Go Digital

Be where your clients need you with Wealth Reporting and Insights

In this rapidly changing environment, digital tools have become increasingly important to client engagement. Wealth Reporting and Insights from BNY Mellon’s Albridge is the essential tool for you to provide a seamless wealth reporting experience to your clients. The list below outlines five essential topics for you to go digital with Albridge.

Resources for Advisor Professionals

• Performance Reporting: On-demand reporting that covers performance, asset allocation, holdings analysis, transactions, benchmarking and more.
• Creating Report Packages: Present a professional, personalized view of your clients’ portfolio performance with monthly, quarterly or annual reports.
• Filtering and Sorting: Use and customize report filters to mine for data and deeper insights. Analyze investments as a whole or isolate investors/investments by specific characteristics.
• Create Portfolios (households): For greater efficiency, you can group client accounts into a logical relationship that correspond to specific planning goals or investment strategies, ownership or any other grouping criteria.
• Data Aggregation: Assemble a holistic view of your clients’ entire portfolio—including assets held away—to guide them towards their financial goals.