Pershing X: Wove - A Next-Gen Platform for Advisors

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20 March 2024

Model Wealth Manager 2024 Award for Streamlining Advisory Workflows


Wealth management firms point to advisor workflow automation as one of the biggest opportunities for boosting productivity and freeing up advisors to spend more time on client-facing, revenue-generating activities. But workflow automation is no easy feat as it requires deep integrations across the tech stack allowing for the bidirectional flow of information.

Most wealth managers lack this connectivity. Instead, they struggle with linking together disparate systems which results in a disjointed environment and a less than optimal advisor/client experience. By embedding applications into the platform and leveraging cloud technology, Wove creates a deeply integrated frictionless experience where data is seamlessly transitioned throughout the platform elevating both the advisor and investor experience.