The Bank of New York Mellon Corporation (NYSE: BK), a global leader in financial services, has announced a series of strategic product enhancements aimed at empowering wealth managers, to be unveiled at its annual INSITE® 2025 conference.
Marking a milestone for the event, INSITE 2025 will serve as the debut platform for showcasing new and upcoming offerings from across BNY’s expansive business lines. These innovations aim to deliver greater integration, efficiency, and value to wealth management professionals and their clients.
Key Highlights of the Enhancements Include:
- Wove Investor: NetX Unification
BNY Pershing is integrating NetX Investor with Wealth Reporting under the Wove platform, creating a seamless, unified experience for investors. The consolidated interface will give users enhanced access to investment insights and tools, enabling a more holistic and efficient investment journey. - Wove Trading: Fixed Income Solution
A new fixed income feature on Wove Trading will offer sophisticated portfolio construction, optimization, and execution tools. Advisors will benefit from improved liquidity access, dynamic portfolio generation, and advanced analytics—all within one user-friendly platform. - Wove Portfolios: Unified Managed Accounts (UMA)
The UMA capabilities will enable advisors to build and manage portfolios combining models, separately managed accounts (SMAs), and individual securities. This enhancement also includes integrated sleeve data and flexible management features throughout the Wove ecosystem. - BNY Advisor Growth Network
This new initiative brings together a community of top-tier wealth management professionals, providing access to tailored connections, in-depth research, and exclusive events to support advisors’ growth strategies. - ResearchFlex by BNY Investments
Designed to improve investment decision-making, ResearchFlex will provide institutional-grade manager research and performance monitoring across traditional asset classes. It aims to help advisors manage risk, comply with regulatory obligations, and focus more time on client engagement. - PortfolioFlex¹ by BNY Investments
PortfolioFlex allows advisors to customize model portfolios by adjusting allocations at both the asset class and individual investment levels. Backed by four decades of model portfolio expertise, the platform supports tax-efficient, scalable, and personalized investment strategies—complete with centralized execution and rebalancing. - BNY A.M.P. (Assets-Movements-Platforms)
A comprehensive banking-as-a-service (BaaS) platform, BNY A.M.P. delivers a broad suite of integrated capabilities including virtual account management, fraud and risk controls, compliance tools, payment processing, multi-currency support, debit card issuance, and round-the-clock customer service via API and web channels.
Leadership Perspective
“We’re thrilled to unveil a range of innovative solutions at INSITE this year that reflect our commitment to helping wealth managers scale and thrive for decades to come,” said Jim Crowley, Global Head of BNY Pershing. “By drawing on BNY’s collective strengths, we’re not only enhancing our product suite, but also delivering holistic support that drives growth, productivity, and long-term success for our clients.”
With these announcements, BNY Mellon reinforces its position as a leading innovator in wealth management, dedicated to delivering integrated, future-ready solutions for advisors and investors alike.
