14 DAY TRIAL // BNY Mellon, a global financial services company focused on helping clients manage and service their financial assets, has launched a new iPad app called Workbench Mobile.
According to its makers, Workbench enables institutional clients to authorize instructions and securely access key reports and account information directly from their Apple tablet. BNY Mellon Asset Servicing clients will be able to view and monitor a wide range of account investment and performance data, as well as industry news updates, and other aspects, right on their 9.7-inch screen, thanks to Workbench.
BNY Mellon touts the following key features for its new iPad app:
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 Authorize Cash Instructions – for custody clients who manage cash through Workbench
Available for download to registered Workbench users, the new app will be accessible by more than 30,000 clients worldwide, said BNY Mellon.
The investment firm pledges to add new features in the next Workbench Mobile release, as well as a native iPhone app.
Commenting on their release, Dan Wywoda, head of global product management for BNY Mellon Asset Servicing, said "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.”
"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.