BNY Mellon’s Albridge Begins the Rollout of Its Fully Redesigned Albridge Wealth Reporting™ Platform

February 16, 2017

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

PENNINGTON, NJ, February 16, 2017 — 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 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 BNY Mellon's Pershing

BNY Mellon’s Pershing is a leading provider of clearing and custody services. We are uniquely positioned to help complex financial services firms transform their businesses, drive growth, maximize efficiency, and manage risk and regulation.

Wealth management and institutional firms outsource to us for trading and settlement services, investment solutions, bank and brokerage custody, middle and back office support, data insights, and business consulting.

Pershing brings together high-touch service, an open digital platform and the BNY Mellon enterprise to deliver a differentiated experience for every client.

Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company. With offices around the world, Pershing has over $2 trillion in assets and millions of investor accounts. Pershing affiliates include Albridge Solutions, Inc. and Lockwood Advisors, Inc., an investment adviser registered in the United States under the Investment Advisers Act of 1940. Additional information is available on pershing.com, or follow us on LinkedIn or 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 and wealth management and investment services in 35 countries. As of June 30, 2021, BNY Mellon had $45.0 trillion in assets under custody and/or administration, and $2.3 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.

About BNY Mellon's Albridge

BNY Mellon’s Albridge Solutions Inc. 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. Albridge Solutions Inc. is an affiliate of Pershing LLC. Additional information is available at albridge.com.

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