Infrastructure and Technology

SEI's transformational service and technology capability is designed to reorient a banks' infrastructure and processes towards fulfilling the needs of its end clients. This capability is designed to incorporate functionality for client relationship management, financial and non-financial advice, investment modeling and decision support through to full client accounting, portfolio administration and reporting. It will even allow you to hold third-party accounts and integrate information from other advisers, giving you a level of insight about your clients like never before.

A truly innovative solution, the platform is being built on a deep understanding of the new wealthy client and how advisers must adapt to serve them and provides truly end-to-end functionality, all residing on a single global platform. It gives you a holistic view of client relationships and their activities with control metrics enabling banks to monitor activities all on a real time basis.

It can be utilized either on a standalone service basis or as part of our goals-based investment capability. The technology is modular-based, which allows us to design a solution to your exact needs. 

Investing more in your clients than in your infrastructure and other non-revenue generating activities can help reduce operational risk.