BNY Mellon has launched a Performance & Risk Analytics (P&RA) Mobile Dashboard app, bringing its Web-based services onto the iPad. The app gives a view into clients portfolio investment results and risk metrics.
P&RA Mobile Dashboard, which went live in December, is available through Workbench Mobile, BNY Mellon Asset Servicings information delivery portal.
With the new app, clients can view key portfolio and benchmark information on their iPad, including Daily Returns, Historical Returns, Top 10 Positions, Top 5 Overweight Positions and Top 5 Underweight Positions. Results can be viewed as line or bar charts, or in tabular data format. Other features include filters to review investment returns by major asset class, as well as gross or net of fees, while additional views are scheduled for delivery early this year.
As the need for instant information swells, we continue to integrate our products and services into more convenient, customizable views, says John Gruber, managing director of global product strategy for BNY Mellon Asset Servicings Performance & Risk Analytics group. The new P&RA Mobile Dashboard gives plan sponsors and fund managers true on-the-go and highly useful information about their investments performance, exposures and allocation.
(CG)