OmniAccess provides a platform to better access omnibus data and tools to help manage shareholder servicing obligations while servicing and coordinating with funds and distributors.
Fund Start-Up
We understand that money managers launch mutual funds for various reasons. Whether the goal is to diversify investment offerings for clients, broaden distribution opportunities, embrace a new business strategy or for some other purpose, setting up and maintaining a mutual fund can be a complicated process.
We offer a comprehensive, turnkey solution for a smooth, cost-effective start-up. You can choose to establish a portfolio within the RBB or FundVantage fund families — two fund groups created to launch and operate a fund in the most efficient manner possible — or as a stand-alone entity, we can take the guesswork out of creating a new fund.
Our services include:
- New fund consulting
- Fund accounting/administration including regulatory and tax services
- Blue Sky registration
- Transfer agency/shareholder services
- Custody
- Securities lending
- Distribution support
- Print mail
Who's helping you?
Turn to BNY Mellon for unparalleled dedication, experience and support throughout the investment process.
