BNY Mellon's Pershing X unveils wealth management platform:

Plus, ChatGPT managed portfolios and Smarsh gets a new CTO.

Related Keywords

Florida , United States , Orlando , Mellon Pershing , Noam Tasch , Jim Crowley , Ainslie Simmonds , Salesforce Financial Services Cloud , Pershingx President Ainslie Simmonds , Financial Services Cloud , Wealthtech Weekly , Wealth Management , Fintech , Practice And Client Management , Career Advancement ,