CIBC Mellon has announced the Canadian release of its Workbench Mobile app for the iPad. The new app enables the firm’s institutional clients to authorize instructions and view reports and account information on the go.

Available features include:

  • Recent reports—view Workbench reports run over the past 10 days in PDF format.
  • Dashboard—view account valuation changes and chart by manager, asset type, currency, country or security.
  • Lookup—view portfolio/issuer exposure across accounts and asset classes.
  • Instructions—available for those custody clients who manage cash through Workbench and authorize cash transactions.

Registered Workbench users can download the app through the BNY Mellon Connect Mobile portal.

CIBC Mellon has also indicated plans to optimize the app for the iPhone and other handheld mobile devices.