Introducing Wove, an interoperable advisory platform

Wove, Pershing X’s advisory platform, offers unsurpassed data integration and intelligent workflows that create true interoperability — empowering financial advisors to spend less time doing repetitive tasks and more time helping clients.

Get more time with more clients

The era of the swivel chair — disconnected advisor tech that makes daily life so difficult for advisors — is over. Our experience-driven technology solutions are built to simplify functions and amplify advisor-client relationships. Spend less time doing tasks and reinvest your time doing meaningful things that grow your business.

Platform

True interoperable tech allows teams to work seamlessly across multiple applications, accounts and custodians within one platform. 

Data Solutions

More from your data — security, insights, integration and unified workflows. Fewer limitations on time and processing. 

 

Investments

Market insights and investment solutions from a top 10 global asset manager and world class third-party investment.

 

Freedom to help more clients and deepen relationships

We’re tearing down walls in favor of raising something greater — a game-changing financial platform that reflects the vision you have for your business and your clients and respects the effort and enthusiasm you put into your work.

Enter data one time

Seamless interoperability allows information and data to flow from app to app, so data only has to be entered once.

Stay up to date about the latest updates at Pershing X

Work with Pershing X

We're building on the scale and stability of BNY Mellon with a first-rate team of innovators, designers and thinkers to shape what the future of wealth advisory could be.

Join the team
There's a lack of connectivity and interoperability in the market. What Pershing X is setting out to do is to solve that problem. No one has cracked the code yet. But we will.

– Ainslie Simmonds, President, Pershing X

Create a smarter future for fintech with us

Senior Specialist, User Experience – Senior Product Designer>> Performs and provides guidance and technical expertise for the most complex user experience activities that include user research and testing, interactive design, and visual design...

 

The Specialist Quality Engineer will not only inject Quality at each and every layer of the application & every step of the SDLC but also help solve some of the most complex automation challenges that impact a several business areas...

Product Management - Works independently to manage a range of moderately complex products from development to sales and delivery. Products can be domestic, regional, or global in nature...

Leads product management, development and strategy for significantly large and/or complex products of strategic importance. Role is not always tied to a specific product...

What is Pershing X?

Pershing X is the fintech inside BNY Mellon that created Wove.  We will continue to build and innovate until our mission of helping advisors help more people has been met.

Insights & News

NEWS | OCTOBER 2023

Lincoln Investment Planning, LLC, and BNY Mellon’s Pershing Announce a New Custodial Relationship

The company has also selected Pershing X’s Wove wealth management platform to provide a suite of technology solutions to its advisors.

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This link leads to an external site and Pershing X cannot be held responsible for its content.

NEWS | JUNE 2023

Dare to Imagine 

Advisorpedia talked with Ainslie Simmonds, President of Pershing X, at the 2023 INSITE conference in Orlando, Florida.

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NEWS | JUNE 2023

BNY Mellon's Pershing X Debuts Integrated Wealth Platform

 

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