Securities Services
BNY MANAGED
Product innovation and scale for personalized investment solutions.
Asset and wealth managers work closely with their investors to offer personalized solutions across all products and asset classes. With BNY Managed Account Solutions, you may be able to expand distribution across all channels and deliver managed account solutions faster, without adding complexity, compromising client service or stretching resources.
Core Capabilities of BNY Managed Account Solutions
Managed Account
Solutions
The combination of BNY Managed Account Solutions’ fully integrated tech-enabled solution and experienced team helps asset and wealth managers simplify the distribution and support of personalized portfolios across all asset classes. Our multi-sleeve account solution makes it easier to scale your investment strategies while meeting clients' preferences, tax management requirements and reporting needs.
Connectivity to
Counterparties
Our integrated processes and data services manage a complex network of distribution platforms, custodians and trading counterparties, so you can reduce time to market. Start the trading day with confidence across thousands of accounts with our fully integrated platform and outsourcing solutions.
Full Outsourcing
Support
BNY Managed Account Solutions lets you serve all your clients on a single platform — from model delivery to manager traded separately managed accounts.
You can develop tax-aware solutions without compromising your investment process. Additional complementary products and services help you achieve greater integration across the entire investment lifecycle.
Value Delivered through BNY Managed Account Solutions
Accelerate Product Innovation with Managed Account Solutions
Our solution allows asset and wealth managers to efficiently align their product offering in various account structures and asset classes directly to their valued clients and across all third-party distribution platforms, including wire houses, regional broker dealers, TAMPs and banks.
Enhance
Revenue
Opportunities
Enhance revenue opportunities by combining your investment strategies into a single solution. Launch new products and enter new distribution channels without stretching your capital or operations.
Scale Across
Distribution
Channels
Use BNY Managed Account Solutions to help drive profitability to potentially position you to attract high-net-worth investors by launching SMA strategies and delivering personalized and tax efficient portfolios at scale. Help keep costs predictable and scale operations with integrated processes, data solutions and automated workflows.
NEWS & INSIGHTS
More insights
NEWSROOM
BNY announced the successful closing of its acquisition of Archer Holdco, LLC ("Archer"), a leading technology-enabled service provider of managed account solutions to the asset and wealth management industry. The entry into the definitive agreement to acquire Archer was previously announced on September 5, 2024.
NEWSROOM
BNY has entered into a definitive agreement to acquire Archer Holdco, LLC ("Archer"), a leading technology-enabled service provider of managed account solutions to the asset and wealth management industry.
Views | Risk & Resiliency
As the U.S. Treasury market continues to grow rapidly, both public and private sectors continue to consider solutions to promote a safe and liquid environment. BNY explores how appropriate leverage ratio reform, paired with prudent risk management and other solutions, could promote increased liquidity and lay the foundation for a more resilient Treasury market.
Trends | Payments
Explore real-time payments, regulatory trends, liquidity management and the modern infrastructure needed to support them. BNY provides some insights.
Ready to Start Scaling Your Managed Account Solutions?
Contact us to learn how BNY Managed Account Solutions can support the transformation of your investment operations.