Managed360(r) available to clients of BNY Mellon's Pershing Advisor Solutions.
JERSEY CITY, N.J: Managed360(r), a turnkey managed account solution designed to help advisors realize increased efficiencies and drive scale, is now available to its clients, BNY Mellon's Pershing Advisor Solutions announced.
The announcement comes on the heels of the introduction of ManagedConnect--a dual contract managed account offering--underscoring Pershing's commitment to supporting growth in the registered investment advisor (RIA) market. Managed360 is a wrap program offered through BNY Mellon's Lockwood Advisors, Inc. (Lockwood), an affiliate of Pershing LLC. The program brings Lockwood's long history of expertise in managed accounts to Pershing Advisor Solutions clients.
Gabriel Garcia, managing director and head of relationship management at BNY Mellon's Pershing Advisor Solutions, said, "As investor attitudes and demands change, advisors are increasingly being challenged to define their unique value proposition and investor experience." Managed360, now available on Pershing Advisor Solutions' brokerage platform, pairs investment selection, due diligence and comprehensive proposal and reporting capabilities with institutional-quality research delivered by Lockwood and supported by the BNY Mellon Manager Research Group. The program features a diverse set of investment solutions--including separately managed accounts, unified managed accounts, mutual fund wrap accounts and third-party strategists--as well as a faster onboarding process, among other enhanced functionality.
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|Publication:||Daily the Pak Banker (Lahore, Pakistan)|
|Date:||Nov 6, 2018|
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