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Secured Solutions

Feel confident that your assets and information are secure through our full range of custody, administration and reporting services. Whether we are delivering performance analytics, processing payments, providing tax-related support or simply safeguarding funds, you have a full view of your financials and the actions we take on your behalf.

Global Custody
With a master global custodian with a stable bank, families can help mitigate downturns in the financial markets.
Information Reporting
Benefit from our information reporting, including financial reporting, tax-related reporting, Web-based reporting and analytics.
Performance Monitoring, Measurement & Analysis
Access our performance analytics, global performance reporting and Global Investment Performance Standards (GIPS®)-compliant reporting.
Cash Processing
Use client or BNY Mellon-initiated cash processing, including ACH transfers, wire and check processing.
Partnership Accounting
Benefit from our partnership accounting services, including cash or accrual-based accounting, Section 704c tracking, and tax return preparation
Ready to talk about what’s next?