BNY Mellon’s Pershing X, a technology provider within BNY Mellon’s Pershing, has partnered with Salesforce, PureFacts and Pontera to provide technologies for advisers on its new wealth management platform, Wove.
Salesforce financial services cloud is designed to enable Wove clients to modernise how advisers manage client onboarding and engagement as well as fuel adviser productivit...
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