Through Private Workbench, our proprietary Web-based information delivery platform, we can meet the information needs of diverse users, including the family office, family members, investment managers, and advisors. Key advantages include:
Security and Usability
Single sign-on, with one password to a breadth of data, and a highly intuitive, easy to navigate platform
Fully Integrated Client Information
Consolidated view of all investment and private banking information for your BNY Mellon Wealth Management relationship, with drilldown to additional details
Robust Information Management, Reporting and Delivery:
Reporting tools that are adaptable to each client’s needs, with both customizable and standardized reports available, as well as access to client statements and documents online
Client-Driven Personalization
Site built to reflect your specific needs, with client-driven alerts and notifications
Education and Insights
Investment and wealth management commentary and articles online, as well as regular market or other pertinent updates
For a demonstration of these capabilities, please visit our site tour »
