Managed360®


A Turnkey Advisory Solution

Simplify the managed accounts experience with Managed360®. This turnkey solution can transform the way advisors deliver managed accounts to clients, using the power of technology to eliminate redundancies, create efficiencies and save time. It features the expertise of BNY Mellon Advisors, Inc. as the program sponsor and investment solutions provider, with a diverse menu of third-party models, access to institutional-caliber research and a full suite of sales, analytics and reporting tools.


A Fully Integrated Managed Accounts Solution

 

Managed360 offers an intuitive, cohesive and flexible managed accounts experience that can be delivered quickly and with limited implementation dependencies.

  • Comprehensive asset administration on one integrated technology platform
  • Programs for every market segment, from emerging to ultra-high-net-worth investors
  • A range of investment advisory solutions, including mutual fund/exchange-traded fund wrap accounts, unified managed accounts and separately managed accounts
  • Client onboarding and account maintenance tools and workflows

From Proposal to Performance Reporting

 

Manage the entire account lifecycle with efficiency.

  • Generate robust proposals for either single or multiple products in minutes
  • Integrated client onboarding to reduce account opening time and effort
  • Easy account maintenance
  • On-demand reporting by account or household delivered in an intuitive user-friendly format
  • Portfolio analytics powered by Morningstar® data to help evaluate diversification, potential concentration and portfolio risk
  • Flexible billing reports and filtering tools for sophisticated data-file processing

Business Development and Sales Support

 

Gain assistance from a seasoned regional wholesaling team to train on investment solutions, with access to customized approaches from the Advisory Solutions Team1 to consult on the most complex cases.

*Available to Pershing custody clients only.

 

1 In providing these services, neither BNY Mellon Advisors or its affiliates, are assuming responsibility for the advisory firm’s regulatory compliance or providing advice or recommendations directly to investors. The advisory firm is responsible for independently evaluating the output of these services and determining whether or not to implement any practices suggested as a result thereof.

 

All third-party marks belong to their respective owners.

 

For professional use only. Not intended for use by the general public. Pershing does not provide investment advice. Investment advisory services, if offered, may be provided by BNY Mellon Advisors, Inc., an investment adviser registered in the United States under the Investment Advisers Act of 1940 or one or more affiliates of BNY Mellon. Technology services may be provided by Pershing X, Inc. Trademark(s) belong to their respective owners.

 

Important Disclosures [PDF]  | Trade Away Transactions FAQ [PDF] | Trade Away Summary:  Q1 2020 [PDF] | Q2 2020 [PDF] | Q3 2020 [PDF] | Q4 2020 [PDF] | Q1 2021 [PDF] | Q2 2021 [PDF] | Q3 2021 [PDF] | Q4 2021 [PDF] | Q1 2022 [PDF] | Q2 2022 [PDF] | Q3 2022 [PDF]  | Q4 2022 [PDF]  | Q1 2023 [PDF] | BNY Mellon Advisors’ Form ADV Part 2 Brochures |  BNY Mellon Advisors’ Form CRS [PDF] | Affiliate Advised/Sub-Advised Fund and Model List [PDF]

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