BNY Pershing Resources

Wove Advisor is 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.

Wove Investor offers a unified client experience that delivers a single view of client accounts, intuitive self-service tools, and collaboration features built to enhance the advisor-client relationship.

Wove Connect is a centralized marketplace for multi-custody APIs, web components and third-party integrations available for NetX or Wove. By prioritizing efficiency, scalability, and a vast API ecosystem, it empowers advisors and firms to maximize their data’s potential in an ever-evolving financial landscape.

Access analytics-ready data and turn it into insights that help drive your business forward. Wove Data is an end-to-end cloud data experience that helps wealth management firms integrate, manage, and optimize their enterprise data to get it working for them faster.

NetX360+ represents an easier and more efficient way to work. Our custodial platform provides a flexible, fully integrated technology solution designed to adapt to the way advisors want to work and better serve their investors.

NetXInvestor gives your clients 24/7 access to their account information online and through the mobile app. The experience is modern and easy-to-use with powerful self-service options and industry-leading flexibility