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Motif Investing to Launch Cross-Generational Products to Help Advisors Connect With Investors at All Stages of Wealth


Company Collaborates With Pershing to Provide Digital Wealth Management Technologies to Advisors and Expand Internationally

San Mateo, CA, Jan 27, 2015

Motif Investing, an online broker pioneering thematic investing, today announced 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 $18 trillion 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(i). Motif Investing also announced an agreement with Pershing that will allow Motif to extend its reach into global markets. Pershing LLC, 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.

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

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

“Motif offers a unique approach to intergenerational wealth management,” said Mark Tibergien, CEO and Managing Director of Pershing Advisor Solutions, a BNY Mellon Company. “We are pleased to be working with the company as it rolls out its next-generation digital wealth management technologies.”

About Motif Investing

Motif Investing is a next-generation online broker that is pioneering concept-driven investing for individuals and financial advisors. The company, based in Silicon Valley, allows investors to trade “motifs”-intelligently-weighted basket of stocks and bonds built around themes, investing styles or multi-asset models- in single transactions, for low fees. Motif Investing is a registered broker dealer and a member of SIPC. The company’s investors include Goldman Sachs, JPMorgan Chase, Renren Inc, Balderton Capital, Foundation Capital, Ignition Partners, Norwest Venture Partners, and Wicklow Capital. Board members include former SEC Chairman Arthur Levitt and former Boston Consulting Group Chairman Carl Stern.

About Pershing

Pershing and its affiliates provide global financial business solutions to approximately 1,600 financial organizations, broker-dealers, registered investment advisory firms, advisors, fund managers and asset managers who represent over 5.6 million active accounts. Located in 23 offices worldwide, Pershing delivers dependable operational support, robust trading services, flexible technology, an expansive array of investment solutions, practice management support and service excellence. Pershing affiliates are members of every major U.S. securities exchange, and its international affiliates are members of the Deutsche Börse, Australian Stock Exchange, Irish Stock Exchange, London Stock Exchange and Toronto Stock Exchange. Pershing LLC (member FINRA/NYSE/SIPC) is a BNY Mellon company. Additional information is available on pershing.com, or follow us on Twitter @Pershing.

(i) “A New Breed: Opportunities for Wealth Managers to Connect with Gen X and Gen Y,” Deloitte Consulting, 2008, and TD Ameritrade Institutional analysis.

Marisa Lam
GMK Communications for Motif