- Dashboard-focused application simplifies navigation, allows greater customization and increases efficiency
- The redesigned platform is on display at the 2017 T3 Advisor Conference this week
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
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.
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.
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).