Portfolio Manager Experience (PME).

The SEI Wealth Platform's^SM Portfolio Manager Experience (PME) delivers infrastructure that supports investment managers throughout the client lifecycle, automating administrative tasks that have previously been undertaken by client facing teams. Portfolio administration, management and monitoring infrastructure allow firms to efficiently deliver their investment best thinking, across centralised or decentralised models and on a local or global level.

The flexible system supports new growth, client types and propositions (models, bespoke, both internal and external managers and fund businesses).

Deliver personalisation at scale

PME provides a holistic view of an investor’s investments, enabling the advisor to engage with the client through multiple touch points. It also provides complex portfolio management including households and tax management supporting all major asset classes and multi-currency for processing and reporting purposes. PME allows our clients to recognise the specific needs of the end-customer and deliver a personalised experience at scale.

Event based in its nature, PME focuses on the experience of a portfolio manager and their working day. Developed by spending time with portfolio managers to understand how they work, we identified events that may require investment action as they appear, helping portfolio managers ‘organise’ their day and stay on top of accounts through monitoring tools that enable effective management. Without this, it can be difficult to identify accounts requiring attention, leading to a less effective approach to workflow management.

Important Information

The material on this webpage is provided for informational purposes only, for intended recipients who are professional investors and is not for further distribution.

This information is issued and approved by SEI Investments (Europe) Ltd (“SIEL”) 1st Floor, Alphabeta, 14-18 Finsbury Square, London EC2A 1BR. 
SIEL is authorised and regulated by the Financial Conduct Authority in the United Kingdom. While considerable care has been taken to ensure the information contained within this webpage is accurate and up-to-date, no warranty is given as to the accuracy or completeness of any information and no liability is accepted for any errors or omissions in such information or any action taken on the basis of this information. 

The views and opinions on this webpage are of SIEL only, which are subject to change. They should not be construed as investment advice.

The value of an investment and any income from it can go down as well as up. Investors may not get back the original amount invested.