Wove paper

BNY Mellon's Pershing Announces the Agenda for INSITE 2024

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月曜日, 5月 6, 2024
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NEW YORK, May 6, 2024 /PRNewswire/ -- The Bank of New York Mellon Corporation ("BNY Mellon") (NYSE:BK), the global financial services company, has released the lineup for Pershing's INSITE 2024, hosted at the Gaylord Opryland Resort & Convention Center in Nashville, Tennessee, June 4-6. This year's theme is "Next Level," with a focus on how investment firms and advisors can harness technology, data and other innovations to deliver next-level solutions for their clients.  

Key Points: 
  • NEW YORK, May 6, 2024 /PRNewswire/ -- The Bank of New York Mellon Corporation ("BNY Mellon") (NYSE:BK), the global financial services company, has released the lineup for Pershing's INSITE 2024 , hosted at the Gaylord Opryland Resort & Convention Center in Nashville, Tennessee, June 4-6.
  • This year's theme is "Next Level," with a focus on how investment firms and advisors can harness technology, data and other innovations to deliver next-level solutions for their clients.
  • For more information about INSITE 2024—from speaker bios to the full agenda—visit the INSITE website .
  • And join the conversation on social media by following @Pershing on LinkedIn and Twitter, and use the #realinsite hashtag.

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

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金曜日, 10月 13, 2023
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FORT WASHINGTON, Pa., Oct. 13, 2023 /PRNewswire/ -- Lincoln Investment Planning, LLC (Lincoln Investment), and BNY Mellon's Pershing are expanding their long-standing clearing arrangement as Lincoln Investment transitions its self-clearing business onto a single custodial platform.

Key Points: 
  • FORT WASHINGTON, Pa., Oct. 13, 2023 /PRNewswire/ -- Lincoln Investment Planning, LLC (Lincoln Investment), and BNY Mellon's Pershing are expanding their long-standing clearing arrangement as Lincoln Investment transitions its self-clearing business onto a single custodial platform.
  • Lincoln Investment's conversion of its Solutions assets to a single custodial platform, supported by BNY Mellon's Pershing, will be a transformative step in the company's 55-year history.
  • "We're thrilled to expand upon our more than 25-year relationship with Lincoln Investment," said Jim Crowley, Global Head, BNY Mellon's Pershing.
  • We look forward to helping Lincoln Investment grow their business and best serve their clients."

BNY Mellon's Pershing X Announces New Client Relationship with Integrity

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水曜日, 10月 4, 2023
BNY Mellon Investment Management, BNY Mellon, Wove paper, Pershing, Integrity, Investment management, Entrepreneurship, Health, BK, NYSE, National Advisory Committee on Institutional Quality and Integrity, Financial adviser, Cryptocurrency

NEW YORK, Oct. 4, 2023 /PRNewswire/ -- BNY Mellon's Pershing X (NYSE: BK) announced today that Integrity Marketing Group, LLC ("Integrity"), a leading insurance and financial services firm, has selected the firm's Wove wealth management platform to support its wealth management business.

Key Points: 
  • NEW YORK, Oct. 4, 2023 /PRNewswire/ -- BNY Mellon's Pershing X (NYSE: BK) announced today that Integrity Marketing Group, LLC ("Integrity"), a leading insurance and financial services firm, has selected the firm's Wove wealth management platform to support its wealth management business.
  • Integrity is a leading distributor of life and health insurance, and provider of innovative solutions for wealth management and retirement planning.
  • "We are thrilled to welcome Integrity as a new Wove client and support their growth strategy with our scalable solution," said Ainslie Simmonds, President, Pershing X.
  • "Wove is the only wealth management platform powered by BNY Mellon Investment Management, giving clients like Integrity access to institutional-quality investment solutions from our specialist investment firms."

Future Proof Unveils Cutting-Edge Lineup of Fintech Demo Drop Finalists

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水曜日, 7月 19, 2023
Professional Services, Technology, Other Technology, Software, Finance, Fintech, Artificial Intelligence, Breakthru, Software as a service, Investment, Wove paper, Intelligence, Pershing, Creativity, Thought, Tamaulipas, Future-proof, RIAS, Imagination, Cryptocurrency, Financial adviser

Future Proof Festival , the largest wealth festival in the world and the most anticipated event in finance, today announced an elite group of finalists for the second annual Future Proof Fintech Demo Drop .

