Financial Solutions

Solutions that help you maximize wealth and investment strategies to improve profitability and accelerate growth

What we do

OUR VALUE

We bring together investment access, planning tools and liquidity support, so you can spend more time with your clients and deliver greater value.

How we help

SOLUTION HIGHLIGHTS

01

Flexible Investment Access

Streamline portfolio construction with access to curated investment solutions, including alternatives, ETFs and managed accounts, designed to support personalized strategies and operational efficiency.

02

Planning & Wealth Transfer Solutions

Help clients plan with purpose. Our retirement tools, trust services, philanthropic solutions and integrated planning capabilities can simplify administration and support meaningful conversations.

03

Integrated Lending & Cash Management

Support your clients’ liquidity needs with integrated lending and cash management tools. From automated sweep programs to flexible credit lines, our solutions help you manage assets more efficiently, without disrupting investment strategies.

We we offer

PRODUCTS & SERVICES

A unified set of investment, planning and liquidity capabilities that give you the tools to deliver smarter strategies and a seamless client experience.

Investment Solutions

Estate Planning Solutions

Retirement Solutions

Banking Solutions

Access a broad suite of investment products, from alternatives and ETFs to managed accounts and direct indexing, designed to support personalized, scalable strategies.

Explore Investment Products

Visit BNY Investments

Learn about Alts Bridge

Help clients protect and pass on their wealth with trust and philanthropic tools designed to support thoughtful giving and long-term financial confidence.

Explore Philanthropy Solutions

Explore Trust Solutions

Equip clients with diverse investment options and planning tools to help grow and manage retirement assets effectively.

Explore Retirement Solutions

Support client liquidity needs with automated cash management and flexible lending tools designed to keep assets working while enabling access to funds.

Explore Cash Management Solutions

Explore Lending Solutions

What you gain

BENEFITS AT A GLANCE

Less Time Managing, More Time Advising

Spend less time on day-to-day management by leveraging solutions that streamline investment access, planning and liquidity, so you can focus on client loyalty.

Insight That Builds Trust

Deliver advice with confidence using tools and products designed to support long-term planning, personalized strategies and meaningful client outcomes.

Scalable Support for Growth

From flexible liquidity tools to model portfolios and retirement resources, our platform helps you manage more with less, so you can grow effortlessly.