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Integrated Digital Front-End for Wealth Management Clients

Client from 2000 – As a global financial solution provider, leader in its field, for more than 80 years BNY Mellon’s Pershing has been investing in working together to power clients’ success. In an ever-changing marketplace, BNY Mellon’s Pershing has been trusted, tested and proven to protect clients’ interests while providing them with the most innovative solutions possible.

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Every employee we have, every action we take comes back to one core commitment: a personal investment in your success.

Objectway delivers investor portal and digital client management portfolio management tools ’s integrated digital platform will enable Pershing to implement a single, fully integrated, straight-through processing solution, all within a single contract.

Objectway’s solutions will empower Pershing’s offering of workflow capabilities to wealth managers, improving management of their clients; from customisable engagement models through the whole advice process, combining human interaction with digital capabilities.

The integrated portfolio management and CRM systems will also automate operational processes while enhancing service offering, in full compliance with a post-MiFID II environment.

Business Benefits

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Enhance core clearing and custody proposition through a single, integrated, STP front-end solution

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Improve and simplify client servicing for wealth managers

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Automate operational processes

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Offer investors a multi-channel user experience and real-time collaboration tools

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BNY Mellon’s Pershing is a leading provider of clearing and custody services uniquely positioned to help complex financial services firms transform their businesses, drive growth, maximize efficiency, and manage risk and regulation.
Wealth management and institutional firms outsource to BNY Mellon’s Pershing for trading and settlement services, investment solutions, bank and brokerage custody, middle and back office support, data insights, and business consulting.
With offices around the world, BNY Mellon’s Pershing has over $2 trillion* in assets and millions of investor accounts.

* at the date of December 31, 2020