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.
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
- Securities lending
- Distribution support
- Print mail
Invested in You
Turn to BNY Mellon for unparalleled dedication, experience and support throughout the investment process.