Our Proven Approach

To grow revenue and retain more sophisticated clients, you need to provide new products and services and reduce costs at the same time. Maintaining processing operations and technology to support your business can consume precious resources. The solution: outsource your investment processing operations to SEI, an industry leader.

By outsourcing operations and leveraging SEI’s experience, you can reduce your business infrastructure and risk, lower the lifetime cost of systems and avoid the burden of hiring, training, retaining and replacing employees.

Comprehensive Solutions

• SEI offers a unique business outsourcing solution that fully integrates experienced people and best-practice processes enabled by best-of-breed technology.
• A solution that can help you grow by:
  • Supporting your ability to offer new products and service
  • Raising the level of care you provide to your clients
  • Enabling you to achieve strategic cost reduction
  • Mitigating operational, regulatory and relationship risk

Investment Processing Capabilities

SEI's BSP solution includes comprehensive services in the areas of:

• Asset Services
• Securities Processing
• Mutual Funds Processing
• Investment Services
• Cash Processing
• Pension Payment
• Administrative Services
• Account Information Access and Reporting
• Tax Reporting
• Audit, Compliance and Regulatory
• Standard Operating Guidelines
• Value-Added Services

Services provided by SEI Private Trust Company, a federally chartered thrift.