PENNINGTON, N.J., Feb. 16, 2017 /PRNewswire/ -- BNY Mellon's
Albridge today announced the introduction of a redesigned Albridge
Wealth Reporting™ platform. The redesigned platform
features a highly responsive and intuitive user experience backed
with extensive data access, providing financial professionals with
a complete view of assets and performance and, in return, enabling
them to increase efficiencies and deliver better insights to
clients.
Albridge is an affiliate of Pershing and Albridge Wealth
Reporting is used by over 80,000 financial professionals at over
140 financial organizations who will benefit from the new
interface over a phased rollout during the first half of 2017. A
demo of the newly designed platform is being showcased at the 2017
T3 Advisor Conference in Orange County at booth #514 this week.
"We've designed the new Albridge experience to continue to
respond to the needs of our increasingly diverse user base," said
Trevor Davies, director of product
at Albridge. "This application provides firms, financial
professionals and investors with the most critical information,
whenever and wherever they need it."
The upgrade was built from client feedback, with the goal of
creating an application that all users could access for one
complete view of assets and performance. To help maximize all
users' experiences, the popular portfolio dashboard feature, which
offers an overview and click-through detail on portfolio
composition, performance and asset allocation, is now available to
investors, as well as financial professionals.
Albridge Wealth Reporting's new user experience improvements
include:
- Simple navigation, with global predictive type-ahead search to
help users easily find key information
- Greater customization to establish preferred views at a
financial professional and an investor level
- Enhanced efficiency where financial professionals can save up
to 40 recently run reports for instant access, and have one-click
access to those reports and third-party providers via a Quick Links
section
- Multi-tasking capability that allows reports to run in the
background while financial professionals or investors access other
application features
- A portfolio dashboard that allows views and summaries of
account detail and performance for specific time periods and across
different criteria
For more information on the new Albridge Wealth Reporting, visit
www.Albridge.com, view the Quick Reference Guide or FAQ.
About Albridge
BNY Mellon's Albridge, an affiliate of
Pershing LLC, is a leading provider of enterprise data management
solutions that deliver a single view of an investor's broad range
of assets. Our proprietary technology consolidates and reconciles
client account and transaction data from hundreds of data sources
representing banking, brokerage, insurance, retirement, managed
accounts and more. Albridge processes this cleansed data and uses
it to power a variety of downstream technology solutions, including
performance reporting, sales practice monitoring, data warehousing,
business intelligence, imaging and workflow. Albridge provides the
foundation for financial organizations to leverage a single source
of information to power a number of mission critical technology
applications. Additional information is available at
albridge.com.
About BNY Mellon's Pershing
BNY Mellon's Pershing and
its affiliates provide global financial business solutions to
advisors, asset managers, broker-dealers, family offices,
registered investment advisor firms and wealth managers. A
financial services firm located in 23 offices worldwide, Pershing
provides business-to-business solutions to clients representing 6
million active investor accounts on the U.S. platform. 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.
About BNY Mellon
BNY Mellon is a global investments
company dedicated to helping its clients manage and service their
financial assets throughout the investment lifecycle. Whether
providing financial services for institutions, corporations or
individual investors, BNY Mellon delivers informed investment
management and investment services in 35 countries and more than
100 markets. As of December 31, 2016,
BNY Mellon had $29.9 trillion in
assets under custody and/or administration, and $1.6 trillion in assets under management. BNY
Mellon can act as a single point of contact for clients looking to
create, trade, hold, manage, service, distribute or restructure
investments. BNY Mellon is the corporate brand of The Bank of New
York Mellon Corporation (NYSE: BK). Additional information is
available on www.bnymellon.com. Follow us on Twitter @BNYMellon or
visit our newsroom at www.bnymellon.com/newsroom for the latest
company news.
Contact: Sanuber Grohe
(201) 413 2247
Sanuberbilguvar.grohe@pershing.com
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SOURCE BNY Mellon