Digital Portfolios
Fast. Flexible. Powering digital wealth for all.
Over the past two years, the financial services industry has navigated a historic transformation that has brought digital products and solutions to a new tipping point. As the market continues to expand, you need flexible and streamlined solutions that can help you deliver a timely and engaging digital advice experience. Pershing’s Digital Portfolios can help.
Digital Portfolios Resources
One of our long-time clients, a leading North American bank, wanted to bring a digital advice offering to its customers to fully capture growth opportunities. It would need a proven solution backed by the experience and technology of a firm like BNY Mellon | Pershing.
What Is Digital Portfolios?
Digital Portfolios is a digital advice feature available through our investor portal that’s designed to help you grow your business, improve efficiency, and gain a sustainable edge in a rapidly evolving digital marketplace. It includes self-service technology and managed account capabilities so that your investor clients can open online investment accounts through a short series of questions that help them select a professionally advised portfolio aligned with their financial goals and risk tolerance.
How Digital Portfolios Can Help You
- Address client expectations for a streamlined investing experience with an easy to implement digital advice solution configurable to the needs of you and your investor clients.
- Go for growth by connecting with new investor clients and digital capabilities to onboard new investment accounts.
- Drive greater efficiency for your firm and advisors to engage with a broader group of investor clients and scale your business
Fast and Flexible
- Digital Portfolios is a highly configurable solution that can be easily implemented to get to market fast.
- You have the option to tailor nearly everything from the risk-tolerance questionnaire and scoring to fees and disclaimers.
- Flexibility in investment options also gives you the option to use your own investment solutions, or the investment solutions from leading third-parties.