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.
• Access for Investors: A streamlined investor experience offers default, advanced and basic views and secure self-service tools.
• Creating Report Packages: Present a professional, personalized view of your clients’ portfolio performance with monthly, quarterly or annual reports.
• Email Reports: Stay connected with clients digitally by sending ad hoc reports through email with a secure link.
• Data Aggregation: Assemble a holistic view of your clients’ entire portfolio—including assets held away—to guide them towards their financial goals.