Motif Investing launches two new products and partners with Pershing

Motif Investing has launched two new products for its advisor platform to complement its core portfolio management offering.

Motif Investing, an online broker pioneering thematic investing, has launched two new products for its advisor platform — Motif AutoPilot and Motif GenerationConnect — to complement its core portfolio management offering.

Motif AutoPilot equips advisors with automated investment management for millennials’ accounts, while Motif GenerationConnect gives advisors a social platform to cultivate client relationships and manage wealth across generations. 

With $18tn in wealth expected to transfer between generations within the next eight years, these offerings are particularly important for advisors seeking to provide a seamless transition from Baby Boomers to their Gen X and Gen Y counterparts.

Motif Investing also inked an agreement with Pershing that will allow Motif to extend its reach into global markets.

Pershing, a BNY Mellon Company, is the industry’s largest global clearing and custody provider, serving more than 400 international financial organizations.

It provides clearing and custody in more than 70 markets and execution in over 60 markets globally making it an outstanding partner as Motif Investing continues to scale.

Pershing chief relationship officer Jim Crowley said, “Motif Investing has developed a highly sophisticated platform that is easy for individual investors and advisors to use. We are pleased to collaborate with Motif as it launches new products for advisors and takes it first steps into international markets.”

Motif Investing founder and CEO Hardeep Walia said, “With our newest products, we can now solve advisors’ biggest pain points across all phases of the client lifecycle. We look forward to building a deep and meaningful relationship with Pershing at many levels.”

Pershing Advisor Solutions CEO and managing director Mark Tibergien commented, “Motif offers a unique approach to intergenerational wealth management. We are pleased to be working with the company as it rolls out its next-generation digital wealth management technologies.”