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 | APRIL 2023

BNY Mellon’s Pershing X Collaborates with Snowflake to Power its Data and Analytics

BNY Mellon’s Pershing X, a technology provider and business unit of BNY Mellon | Pershing (NYSE: BK), and Snowflake...

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NEWS | JUNE 2022

Pershing X Will Be Like Google Suite for Advisors

Beta clients of Pershing X will begin using the platform in the fourth quarter, with additional capabilities expected to come online in 2023 and beyond...

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NEWS | OCTOBER 2022

Pershing X and Conquest Planning Working Together To Increase Financial Planning Efficiency

 

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NEWS | JUNE 2022

BNY Mellon Gives Advisors a Glimpse of Pershing X at INSITE

 

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