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Innovative Solutions Introduced by BNY for Wealth Management at INSITE 2025 Conference

BNY Unveils Innovative Solutions for Wealth Managers at INSITE 2025

During the annual INSITE 2025 conference, The Bank of New York Mellon Corporation (BNY) introduced a range of cutting-edge enhancements for wealth managers. This event marks a significant milestone as it showcases several new products and features designed to help financial advisors innovate and better serve their clients. The initiatives presented are part of BNY's commitment to leveraging technology and expertise to meet the evolving needs of the wealth management sector.

Key Announcements from INSITE 2025

1. Wove Investor NetX Unification
BNY is set to revolutionize the investor experience by integrating functionalities across its NetX Investor and Wealth Reporting platforms. The Wove Investor NetX Unification will foster a seamless user experience, providing investors with better access to essential tools and information, ultimately allowing for a holistic view of their investments.

2. Wove Trading Fixed Income Solution
With this new offering, financial advisors will have access to sophisticated portfolio construction, optimization, and trading capabilities within a singular, user-friendly platform. This solution aims at enhancing liquidity and empowering advisors to craft optimized portfolios while revealing valuable insights tailored to their clients’ needs.

3. Wove Portfolios Unified Managed Accounts (UMA)
The UMA feature will enable advisors to create portfolios with integration from model providers, active SMA managers, and individual securities. This unified approach enhances efficiency and promotes flexibility in sleeve data integration across the Wove platform, allowing for intuitive trading and portfolio management.

4. BNY Advisor Growth Network
The establishment of this network will serve as a premier community for financial advisors. It will provide curated connections, comprehensive research, and event opportunities to help advisors achieve their business growth objectives.

5. ResearchFlex by BNY Investments
Aimed at improving outcomes for advisors’ clients, ResearchFlex will deliver institutional-quality manager research services. This initiative will greatly support investment decision-making processes, enabling advisors to rigorously evaluate strategies and continuously monitor investment managers to manage risk effectively.

6. PortfolioFlex1 by BNY Investments
This tool is tailored for advisors wishing to customize allocations at the asset class level and adjust underlying investments. By facilitating the delivery of tailor-made model portfolios that align with clients' specific risk/return profiles, PortfolioFlex allows advisors to capitalize on BNY’s extensive experience in managing investments.

7. BNY A.M.P. (Assets-Movements-Platforms)
A comprehensive banking-as-a-service (BaaS) solution, A.M.P. covers a range of capabilities like virtual account management, fraud monitoring, and compliance features. This platform is designed to deliver a complete banking experience, enhancing client engagement with features such as multi-currency payments and consumer bill payment options.

A Commitment to Innovation

Jim Crowley, Global Head of BNY Pershing, expressed excitement about the newly launched solutions, emphasizing BNY’s dedication to continuous innovation in order to empower wealth managers and enhance their service offerings. He remarked, "The power of BNY allows us to harness expertise from across our businesses to improve our client offerings."

This year's conference spotlights BNY's capability to connect various services, ensuring advisors have access to a robust system that supports their need for productivity and scaling their businesses efficiently.

About INSITE

INSITE is highly regarded in the financial advisory sphere, gathering industry leaders and influencers for three days of invaluable learning and networking opportunities. The conference serves as a vital platform for discussing best practices and shaping the future of wealth management.

As BNY continues to push the boundaries of financial services, industry professionals eagerly anticipate the practical advantages these enhancements will bring. With over 240 years of experience, BNY remains a trusted partner for wealth managers, helping them navigate the complexities of an ever-changing financial landscape.

For more details about BNY and its innovations in financial services, visit www.bny.com or follow BNY on LinkedIn for the latest updates.