Page 15 - Investment Advisor - September 2023

Financial &

Investment

Innovation

FIrMs investing. Over the past 12 months, Fidelity deepened Bond
Beacon’s capabilities and added new features to provide advisors,
Asset/Portfolio Management & Custodial Firms broker dealers and family offices with even more support to man-
age and construct fixed income portfolios.
BnY Mellon | Pershing Bond Beacon addresses the market complexities and regulatory
BNY Mellon Pershing’s obligations that make it increasingly difficult for wealth managers
NetX360+, launched in June 2022, brings together more than to navigate the bond marketplace. The platform uses real-time
300 functions in a secure, scalable, integrated, high-performance data and analytics to trade against live markets, providing robust
digital environment. NetX360+ supports multiple business chan- analytics and data pre-trade, at-trade and post-trade to inform
nels and by leveraging artificial intelligence, the platform can decisions and oversight throughout the execution lifecycle, which
customize content both by segment and by persona. It delivers substantially cuts the time needed for transactions.
an updated experience meant to capitalize on the strengths of the
existing platform, providing simplified features and streamlined nia Impact Capital
navigation and workflows. Nia Impact Capital, founded in 2017, is a
BNY Mellon Pershing has also introduced an intelligent search women-led investment and asset manage-
making it easier to find relevant information and includes client ment firm that builds global equity port-
insights. In addition, the firm has added “Guide Me,” an integrated folios to help clients invest their assets with purpose. The May
learning tool that provides on-demand digital learning content to 2022 rollout and growth of Nia Impact Solutions Fund, a gender
enable faster, more seamless adoption of the platform. lens mutual fund, created an opportunity to bring impact investing
to public markets. The fund focuses on investing at the intersec-
Crowdstreet Advisors tion of environmental sustainability and social justice, combined
CrowdStreet Advisors is the with active management and corporate engagement to increase
investment management arm of real estate investing platform accountability and return on investment.
CrowdStreet. It was created to become the primary access point
for advisors to invest in private commercial real estate and a trust- Broker-dealers
ed resource for the latest research and education on the industry
and commercial real estate market. Atria Wealth solutions
With CrowdStreet Advisors, wealth managers and their cli- Atria Wealth Solutions designed its
ents access curated private commercial real estate opportunities BusinessOptimizer for the financial insti-
selected from CrowdStreet’s proprietary deal flow, sourced from a tution marketplace to take member lead generation beyond branch
network of some 300 real estate sponsors, developers and opera- referrals. This is an integrated, interactive planning and goal-set-
tors. The firm provides exposure to middle-market commercial ting tool within Unio, the firm’s proprietary, fully integrated advi-
projects with gross asset values typically ranging from $40 million sor technology platform. It transforms high-level, long-term goals
to $100 million. into a daily engagement plan that is simple to understand and uses
real data to show financial professionals the path to real results.
Fidelity Investments The technology performs forensic diagnostics on aggregated
Bond Beacon, a Fidelity Institutional account data, including product mix, invested dollar growth and
solution, is designed to provide wealth management firms with revenue. It then uses the data to deliver clear growth strategies for
a comprehensive platform to manage all aspects of fixed income financial professionals in banks and credit unions.

September 2023 Investment AdvIsor 13