SEI's workflow system was created to increase the efficiency of the account administration process. Through a series of auto-fill features and internal accuracy checks, SEI can process all account administration and interface into the accounting system with increased accuracy and efficiency, which helps mitigate risk and minimize operational costs.

Our comprehensive services include:

§    Account maintenance

§    Account profile data

§    Investment restriction or strategy

§    Account transfers

§    Account monitoring

§    Account terminations

§    Proxy services

§    Document imaging and retrieval