Canada's leader in asset servicing
Asset Servicing Centre
Products & Services
Accounting and reporting
Accounting
Financial statement preparation
Fund valuation
Reporting
Tax return preparation
Capital markets
Currency hedging
Foreign exchange
Global securities lending
Transition management
Custody
Domestic custody
Global custody
Subcustody
Prime custody
ETF services
Information delivery
PIN
SWIFT
Workbench
Performance & risk analytics
eCharts
Fund analysis
Investment monitor
Manager profiles
Performance measurement
Portfolio analytics
Private exchange
Universes
Recordkeeping services
Retirement plan services
Benefit payments
Master trusts
Multinational
Industry Solutions
Alternative investment funds
Corporations
Endowments and foundations
ETF providers
Global financial institutions
Governments
Insurance companies
Investment funds
Pension plan sponsors
Information Delivery
CIBC Mellon provides flexible information delivery, offering our clients a range of methods to receive their data.
Our online reporting product, Workbench, seamlessly integrates custody, accounting, and performance and risk analytics information to give our clients access to all their portfolio information from one source.
Our pensioner information network, (PIN), enables plan sponsors to respond to pensioner inquiries, check payment status and generate monthly payroll reconciliation reports.
For our international clients, we provide standardized message reporting through SWIFT (Society for Worldwide Interbank Financial Telecommunication).
CIBC Mellon’s unitholder recordkeeping reporting provides you with extensive unitholder information delivered through a secure web-based channel.
RELATED PRODUCTS
Performance measurement and analytics
CONTACT US
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