Pershing unveils new portal for investment managers
October 15, 2019

BNY Mellon's Pershing has today unveiled its new manager gateway, described as a consolidated digital solution that features a centralized portal, delivering simplified account access and a seamless model delivery process.

A successor to the Manager Workstation, Pershing's Manager Gateway helps asset managers act on service requests and orders with ease, reduces duplicative efforts and automatically collects and processes information on behalf of their clients.

Pershing says Manager Gateway features a new, intuitive user interface, and includes: 1) an enhanced workstation application that streamlines day-to-day processes for investment managers, and 2) a workflow tool that allows model providers to efficiently create, manage and deliver models to investment professionals.

"Demand for model portfolios continues to rise, as advisors increasingly look to scale their business and focus on delivering added value to clients," said Sarah Chain, Director of global strategy and product management at Pershing. "Manager Gateway will make it easier and more seamless for investment managers to build, manage and deliver models so they can better meet the evolving needs of advisors."

Available to all investment managers on Pershing's managed accounts platform, Manager Gateway uses a single ID for easy access to all accounts, account details, billing, corporate actions, transactions and on-demand performance reports. It also eliminates the need for co-mingled manager codes, delivering better efficiencies to active sleeve managers via a single portal access.

Pershing says Manager Gateway has a completely redesigned user interface, which includes new features such as type-ahead, expanded search, and on-demand access to reports. Additionally, managers can customize their view using new context search criteria based on firm, style, investment professional and/or account.





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BNY Mellon's Pershing has today unveiled its new manager gateway, described as a consolidated digital solution that features a centralized portal, delivering simplified account access and a seamless model delivery process.

A successor to the Manager Workstation, Pershing's Manager Gateway helps asset managers act on service requests and orders with ease, reduces duplicative efforts and automatically collects and processes information on behalf of their clients.

Pershing says Manager Gateway features a new, intuitive user interface, and includes: 1) an enhanced workstation application that streamlines day-to-day processes for investment managers, and 2) a workflow tool that allows model providers to efficiently create, manage and deliver models to investment professionals.

"Demand for model portfolios continues to rise, as advisors increasingly look to scale their business and focus on delivering added value to clients," said Sarah Chain, Director of global strategy and product management at Pershing. "Manager Gateway will make it easier and more seamless for investment managers to build, manage and deliver models so they can better meet the evolving needs of advisors."

Available to all investment managers on Pershing's managed accounts platform, Manager Gateway uses a single ID for easy access to all accounts, account details, billing, corporate actions, transactions and on-demand performance reports. It also eliminates the need for co-mingled manager codes, delivering better efficiencies to active sleeve managers via a single portal access.

Pershing says Manager Gateway has a completely redesigned user interface, which includes new features such as type-ahead, expanded search, and on-demand access to reports. Additionally, managers can customize their view using new context search criteria based on firm, style, investment professional and/or account.



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