SEI uses innovative technology to provide managers with critical business knowledge needed to manage their SMA business. The SMA Dashboard is an internet- based application that consolidates data from numerous sources, giving managers a wealth of information ranging form account and strategy reporting to detailed business analytics. Information can be delivered via hard-copy or email through our workflow tool viewed online. By design, we can provide consolidated business and operational data in formats that are useful in all facets of decision-making.

Our services include:

§         Account performance calculation

§         Periodic and ad-hoc statement generation

§         Fulfillment  and distribution of reports

§         Business management reports

§         Sales management reports

§         Operations and service level reports

§         Profitability reports

§         Daily portfolio management reports

§         Comprehensive management reporting

§         Performance composite calculation and maintenance

§      Customized reporting