BNY Mellon’s Albridge Wins 2017 BISA Technology Innovation Award

March 9, 2017

JERSEY CITY, N.J., March 9, 2017 — BNY Mellon’s Albridge is pleased to announce that it has received the Technology Innovation Award at the Bank Insurance & Securities Association (BISA)  annual conference. Albridge received the honor for its innovative PDF Capture solution , which helps simplify the process for broker-dealer investment professionals to meet regulatory and compliance guidelines when generating consolidated financial reports for clients.

The BISA Technology Innovation Award recognizes leadership in the advancement of innovative technology products, services and platforms for the financial services industry. Recipients are honored for their commitment to innovations in technology-based solutions for the industry.

“We are thrilled to be recognized by BISA for the value of PDF Capture, which allows investment professionals to freely share reports with their clients in a way that helps them navigate regulatory and compliance guidelines,” said Marc Butler, chief operating officer of Albridge. “PDF Capture automates what could be a cumbersome process and allows investment professionals to spend their time where it matters—with clients.”

PDF Capture provides broker-dealers with a capture solution for consolidated financial reports that helps firms meet the guidelines set forth by FINRA Regulatory Notice 10-19 . Additionally, PDF Capture allows broker-dealers to identify information about previously distributed consolidated financial reports through automatically generated searchable fields. PDF Capture is fully integrated into the newly redesigned Albridge Wealth Reporting platform , which is used by more than 80,000 financial professionals at over 140 financial organizations.

To learn more about PDF Capture and Albridge Wealth Reporting, visit albridge.com .

 

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.

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.

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