As part of our fully-integrated operating environment, SEI has implemented industry-proven technology for workflow and data management. This technology provides standardization across workflow processes and includes numerous business rules that increase accuracy and efficiency. A key to our effectiveness is providing clients with complete online access to all source document images and operational processes.

Our services include:

§      Real-time Internet access to all account paperwork

§         Receipt and processing of new accounts

§         Built-in completeness and accuracy checks

§         Security APL interface for entering account information

§         New account review

§         Electronic interface with sponsors (when applicable)

§         Rapid account openings

§         Suitability assessment assistance for manager

§         Welcome letter generation