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 and its affiliates provide advisors, broker-dealers, family offices, hedge fund and ’40 Act fund managers, registered investment advisor firms and wealth managers with a broad suite of global financial business solutions. Many of the world’s most sophisticated and successful financial services firms rely on Pershing for clearing and custody, investment and retirement solutions, technology, enterprise data management, trading services, prime brokerage, managed account technology and operations and business consulting. Pershing helps clients improve profitability and drive growth, create capacity and efficiency, attract and retain talent, and manage risk and regulation. With a network of offices worldwide, Pershing provides business-to-business solutions to clients representing more than seven million investor accounts globally. Pershing LLC (member FINRA, NYSE, SIPC) is a BNY Mellon company. Professionally advised managed accounts are offered through its affiliate, Lockwood Advisors, Inc., which is 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 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. As of June 30, 2019, BNY Mellon had $35.5 trillion in assets under custody and/or administration, and $1.8 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.