BNY MANAGED
ACCOUNT SOLUTIONS


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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.


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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 products 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.

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