SMAs / UMAs
Enhancing business results and client service as you grow
Your clients want the tailored strategies and rich, customized client experience you can provide - with the right partner.
SEI provides the services you need to:
- Help you to lower costs and boost profitability
- Improve operating efficiency through the use of workflow automation and straight-through processing using our tools to reduce errors, redundancy and manual data-scrubbing.
- Manage risks, track critical trends, and spot new opportunities
- Support decision-making throughout your organization with analysis tailored to each decision-maker’s specific needs.
- Deliver a premium client experience by helping you provide the high quality service, customization, and transparency.
- Stay on top of business trends and regulatory demands with SEI’s Knowledge Partnership and ComplianceAdvantage programs.
Complete array of capabilities
Our fully-integrated, scalable operating environment puts industry-leading technologies, comprehensive operating services, and the expertise of our specialized SMA team to work for you. We provide a total, state-of-the-art solution that includes:
- Account administration
- Performance calculation and reporting
- Account and trade reconciliation
- Manager trade support
Our award-winning* operating platform spans your front, middle and back offices and equips you to automate and streamline all your key business processes, thanks to real-time workflow and document management. This can bring new levels of efficiency and transparency to your business.
At the heart of it all is our innovative Manager Dashboard – a business command center that:
- Aggregates all of your operating data
- Allows you to turn it into business intelligence
- Puts powerful, flexible analytical tools at your disposal
- Gives you powerful new insights into your business dynamics
As one of the leading providers of SMA outsourcing services*, we have the knowledge, technology and capabilities to help SMA managers succeed.
* As recognized by Source Media