SEI Wealth Platform COO Dashboard Tour
Streamline operations and increase efficiency. Explore the interface for COOs.
Take advantage of a platform that is designed to seamlessly manage your global operations and supports trades across more than 129 exchanges, in 42 countries and 43 currencies.*
Make your business more efficient with a system that automatically assigns tasks and exceptions to the right people.
Easily identify errors; when everything happens within a unified platform, you can see who initiated a transaction, who approved it, and where it is now.
Manage better with near real-time access to your team’s performance.
Identify opportunities across your firm with net inflows and outflows, and an interface that’s customized to your business.
Understand your revenue sources with executive dashboards set up to reflect what’s most important to you.
*As of 12/31/2021.
Services provided by SEI through its affiliates and subsidiaries.
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