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iPad app lets institutional clients view and use data E-mail

August 9, 2011

BNY Mellon launched Workbench Mobile, a new app enabling the firm’s institutional clients to authorize instructions and securely access key reports and account information from their iPad.

Workbench Mobile is available now for download to registered Workbench users at the App Store through BNY Mellon Connect Mobile. The new app will be accessible by more than 30,000 client users.

With Workbench Mobile, clients of BNY Mellon Asset Servicing will be able to easily view and monitor a wide range of account investment and performance data, industry news, and more, the company said. Available features include:

BNY Mellon Regulatory News—
Updates on industry regulations and thought leadership.

Valuation Dashboard—
Drill-down into account valuation changes and chart by manager, asset type, currency, country or security.

Lookup Exposure to Issuers—View portfolio exposure across accounts and asset classes.

Authorize Cash Instructions—For custody clients who manage cash through Workbench.

“Plan sponsors and investment managers increasingly are using their mobile devices to stay informed, take action, and be more productive no matter where they happen to be,” said Dan Wywoda, head of Global Product Management for BNY Mellon Asset Servicing. “From proprietary systems to web-based platforms and now mobile apps, we’re witnessing a revolutionary liberation of data that's transformed how people do business and how industries like ours need to respond.”

BNY Mellon Connect Mobile is secured by multifactor authentication through a combination of a user ID, password, and the mobile device identifier. First-time users with existing valid BNY Mellon web-based log-in credentials will be taken through an enrollment process.

New features will be delivered to users’ mobile device automatically through the App Store. Features planned for future release include a smartphone app designed for smaller devices like iPhones, Droids, and newer Blackberries, plus additional content.

http://www.prnewswire.com/news-releases/bny-mellon-asset-servicing-launches-workbenchsm-mobile-for-the-ipad-126104983.html

 

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