Business

BNY Unveils Enhancements for Wealth Managers at INSITE® 2025

The Bank of New York Mellon Corporation ("BNY") (NYSE: BK), a global financial services company, will announce several enhancements to its products for wealth managers during its annual INSITE conference this week.

articleThe Bank Of New York Mellon CorporationJune 3, 20254/company/the-bank-of-new-york-mellon-corporation/news/bny-unveils-enhancements-wealth-managers-113000072
BNY Unveils Enhancements for Wealth Managers at INSITE® 2025

About this update from The Bank Of New York Mellon Corporation

[{"type":"text","content":"New products and features will help advisors and investors innovate for the future of wealth management","length":103,"tagName":"p","attribs":{}},{"type":"text","content":"NEW YORK, June 3, 2025 /PRNewswire/ -- The Bank of New York Mellon Corporation ("BNY") (NYSE: BK), a global financial services company, will announce several enhancements to its products for wealth managers during its annual INSITE conference this week.","length":268,"tagName":"p"},{"type":"text","content":"INSITE 2025 is the first time the conference will showcase various new and future products and features from across BNY's businesses, including:","length":148,"tagName":"p"},{"type":"list","items":[{"val":[{"type":"text","content":"Wove Investor: NetX Unification – Bringing together greater functionality across NetX Investor and Wealth Reporting, BNY Pershing will create a unified investor experience on Wove. Through this integrated platform, investors will have enhanced access to information and tools, streamlining their experience and enabling a more holistic view of their investments.","length":362,"tagName":"p"}]},{"val":[{"type":"text","content":"Wove Trading: Fixed Income Solution - Wove Trading will offer cutting-edge fixed-income portfolio construction, optimization, and trading features, empowering advisors to access greater liquidity, generate optimized portfolios, and unlock unique client insights - all in one intuitive platform.","length":294,"tagName":"p"}]},{"val":[{"type":"text","content":"Wove Portfolios: Unified Managed Accounts (UMA) – Advisors will be able to construct UMA portfolios with model providers, active SMA managers and individual securities fully integrated with Wove workflows and trading. This will include sleeve data integration across the Wove platform and flexible sleeve management within the Wove trade tool and the portfolio accounting engine.","length":379,"tagName":"p"}]},{"val":[{"type":"text","content":"BNY Advisor Growth Network – Creation of a premier community of wealth management experts and resources to support financial advisors' business growth objectives through curated connections, insightful research, and event opportunities.","length":240,"tagName":"p"}]},{"val":[{"type":"text","content":"BNY Investments' ResearchFlex – With the goal of helping advisors improve client outcomes and f...

More updates from The Bank Of New York Mellon Corporation

wealth managersINSITEwealth managementfinancial advisorsinvestment managersinvestmentsmanager researchBNY InvestmentsBNY PershingBNY Advisor Growth Network