Wealth Managers

SEI Wealth Platform

At the centre of our wealth processing services lies the SEI Wealth Platform—a single, integrated and highly configurable technology solution with powerful wealth processing capabilities. It enables your firm to acquire, control, manage and report on all your client assets from a single point.

Your firm can benefit from more scalable, centralised and uniform capabilities that can help to both increase efficiency and mitigate risk. By simplifying operating models, your advisers have more time to focus on what matters most—building richer client relationships that increase the capital value of your business.

SEI Wealth Platform services are designed to:

  • Allow support for end-to-end client lifecycle management, across multiple client segments (advisory, discretionary and execution-only) on a single, integrated and fully hosted platform
  • Enable straight-through-processing, removing the need for manual intervention, process gaps and handovers, allowing for process and technology efficiencies, scalability and a mitigation of risk
  • Provide client centric screens allowing you to group clients by relationship, giving you a more holistic view of client information
  • Be flexible and configurable, offering you a tailored solution specific to your requirements that stays relevant to evolving business and market needs

 

SEI Wealth Platform

Client Acquistion Services*

Prospect & Client Information (CRM)
Financial Planning
Investment Proposal
Enrolment Initiation & Management
Business & Practice Insight
Monitoring

Client Management Services

Information Delivery
  •  End Client Website
  •  Statements
  •  Contract Notes
  •  Advices
ISA Administration
Case Administration
Account Maintenance

Asset Management Services

Portfolio Strategy Management Functionality
Rebalancing Service Capabilities 
Portfolio Investment Compliance
Order Management
Investment Performance Engine 

Processing Services

Asset Services
Fees and Commissions
Reconciliation
Settlement
Corporate Actions
Dealing Services
Cash Services
Trading Services

Business Management Services

Standard Firm Reporting
MI Reporting
SLA/KPI Tracking
Audit Reporting
Data Services
Practice Management
Document Services

Infrastructure Management Services

Business Continuity Services
Hosting Services
Information Security
Maintenance & Development
Production Services
System Administration

*Services not yet available.

With ongoing investment, we are continually expanding capabilities. Contact us to learn how our services may meet your changing needs.