Products
BNY Mellon Launching iPad App
BNY Mellon has launched Workbench Mobile, an iPad app
enabling the firm’s institutional clients to authorize instructions and
securely access key reports and account information.
Reported by Rebecca Moore
Workbench Mobile is available for download to
registered Workbench users at Apple’s App Store through BNY Mellon Connect
Mobile. First time users with existing valid BNY Mellon web-based
log-in credentials will be taken through an enrollment process.
With
Workbench Mobile, clients of BNY Mellon Asset Servicing will be able to
view and monitor a range of account investment and performance
data, industry news updates, and more.
Available features include:
- Recent Reports – view Workbench reports run over the past 10 days in PDF format
- BNY Mellon Regulatory News – updates on industry regulations and thought leadership
- Valuation Dashboard1 – drill-down into account valuation changes and chart by manager, asset type, currency, country or security
- Lookup Exposure to Issuers1 – view portfolio exposure across accounts and asset classes
- Authorize Cash Instructions2 – for custody clients who manage cash through Workbench