As the first and largest third-party provider of subaccounting in the U.S., with more than 155 million active positions, BNY Mellon has the in depth knowledge and experience to support firms looking to aggregate customer trades and accounts.
Envision Financial Systems offers on-demand mutual fund investor recordkeeping services and/ or technology to broker dealers, trust departments and other financial intermediaries looking either for a subaccounting platform or an alternate to direct ‘check and app’ mutual fund business.
