Separate Account Services
Addressing the challenge of “mass customization” in the real world
Managing large institutional or private client accounts, or a growing number of individual accounts, presents several challenges, including:
- Rising demands for customization and increased transparency
- The ability to deliver a superior client experience
Our award-winning separate accounts solution* blends SEI’s operating expertise with best-in-class technology. We test, adapt, and integrate technology to help you:
- Lower operating costs
- Increase profitability potential and transparency
- Manage risks
- Create greater transparency for your business
- Give clients the premium service they demand
Our comprehensive operating capabilities – account administration, performance calculation and reporting, account and trade reconciliation, and manager trade support for all separate account types – help you:
- Combine electronic recordkeeping, interactive forms, document imaging, and sponsor connectivity in a total, scalable solution.
- Reduce errors and minimize manual data-scrubbing as you accelerate production, using advanced tools for real-time workflow management, process automation, and straight-through processing.
- Track critical trends and spot new opportunities in your business. Our innovative online dashboard tool not only aggregates all of your business information, but also provides analytical tools tailored to the needs of each decision-maker.
With $392 billion in assets under administration and servicing over 50,000 accounts around the globe (as of December 31, 2009), SEI has the tools that help make separate account managers successful.
* As recognized by Source Media