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Pershing

June 5, 2024

BNY Mellon’s Pershing Launches a New Suite of Products on its Wove Platform

Wove Investor, a one-stop client portal that enables investors to view account info across multiple custodians, and use self-service features to quickly complete simple tasks on their own, such as check balances across all investment accounts, on a single interface.

December 5, 2023

CAIS Expands Alts Offering with Pershing with No Transaction Fees

It’s the second expansion of the offering following new features such as automated transactions and enhanced search and browse capabilities added last year. The collaboration began in 2020.

August 9, 2023

The Word on WealthTech for August 2023

The Word on WealthTech for August 2023 Aug 03, 2023 | Doug Fritz | Wealth Management Welcome to the Word on WealthTech. Each month we offer our take on a few recent industry news stories, identifying what they could mean for advisors across the industry. As we wrap up summer, here are the WealthTech headlines…

August 16, 2022

BNY Mellon’s Pershing Delivers Next-Gen Technology and Integration Capabilities for Smarter, More Personalized, Highly Efficient Experiences

BNY Mellon’s Pershing Delivers Next-Gen Technology and Integration Capabilities for Smarter, More Personalized, Highly Efficient Experiences June 15, 2022 | BNY Mellon Pershing BNY Mellon’s Pershing (“Pershing”) today announced the next generation of technology solutions for advisors and wealth management professionals from its flagship conference INSITE 2022. Experience and efficiency are front-and-center in this latest…

June 30, 2022

CAIS and BNY Mellon’s Pershing Unveil New Features to Streamline Alternative Investing for Financial Advisors

CAIS and BNY Mellon’s Pershing Unveil New Features to Streamline Alternative Investing for Financial Advisors June 30, 2022 | CAIS New integrations including SSO, enhanced Document APIs, and automated Order Entry will help to tackle challenges and improve advisor experiences CAIS, the leading alternative investment platform, and BNY Mellon’s Pershing (“Pershing”), a leading provider of…

March 25, 2022

BNY Mellon Investment Management: It’s time to create a more inclusive investment world

BNY Mellon Investment Management: It's time to create a more inclusive investment world February 2, 2022 | BNY Mellon New global research reveals women could add more than US$3 trillion to global investments and want to invest where their money has a positive impact. BNY Mellon Investment Management, a leading global asset manager with US$2.4 trillion1 in…

March 25, 2022

FORTUNE Names BNY Mellon One of the World’s Most Admired Companies

FORTUNE Names BNY Mellon One of the World’s Most Admired Companies February 2, 2022 | BNY Mellon BNY Mellon has been named one of the most admired companies in the world, according to a study published in FORTUNE magazine. This is the 25th time BNY Mellon has been included on the list since it originated in…