BNY Archer's Solution for Multi-Sleeve Accounts

This case study outlines how BNY Archer collaborated with various asset managers to enhance operational efficiency and scalability. It specifically details the experience of a global asset manager that aimed to expand its product offerings by integrating equity and fixed income strategies into a single account structure. The firm faced challenges due to its existing technology, which was inadequate for the desired product composition, and the inexperience of its staff with the new strategy. To address these issues, BNY Archer provided a scalable solution through its platform, enabling the creation of multi-sleeve accounts that consolidated multiple assets into one custodian account. This approach not only reduced future capital expenditures and the need for additional staff but also allowed the firm to broaden its offerings, thereby transforming its brand into a recognized solution provider for the Registered Investment Advisor (RIA) channel.