Private Client Accounts

Managing high net worth assets is challenging. Today’s clients are looking for:

• More customization
• Greater transparency
• High levels of service
• Access to leading-edge products

SEI is here to help. Our fully-integrated operating solution gives you immediate access to the elements of an advanced, institutional-quality infrastructure, including:

• A full array of outsourced operating capabilities, such as:
  • Account administration 
  • Performance calculation and reporting
  • Account and trade reconciliation
  • Manager trade support  
• Industry-leading technologies that include real-time workflow and data management via our processing platform, which:
  • Spans your front, middle, and back offices with comprehensive straight-through-processing
  • Incorporates state-of-the-art systems for electronic recordkeeping, document imaging, and workflow management
• Institutional-quality operations and risk management, thanks to systems that increase process automation, provide for needed redundancies, and build in accuracy checks and controls.   
• Enhanced reporting and transparency with:
  • Data aggregation across your business
  • Analytical tools to deliver customized client reporting and support sound decision-making across your organization
• A scalable operating environment to accommodate your future asset and client growth
• Expert compliance guidance and support through our ComplianceAdvantage program 
• An ongoing stream of actionable business intelligence, from the SEI Knowledge Partnership, addressing your day-to-day and long-term challenges

With more than 25 years of experience in selecting, adapting, and integrating best-in-class technologies, we offer the blend of operating capabilities and business expertise you need to meet the steadily evolving demands of today’s high net worth clients and investment platform gatekeepers.