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BNY Mellon

BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries. As of March 31, 2020, BNY Mellon had $35.2 trillion in assets under custody and/or administration, and $1.8 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK).

BNY Mellon

Investment Services

  • Asset Servicing
  • Broker-Dealer Services
  • Corporate Trust
  • Depositary Receipts
  • Markets
  • Pershing Clearing Services
  • Treasury Services

Investment Management

Wealth Management

  • Family Office Services
  • Investment Servicing & Information Management
  • Planned Giving
  • Private Banking
  • Wealth & Estate Planning
BNY Mellon

Companies that integrate with BNY Mellon

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

CircleBlack
CircleBlack
CircleBlack is a wealth management platform that gives a complete financial overview of your client’s portfolio in one simple-to-access location.
Portfolio Pathway
Portfolio Pathway
Portfolio Pathway is a robust wealth management platform that started from a cloud-based portfolio management system and have evolved into a more rounded platform with additional features such as rebalancing, trading, fee billing, third party manager capabilities and more.

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BNY Mellon

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