Milestone Reinforces Value of Flexible Digital Wealth Management Experience
SEI announced that it surpassed $100 billion in assets managed, advised, or administered by independent advisors through the SEI Wealth Platform (SWP).
Latest Fintech Insights:Â Lyft And Getupside Partner To Bring Cashback Promotions Directly In The Lyft Driver App
The milestone reflects SEI’s commitment to continually enhancing and expanding its end-to-end, front-to-back office offering for independent advisors with new technology and investment solutions.
In 2021, SEIÂ advanced its cloud transformation and advisor technology stack with new digital applications and tools, including:
- The acquisition of advisor platform, Oranj, to drive cloud-native, tech-forward client engagement and collaboration, strengthening investor-facing advisor tools
- The launch of Digital Account Open to expand existing electronic onboarding and enable advisors to open client accounts entirely digitally
- The release of Digital Model Management to improve transparency, client experience, and personalized portfolio construction
Browse The Complete News About Fintech :Â Marqeta Expands Global Footprint With New Certifications for Singapore, Philippines, and Thailand
SEI also expanded its suite of investment solutions, unveiling several new families of strategies to enhance investment flexibility, including:
- SEI Systematic Core Strategies, using direct indexing to offer independent advisors a cost-effective way to provide clients tailored solutions that best suit their financial goals, tax preferences and sustainable investing priorities
- SEI U.S.-Focused American Funds Strategies, delivering investment flexibility for clients by allowing advisors to choose between U.S. and global exposures
- SEI Domestic ETF Strategies, leveraging SEI’s investment philosophy and oversight to offer advisors diversified U.S.-only ETF portfolios across a broad risk-return spectrum
Wayne Withrow, Head of SEI’s advisor business, said:
“We’re helping independent advisors navigate evolving client expectations and a shifting investment landscape by integrating technology, investment flexibility, custody, and practice management tools that connect advisors to their clients and empower confident decision-making. This milestone is a testament to our industry-leading talent and conviction to build brave futures—for our clients and theirs. We’re excited to continue seizing opportunities to propel growth for our clients in the year ahead and beyond.”
Read More About Fintech News :Â CFPB Identifies Consumer Reporting Companies the Public Can Hold Accountable
[To share your insights with us, please write to sghosh@martechseries.com]
