Retirement plan clients can now get on-the-go portfolio analytics from BNY Mellon’s new iPad app, P Mobile Dashboard.
The app allows institutional clients to look at portfolio and benchmark information on their tablets, including daily and historical returns and top overweight and underweight positions, according to BNY Mellon’s announcement.
The client-friendly app also gives plan sponsors and fund managers “on-the-go and highly useful information about their investments’ performance, exposures and allocation,” says John Gruber, managing director of global product strategy for BNY Mellon Asset Servicing’s Performance Risk Analytics group.
As financial services companies go mobile, the dashboard idea in general is taking off. A December 2011 Financial Planning story discussed the launch of Fidelity Institutional Wealth Services’ performance benchmarking dashboards for RIAs.
Danielle Reed writes for Financial Planning.