BNY Mellon has launched Workbench Mobile, a new app enabling the firm’s institutional clients to authorise 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 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 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
? Authorise 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.
“We worked closely with our mobile technology client advisory group to design the new app, ensuring their feedback was built into the final product, including the vital need for maintaining a protected, secure environment,” Wywoda added.
