrate with available client relationship management providers, customized to your parameters
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FINANCIAL PLANNING

 

Build a financial plan
in a matter of
minutes

  • Feature a live and interactive experience that enables real-time digital client collaboration
  • Use AI and machine learning to give advisors the power to tailor plans to clients in a few clicks so you can build plans in minutes, not hours
  • Allow clients to view and monitor their investment performance as it relates to their plan over time
  • Mitigate risk and proactively address client concerns by simulating changes in the market and stress-testing strategies
  • Easily shift from making a plan here to building a portfolio in our Portfolio Solutions app
Wove Advisory Portfolio Solutions

PORTFOLIO SOLUTIONS

 

Customizable, swivel-less portfolio management

  • A suite of six applications built to support an advisor’s unique investment management process: Research, Analytics, Models, Portfolio Construction, Risk, Proposals
  • Flexibility to start where you want. Data is carried through each app so you can easily progress to proposal without repetitive steps
  • Explore a wide selection of proprietary* and third-party models and investment solutions, all in one place
  • Customized client reporting
Wove Trading & Rebalancing

TRADING & REBALANCING

 

Trade a portfolio across any connected custodian in a few easy steps

  • Empower advisors to create trade orders for multiple accounts, both advisory and brokerage, and across multiple custodians at once
  • Minimize steps to create trade orders, and simplify your day-to-day with trade automation
  • Generate proposed orders for rebalancing faster and eliminate the swivel-chair
  • Eliminate trade files
Wove Tax Management

TAX MANAGEMENT

 

Tax management solutions for High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients

  • Tax Transition Scenario Planning Tool1
  • Previews of impact to tracking error
  • Direct indexing2
  • Ability to connect to trading applications for execution
  • Easy to create tax optimized transitions
  • Ability to set capital gains budget and review pre-build scenarios
Wove Account Management

ACCOUNT MANAGEMENT

 

Open and manage accounts across major custodians with intelligent workflows

  • Analyze new data and translate it into actionable tasks
  • Display applicable client information gathered from apps
  • Highlight any missing data points needed
  • Bundle documents and support e-signature
  • Route for approvals, when necessary
  • Automatically send updates to the trading tool, billing application, reporting application, and to your custodian
Wove Advisory Reporting

REPORTING

 

A more complete holistic financial picture for clients

  • Aggregated, normalized and personalized data
  • Highly customizable reports
  • Performance reporting for home office, advisors, and clients
  • Automated data entry and reporting delivery, reducing the time spent preparing for client reviews
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CUSTODY

 

Administer your clients’ accounts across multiple custodians without toggling between platforms

  • Integrate easily with top custody providers
  • Offer powerful data interoperability scaling operational and trading processes
  • Leverage APIs to scale and improve account management workflows

Leading the way

"With its robust features and comprehensive capabilities, Wove has the potential to REVOLUTIONIZE the way financial professionals engage with clients, deliver personalized advice, and streamline operations.” 

-T3, June 2023

PODCAST

The Future of Advisory Services: How Technology is Changing the Way We Invest with Ainslie Simmonds
WEALTHTECH ON DECK

Find Out More

Contact us to find out how Wove Advisory can help your business.

Contact us

AWARDS

Global Finance The Innovators 2024 World’s Best Innovations

JUNE 2024

Global Finance magazine named Wove one of the World’s Best Innovations calling it a “ground-breaking wealth management platform.”

Source: Global Finance magazine

AWARDS

Datos Insights’ 2023 Wealth Management Impact Award for Technology Transformation

NOVEMBER 2023

BNY Mellon’s Pershing X received an Impact Award in the Technology Transformation category, which recognizes financial institutions that stand out for leveraging technology to innovate and surpass the status quo with new products, capabilities and levels of automation.

AWARDS

Celent Model Wealth Manager Award for “Streamlining Advisor Workflows”

MARCH 2024

Wove has been recognized by Celent’s Model Wealth Manager Awards in the “Streamlining Advisor Workflows” category.

Our Solutions

All of our solutions, now in one place.

1Tax Transition Scenario Planning tool to be offered through BNY Mellon Advisors, Inc.

2Direct Indexing Investment Solutions will be offered through Mellon Investments.

*Depending on the program, proprietary model and investment solutions can be provided by Pershing and Pershing X affiliate BNY Mellon Advisors, Inc., or one or more affiliates of BNY Mellon.

Interested in the Wove platform?

Please fill out the form below, and we’ll be in touch as soon as possible.

 

Information for Investors

Account Balance Inquiries (201) 413-3333

© 2024 Pershing LLC. All rights reserved. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole and/or its various subsidiaries generally. Brokerage custody provided by Pershing LLC, member FINRA , NYSE , SIPC , a BNY Mellon company. Brokerage services may be provided by Pershing Advisor Solutions LLC, member FINRA, SIPC. Bank custody provided by BNY Mellon, N.A, member FDIC. Investment advisory services, if offered, may be provided by BNY Mellon Advisors, Inc., an investment adviser registered in the United States under the Investment Advisers Act of 1940 or one or more affiliates of BNY Mellon. Technology services may be provided by Pershing X, Inc. This site provides information for investment professionals. It is not intended for use by the general public. Trademarks belong to their respective owners. BNY, BNY Mellon and Bank of New York Mellon are the corporate brands of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole and/or its various subsidiaries generally.

 

Forward-looking statements are not guarantees, and they involve risks, uncertainties and assumptions including delivery timing estimates, mock-ups, and functionality descriptions which remain subject to change without notice. Although we make such statements based on assumptions that we believe to be reasonable, there can be no assurance that actual results will not differ materially from those expressed in the forward-looking statements. Certain functionality discussed may not be available as of the time of viewing. Products and services described herein are intended for financial professional use.

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