2/3/2009
By Sophie Baker
SEI has launched a set of services for UK wealth managers to enhance their ability to manage client accounts more efficiently and in a more compliant manner.
In today's evolving regulatory environment, SEI has seized the opportunity to add to its platform that delivers a fully-integrated suite of services for wealth managers.
Wealth managers will also be able to execute mass trades across their client base, and prepare client statements grouped by families or client types, which both allow for improved time management and client service.
The platform also offers risk configuration options for clients, as well as improved services for pre- and post-trade investment compliance.
"SEI's Global Wealth Platform was built to meet our clients' need for growth through key market drivers such as advice, open architecture and regulatory capabilities," said Joseph P. Ujobai, executive vice president of private banking at SEI.
"The continued development of our platform highlights SEI's commitment to delivering a transformational solution to the market. We will strive to develop new features and enhancements to ensure that we meet the evolving challenges facing our clients.
"Wealth managers are embracing business transformation in order to drive ahead of their peers. This requires executives to make critical business decisions on how best to execute the transformation. We believe that the enhancements to our Global Wealth Platform will help wealth managers to reach their goals."
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