Advanced Digital Solutions
BNY Mellon Active Investor provides a secure, user friendly portal to support the online inquiry and transaction needs of your shareholders. Active Investor seamlessly integrates needed functionality, such as opening and maintaining accounts, e-delivery of statements and tax forms, and buying, selling and automatic investing capabilities, into your existing service model. A virtual assistant delivers immediate help to your shareholders when and where it is needed—on screen as actions are being performed.
The portal can conform to your brand standards to provide your shareholders with a holistic branded experience. Changes can be deployed quickly and easily to support your evolving brand strategy.
The AdvisorCentral portal provides a simple and intuitive way for financial advisors and their staff to access their clients’ consolidated mutual fund account information. Firms using the portal can enhance their distribution efforts while providing valuable functionality for their financial advisors to help them manage and grow their business.
Coming in 2023 we will introduce our new Active Advisor portal. Designed to streamline practice management, Active Advisor will replace AdvisorCentral to deliver an entirely new user experience focused on simple and user-intuitive action steps, streamlined navigation and more robust capabilities.
While BNY Mellon has a robust set of procedures and defense reporting to help prevent fraud, automation through technology is essential. BNY Mellon Fraud Hub digitizes fraud prevention capabilities using artificial intelligence (AI) and other advanced technologies, so we can speed up our response to fraud attempts—and in turn help our transfer agency clients digitize more of their own account processes. Fraud Hub is integrated within our investor and intermediary technology applications.
BNY Mellon’s data repository and analytics suite gives you access to your critical investor services information. It enables you to quickly produce custom reports that can help you broaden your servicing and distribution capabilities and facilitate more effective decision making and customer service delivery.
The data repository and analytics suite simplifies your data gathering and analysis, providing you with the following features:
- Easy access to your funds’ recordkeeping data using a browser-based, end-user reporting tool
- Schedule reports to run automatically at regular intervals
- Display reports in a variety of chart formats (bar, line, pie)
- Apply predefined calculations, including sum, average, and percentage, as well as custom formulas
- Export reports to PDF, Excel, or CSV formats
BNY Mellon is committed to offering access to data in more innovative, real-time and efficient ways. Our suite of APIs provide instant access to your Transfer Agency and Subaccounting data:
- Transfer Agency APIs include services such as account application, cost basis reporting (CBR), payment instruction, transactions and trade history
- Subaccounting APIs include services such as account management, contingent deferred sales charge (CDSC) and transactions
