ALTS BRI DGE
MAKING ALTERNATIVE INVESTING
EASIER, AS ONLY BNY CAN
Introducing Alts BridgeSM. The integrated solution for finding, accessing and holding alternative assets.
Bridging global asset managers, advisors, investors and the alternatives market.
Combining the breadth and depth of BNY’s established expertise across investment management, advisory, distribution, securities services, wealth technology, and custody and clearing — you can rely on a simpler integrated solution.
A CURATED MARKETPLACE
A curated marketplace of highly sought after funds selected from our network of over 500 asset managers.
WILL WORK WHERE YOU ARE
Seamlessly integrated into existing desktops providing a unified, streamlined, experience with the tools advisors already use.
TO MAKE IT SIMPLE
Intelligent automation throughout the investment lifecycle and pre-populates up to 100% of required fund documents.
KEY FEATURES
Alts Bridge is an integrated solution that will make investing in the alternative investment industry simpler.
Advisor education & fund discovery
Advisors will be able to access a suite of alternative funds across asset classes and strategies, the tools to screen for specific products, and integrated fund discovery and data rooms to 'learn more' before investing.
Automated document preparation
Pre-populated subscription documents, along with our real-time rules validation engine, are designed to help eliminate manual processes and reduce errors. This will expedite document completion and will shorten qualification time.
Simplified order entry and trade automation
A unified trade order screen across investment products and strategies will allow advisors to view order status, see and execute capital calls and distributions and manage investment lifecycle and workflows in one place.
Integrated account reporting
Advisors will be able to view their clients' alternative assets alongside their existing portfolios, provide them a comprehensive view of all investments and real-time updates they will be able to act on.
NEWS & INSIGHTS
This material has been provided for informational purposes only and should not be construed as investment advice or a recommendation of any particular investment product, strategy, investment manager or account arrangement, should not serve as a primary basis for investment decisions and does not constitute an offer to sell or a solicitation of an offer to buy any security. Prospective investors should consult a legal, tax or financial professional in order to determine whether any investment product, strategy or service is appropriate for their particular circumstances. This information may contain forward-looking statements regarding future events or expectations and is only current as of the date indicated. There is no assurance that such events or expectations will be achieved. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission.
Investors should be aware that an investment in an alternative fund is speculative and involves a high degree of risk. Alternative funds can be highly illiquid and are not typically listed on any securities exchange or traded in any public or other market. An investment in an Alternatives fund is suitable only for persons who have no need for immediate liquidity in their investment. Investors, therefore, must bear the financial risks of this investment for an extended period of time. An investment in an Alternative fund does not constitute a complete investment program. An investor could lose all or a substantial portion of his or her investment.
BNY makes no representation as to the accuracy, completeness, timeliness, merchantability or fitness for a specific purpose of the information provided in this material. BNY assumes no direct or consequential liability for any errors in or reliance upon this material. The information contained is for informational purposes only and is not a commitment to deliver any product or service. BNY makes no representations or warranties regarding the product, its features, or its availability, which are subject to change at any time. The platform is expected to be available to U.S. Registered Investment Advisors (RIAs) and Independent Broker-Dealers (IBDs) who are clients of BNY Pershing. BNY will not be responsible for updating any information contained within this material and information contained herein is subject to change without notice.
The Alts Bridge platform is for professional use only. Not intended for use by the general public.
Investment Products: Not FDIC Insured / No Bank Guarantee / May Lose Value