Service Components

Some of the services and/or products mentioned may not be available in all jurisdictions.

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. Service components can be configured to meet your specific needs.

Advice Services
Deepen your advisory relationships 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 programs and materials
  • Proposal generation
  • Seminar and event support
  • Large case support

Client Management
We can 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 enrollment
  • Account administration
  • Online account access
  • Online adviser resource center
  • Transaction and performance reporting

Asset Management
Maximize the wealth creation of your customers, with well-managed investment programs 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 regulatory compliance support through:

  • Compliance and 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