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Soft Dollar Commission Management
In todays competitive environment it is more important than ever to increase operational efficiencies. SEI's soft dollar service simplifies, accelerates and automates the soft dollar process. Through SEI's web application, clients receive real-time information and control for intraday monitoring of trade details, soft dollar commissions, invoices and reporting. In addition, SEI maintains a network of top-quality executing brokers, which includes some of the largest, most respected firms on the street. The strength of our relationships with these firms ensures that our clients receive both quality execution and superior service at a competitive price.
Through our strategic partnerships, SEI is able to provide a state-of-the-art, web-based soft dollar commission management application. This powerful new soft dollar system enables you to better manage the utilization of your commission dollars. Enroll Now
Resources to Help Manage Your Commissions
SEI can help you meet the challenges of today's tough, competitive environment and be ready for whatever tomorrow might bring. SEI has been a forward-looking provider of brokerage services for more than 20 years. Today we are uniquely equipped to offer our clients customized, commission management solutions coupled with the power of SEI's deep resources.
Execution Services
SEI is committed to helping our clients fulfill their "best execution" obligations. Rather than limiting our clients' choice of brokers to one or two, SEI has partnered with some of Wall Street's most prestigious firms. By providing a choice of executing brokers you can be ensured that your trade executions are directed to the most qualified broker.
Legal and Regulatory
In today's changing environment, it is important to keep abreast of regulatory developments in the soft dollar arena. We provide our clients with notification of major regulatory events as they occur, and ensure that regulators are made aware of our clients' interests when significant changes are being contemplated. SEI's resources provide valuable insights into the latest legal and compliance issues.
Investment Research
SEI offers clients a broad range of proprietary and third party investment research. We can provide you with access to micro and macro economic research, forecasting, pricing and technology. Additionally, we can provide insight to various third party providers; we'll even review and analyze your current research arrangements to ensure that you are taking full advantage of your options.
Vendor Relations
SEI is more than a soft dollar provider; we effectively become your accounts payable area. Along with issuing checks to your research vendors on your behalf, we relieve you of the administrative burdens of dealing with contracts, billing discrepancies and any other issues that arise.
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Service and Support
SEI has a dedicated team of implementation specialists available to answer any operational or general questions. For more information please contact your SEI brokerage representative or call SEI Brokerage Services at 610-676-1885.
Extreme market conditions may effect trade execution, cost and performance.
Brokerage services are provided by SEI Investments Distribution Co. ("SIDCO"), a registered broker-dealer, member NASD/SIPC. and wholly owned subsidiary of SEI Investments Company. 1 Freedom Valley Drive, Oaks, PA 19456. 610-676-1000
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| Online Access |
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Real-time access to your account
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View/Report by trade, settlement or process date.
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Invoice payment details and retrieval
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MS Excel & PDF downloads
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Automated invoice approval
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 Account Login |
| New Users Sign Up |
| Executing Brokers |
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Domestic Securities
Broadcort / Merrill Lynch
Pershing
Jefferies & Co.
UNX, Inc.
Deutsche Bank Securities, Inc.
J.P. Morgan
ITG Inc.
Bear Stearns
International Securities
Pershing
HSBC Securities Asia / US Only
Bear Stearns
Instinet Corporation
Fixed Income
Bear Stearns
ITG Inc.
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