Investment Servicing

BNY Mellon is a leading provider of processing, technology and business intelligence services to asset managers, broker/dealers and financial advisors worldwide.

Portfolio of Services

The breadth of our capabilities, coupled with our client-centric service model, enables us to deliver totally personalized solutions that meet your specific needs. We are focused on providing the comprehensive outsourcing solutions you need to handle your daily tasks, as well as the business intelligence that will help you take hold of new growth opportunities. Our portfolio of services spans the investment continuum, providing financial advisors, distributors, and asset managers with innovative tools to run their businesses more efficiently and effectively.

• Asset Managers – United States
• Asset Managers – Europe and International
• Broker-Dealers and Financial Advisors

Client-Centric Service Model

Our clients are the center of everything we do. We focus on your succcess, working with you to meet your firm's specific needs and helping you find the right growth opportunities — ones that capitalize on your strengths and your position in the marketplace.

• Your assigned client teams are responsible for end-to-end service delivery.
• Each team includes the right contacts at each level of the organization — from the day-to-day operational level to the CEO — and is led by a senior relationship manager, directly accountable to you.
• The depth of connection at every level keeps our teams in synch with, and responsive to, your needs, ensuring that we function as your true strategic partner.