Service Components

SEI Global Wealth Services can help you with each part of your business – and help you integrate these areas into a more efficient, competitive business model.

These service components are configured to create processing and asset management solutions tailored to meet the needs of your business.

Advice Services

Deepen your advisory relationship with your customers with strategic asset allocation guidance, life-cycle information discovery and capture, and financial planning services through:

  • Asset allocation services
  • Discovery process, training, and tools

Client Acquisition

Expand your business development opportunities with sales support, prospecting and growth planning activities through:

  • Sales presentations and aides
  • Training programmes and materials
  • Proposal generation
  • Seminar and event participation
  • Large case participation

Client Management

Our process is designed to help facilitate faster, more efficient communications between your relationship managers and administrators and your customers with document/forms management, activity tracking and information delivery services through:

  • End client enrolment
  • Account administration
  • Online account access
  • Online adviser resource centre
  • Transaction and performance reporting

Asset Management

Maximise the wealth creation of your customers, with well-managed investment programmes and services – whether you distribute third-party products, manufacture proprietary strategies or do a combination of both – through:

  • Investment management process
  • SEI and/or third-party products
  • Fund and strategy level collateral and reporting
  • Investment commentaries

Processing

We help facilitate the high-quality delivery of your product offerings, with accurate, reliable and highly-automated accounting, processing, reconciliation, and reporting services through:

  • Securities processing and accounting
  • Periodic rebalancing of models, per your instruction
  • Trade facilitation

Business Management

We provide business expansion and integration services, along with continuous process improvement, quantitative and qualitative measurement, governance and support through:

  • Regulatory reporting
  • Partnership governance
  • Transformation services

Infrastructure Hosting

We support your business communications and information delivery through hardware configuration, connectivity, information security and business continuity services with:

  • Hosting
  • Disaster recovery and business continuity
  • Security
  • Service provider management

All of these services can be configured to meet the unique needs of your business.