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A simple, easy-to-use, 
modern investor platform

The Wove Investor platform offers a unified client experience that makes it easy to work together

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Create a winning experience for your clients

Today’s investors must jump between different portals, are overwhelmed with information, and find it difficult to complete easy tasks. They seek a better experience.

And in a world of competing experiences, simple and efficient always wins.

Information always at their fingertips

Wove Investor aims to keep your clients equipped with all the information they need, available anytime, anywhere.

Sleek, sophisticated, mobile-responsive design

The platform’s modern and intuitive design makes it easy to learn and navigate, so your clients can find things quickly.

Intuitive self-service tools

Eliminate long waits for quick tasks.

The features you need.
The friction you don’t.

Wove investor platform

WOVE INVESTOR

 

Dashboard delivering only what your clients need

Your clients can view their accounts and important information all in one place. From their dashboard, they can:

  • Access their latest documents and address anything they have missed
  • Easily contact their advisor
  • Stay on top of time-sensitive information, such as tax forms and documents
Wove investor platform

WOVE INVESTOR

 

Keep a pulse on their
financial plan

Help your clients stay focused on their goals with real-time views of their progress.

Wove investor platform

WOVE INVESTOR

 

View multi-custodial account performance data

View list of accounts, account performance, holdings, activity and asset classification.

Wove investor platform

WOVE INVESTOR

 

Centralized documents
for easy access

View all available documents, shared by the advisor or
client, all in one place.

Wove investor platform

WOVE INVESTOR

 

Consolidated notifications

Receive alerts about recent activity, new documents, tax information and more.

Wove investor platform

WOVE INVESTOR

 

Customizable branding and configurations

Customize the platform to reflect your brand.

Simplify your client experience.

Contact us to find out how Wove Investor can help your business.

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Our Solutions

All of our solutions, now in one place.

Interested in the Wove platform?

Please fill out the form below, and we’ll be in touch as soon as possible.

 

Information for Investors

Account Balance Inquiries (201) 413-3333

©2025 Pershing LLC. All rights reserved.  

 

Pershing LLC, member FINRA, NYSE, SIPC, is a subsidiary of Pershing Group, LLC.  Pershing Advisor Solutions LLC, member FINRA, SIPC, and BNY Mellon, N.A., member FDIC, are affiliates of Pershing LLC and BNY companies.  

 

BNY, BNY Mellon and Bank of New York Mellon are corporate brands of The Bank of New York Mellon Corporation and may be used to reference the corporation as a whole and/or its various subsidiaries generally.  Investment advisory services, if offered, may be provided by BNY Mellon Advisors, Inc., an investment adviser registered in the United States under the Investment Advisers Act of 1940, or one or more affiliates of BNY. Technology services may be provided by Pershing X, Inc. 

 

For professional use only. Not intended for use by the general public. Trademark(s) belong to their respective owners. The information contained herein, including any attachments, is proprietary to BNY Pershing. It may not be reproduced, retransmitted or redistributed in any manner without express written consent.  This material does not constitute a guarantee by BNY or BNY Pershing of any kind. This material is for general information purposes only and is not intended to provide legal, tax, accounting, investment, financial or other professional advice on any matter. BNY Pershing is not responsible for updating any information contained within this material and information contained herein is subject to change without notice.

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