Key Points: 
  • Future Proof Festival , the largest wealth festival in the world and the most anticipated event in finance, today announced an elite group of finalists for the second annual Future Proof Fintech Demo Drop .
  • The Fintech Demo Drop is scheduled to be held live during the Future Proof Festival in Huntington Beach, CA, from September 10-13, 2023.
  • Future Proof’s Fintech Demo Drop presenters were hand-picked by an independent committee of industry experts, with each applicant assessed on creativity, outside-the-box thinking and the ability to create a real impact for the industry as a whole.
  • “We couldn't be more excited to highlight these seven innovative fintech companies at this year's Future Proof Festival,” said Matt Middleton , CEO of Advisor Circle .

PureFacts to help power BNY Mellon Pershing X’s wealth management platform Wove for advisors

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木曜日, 6月 8, 2023
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TORONTO, June 08, 2023 (GLOBE NEWSWIRE) -- PureFacts Financial Solutions, a leader in revenue management solutions for the investment management industry, today announced that its fee and billing calculation engine will be added to the Wove wealth management platform of Pershing X, a technology provider and new business unit of BNY Mellon.

Key Points: 
  • TORONTO, June 08, 2023 (GLOBE NEWSWIRE) -- PureFacts Financial Solutions, a leader in revenue management solutions for the investment management industry, today announced that its fee and billing calculation engine will be added to the Wove wealth management platform of Pershing X, a technology provider and new business unit of BNY Mellon.
  • With the addition of PureFacts, wealth management firms using the Pershing X platform will be able to better account for every dollar of value, with less overhead and more automated, accurate, and repeatable workflows.
  • “The time is right for PureFacts to be collaborating with the team at Pershing X,” said Robert Madej, Founder and CEO of PureFacts Financial Solutions.
  • This announcement comes on the heels of the company’s spring 2023 acquisition of Xtiva Financial Systems, a New York based technology firm in the wealth management industry.

BNY Mellon's Pershing X Announces Collaborations with Salesforce, PureFacts and Pontera to Help Power Its New Wealth Management Platform, Wove

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水曜日, 6月 7, 2023
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NEW YORK, June 7, 2023 /PRNewswire/ -- BNY Mellon's Pershing X, a technology provider within BNY Mellon | Pershing (NYSE: BK), announced collaborations today with Salesforce, the global leader in customer relationship management (CRM), PureFacts and Pontera to provide technologies for advisors on its new wealth management platform, Wove.

Key Points: 
  • NEW YORK, June 7, 2023 /PRNewswire/ -- BNY Mellon's Pershing X, a technology provider within BNY Mellon | Pershing (NYSE: BK), announced collaborations today with Salesforce, the global leader in customer relationship management (CRM), PureFacts and Pontera to provide technologies for advisors on its new wealth management platform, Wove .
  • "We designed Wove to be a best-in-class offering for advisors that integrates the many technology tools they use into a single, data-driven platform," said Ainslie Simmonds, President of Pershing X.
  • "This includes bringing first-rate technologies to Wove from providers known for their superior capabilities and track record in the marketplace."
  • "The capabilities that Salesforce, PureFacts and Pontera bring to the platform help support Pershing X's goal of simplifying, scaling and revolutionizing the wealth management experience for advisors."

BNY Mellon Launches Direct Indexing Solution for Financial Advisors

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火曜日, 6月 6, 2023
S&P, BNY Mellon Investment Management, BNY Mellon, Wove paper, Pershing, Sale, Index, NYSE, Mellon, RIAS, BK, Cryptocurrency, Security (finance)

NEW YORK, June 6, 2023 /PRNewswire/ -- BNY Mellon (NYSE: BK) today announced a new direct indexing solution to financial advisors, managed by Mellon1, BNY Mellon Investment Management's indexing specialist. BNY Mellon Precision Direct IndexingSM S&P 500® seeks to match the performance and overall characteristics of the S&P 500® Index with an investment minimum of $250,000.

