Integrations /Portfolio Management
Get started with Wealthbox + Wove
Modern CRM integrated with advanced reporting and data solutions.
Integrations /Portfolio Management
Modern CRM integrated with advanced reporting and data solutions.
Overview
BNY Pershing’s Wove platform consolidates data from hundreds of sources both custodied and non-custodied to provide a holistic view of assets – and rich insights for you and your clients. The integration with Wealthbox allows users to view aggregated multi-custodial data from hundreds of sources directly from Wealthbox.
View clients Wove accounts and holdings on contact and household records
Import your Wove clients directly into Wealthbox as Contacts.
Resources
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