BNY Mellon unveils wealth platform
Private Workbench allows clients to prepare a range of reports on holdings, transactions, taxes and other items.
BNY Mellon Wealth Management of Boston has launched an Internet platform for wealthy individuals (with at least $2 million in investible assets) and their advisers designed to give them a detailed look at their accounts and access to reporting and other capabilities.
The new site, called Private Workbench, took nearly two years to develop.
It allows clients to prepare a range of reports on holdings, transactions, taxes and other items.
It also provides for messaging directly to BNY Mellon, the ability to receive personalized alerts about their accounts; and have access to online banking and brokerage activities.
The Bank of New York Mellon Corporation has more than $20 trillion in assets under custody and administration and more than $1.1 trillion in assets under management.
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