Key Points: 
  • NEW YORK, June 6, 2023 /PRNewswire/ -- BNY Mellon (NYSE: BK) today announced a new direct indexing solution to financial advisors, managed by Mellon1, BNY Mellon Investment Management's indexing specialist.
  • BNY Mellon Precision Direct Indexing is designed to provide tailored strategies, portfolio customization and cost-effective tax management.
  • The end-to-end direct indexing solution is powered by Mellon's 40 years of index investment expertise and tax management experience, available through Pershing X's new advisory platform, Wove , and includes BNY Mellon Pershing's clearing and custody services.
  • Initially available through BNY Mellon Pershing's managed accounts platform, BNY Mellon Precision Direct Indexing is expected to be available through BNY Mellon Investment Management in the future.

BNY Mellon's Pershing X Unveils Its New Wove Wealth Management Platform

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火曜日, 6月 6, 2023
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NEW YORK, June 6, 2023 /PRNewswire/ -- BNY Mellon's Pershing X, a technology provider within BNY Mellon | Pershing (NYSE: BK), debuted Wove today, a groundbreaking wealth management platform that integrates the technology tools advisors use into a single, data-driven platform.

Key Points: 
  • NEW YORK, June 6, 2023 /PRNewswire/ -- BNY Mellon's Pershing X, a technology provider within BNY Mellon | Pershing (NYSE: BK), debuted Wove today, a groundbreaking wealth management platform that integrates the technology tools advisors use into a single, data-driven platform.
  • "When building Wove, we went beyond just having integrations and created interconnected experiences for advisors so they can go from planning and portfolio building to account management without having to re-enter data," said Pershing X President Ainslie Simmonds.
  • As part of its Wove debut, Pershing X also announced that BNY Mellon Advisors, Inc. will deliver investment solutions through the new platform by using an in-house team of senior investment professionals from across BNY Mellon.
  • "The Wove platform is unique because it has the power, scale and security of BNY Mellon behind it," said Jim Crowley, CEO of BNY Mellon | Pershing.

FIRST FULLY CUSTOM JEWELRY COMPANY, WOVE, RAISES $3.85 MILLION IN VENTURE CAPITAL FUNDING TO OFFER NEWLY ENGAGED COUPLES STRESS-FREE ENGAGEMENT RING SHOPPING EXPERIENCE

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月曜日, 11月 21, 2022
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LANCASTER, Pa., Nov. 21, 2022 /PRNewswire/ -- WOVE, the only online custom jewelry company that helps newly engaged couples build exact replicas before delivering high-end engagement rings, today announces the close of $3.85 Million in seed funding led by Springdale Ventures.

Key Points: 
  • "At Wove, we listen to our clients' preferences, and are launching unique features to serve them well beyond our custom at-home try-on experience," Brian Elliott, Co-Founder of WOVE, says.
  • "Engagement ring shopping is usually the first joint decision among many modern couples, and we believe it should be a celebratory experience.
  • says Co-Founder and CEO of WOVE, Andrew Wolgemuth, who grew up working in his family's brick-and-mortar jewelry store.
  • For more information about WOVE, please visit our website , and social media accounts on Facebook , Instagram , Pinterest , and YouTube .

Custom Engagement Ring Company Wove Launches with a Replica for At-Home Try-On

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木曜日, 6月 9, 2022
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LANCASTER, Pa., June 9, 2022 /PRNewswire-PRWeb/ -- Recently launched custom engagement ring company Wove is quickly emerging as a preferred destination for modern-day couples looking for one-of-a-kind engagement rings. The company has incorporated a custom replica ring at-home try-on into their bespoke process. This allows couples to try on a replica of the engagement ring they want before finalizing their purchase.

Key Points: 
  • Wove is on a mission to deliver the world's best engagement ring shopping experience and is the only engagement ring company that builds you a custom replica ring for at home try-on.
  • LANCASTER, Pa., June 9, 2022 /PRNewswire-PRWeb/ -- Recently launched custom engagement ring company Wove is quickly emerging as a preferred destination for modern-day couples looking for one-of-a-kind engagement rings.
  • "Our replica ring process was developed because there is a lot of uncertainty when buying an engagement ring online.
  • About Wove: Wove is a custom engagement ring company that provides exact replica rings for at-home try-on.