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