Innovative Technology

SEI has a history of developing, integrating and delivering scalable solutions to help you better serve your clients.

Risk mitigation

Our technology-enabled operational processes help to:

  • Proactively identify issues
  • Minimize exceptions
  • Resolve problems quickly

We apply industry best practices to enable straight-through-processing by implementing workflow processes, systems integration and built-in checks and controls.

And we routinely test our platforms and systems, undergoing:

  • SAS 70 Type II audits annually
  • Business continuity and disaster recovery plan tests semi-annually

Scalable, integrated platform

You’ll never be stuck with outdated or proprietary systems that can weigh down your business. SEI’s open architecture platform is designed to:
  • Help you capitalize quickly on new growth opportunities by adapting to a range of asset classes or products
  • Expand your operations incrementally or scale up rapidly, as your business growth demands
  • Leverage some of the industry’s best technology and tools
  • Continually assess the industry’s best technology to ensure SEI is providing you with the best possible solution

Operational transparency

Outsourcing doesn’t mean giving up control. In fact, our technology can improve the amount of transparency in your operations, helping you better manage your business by:
  • Ensuring accountability in our relationship by tracking activity and deadlines for ongoing deliverables
  • Enabling you to enhance compliance efforts and minimizing risk with audit trails
  • Reducing risk and enhancing transparency by storing documents securely online for a paperless, automated environment
  • Giving you the flexibility and control to run custom analyses by allowing you to export your operational data into your own systems

Actionable information – across your business

We integrate information across business segments – including data from other sources. This incorporation of back-office processing and information flows meets your front-and middle-office requirements and provides actionable information that helps you:
  • Identify trends at both a micro and macro level, providing richer reporting and analysis
  • Understand and minimize your risks
  • Enhance your decision-making process by analyzing all aspects of your business