BNY Mellon has launched Workbench Mobile, a new app enabling the firms institutional clients to authorize instructions and securely access key reports and account information from their iPad.
Workbench Mobile is available now for download to registered Workbench users at the App Store through BNY Mellon Connect Mobile. The new app will be accessible by more than 30,000 client users.
With Workbench Mobile, clients of BNY Mellon Asset Servicing will be able to easily view and monitor a wide range of account investment and performance data, industry news updates and more.
The program allows users to view Workbench reports run over the past 10 days in PDF format; see updates on industry regulations and thought leadership; drill-down into account valuation changes and chart by manager, asset type, currency, country or security; view portfolio exposure across accounts and asset classes; and manage cash through Workbench.
Plan sponsors and investment managers increasingly are using their mobile devices to stay informed, take action and be more productive no matter where they happen to be, says Dan Wywoda, head of global product management for BNY Mellon Asset Servicing. From proprietary systems to web-based platforms and now mobile apps, were witnessing a revolutionary liberation of data thats transformed how people do business and how industries like ours need to respond.
We worked closely with our mobile technology client advisory group to design the new app, ensuring their feedback was built into the final product, including the vital need for maintaining a protected, secure environment, Wywoda adds.
Workbench Mobile was designed with crucial security features. BNY Mellon Connect Mobile is secured by multifactor authentication through a combination of a user ID, password and the mobile device identifier. First-time users with existing valid BNY Mellon web-based log-in credentials will be taken through an enrollment process.
New features will be added to Workbench Mobile in the next release. Enhanced features will be delivered to users mobile devices automatically through the App Store. Features planned for future release include an iPhone appdesigned for smaller devices like iPhones, Droids and newer Blackberriesplus additional content.
(CM)