Tag : SEI

SEI Enhances Personalized Investor Experience with Values Questionnaire and Reporting Solution
Finance Investment Services News

SEI Enhances Personalized Investor Experience with Values Questionnaire and Reporting Solution

PR Newswire
New Applications Help Advisors Connect Investors to What Matters Most SEI announced the launch of the Values Questionnaire (VQ) and Impact Report through a strategic partnership with YourStake, a top-rated financial advisor solution for environmental, social, and governance, faith-based, and values-based investing. The VQ empowers financial advisors utilizing the SEI Wealth......
SEI Adds Tax-Managed Strategies to Suite of Models Featuring Capital Group
Finance Investment Services News

SEI Adds Tax-Managed Strategies to Suite of Models Featuring Capital Group

PR Newswire
New Solutions to Help Maximize Tax-Efficiency and Drive Investment Flexibility SEI announced the addition of two tax-managed strategies to its suite of models featuring Capital Group. The SEI Tax-Managed Strategies and SEI U.S. Focused Tax-Managed Strategies—both with the American Funds—deliver the ability to actively tax-loss harvest and offer flexible investment solutions......
CapIntel Announces Strategic Partnership with SEI
Finance Investment Services News

CapIntel Announces Strategic Partnership with SEI

Business Wire
CapIntel’s technology will further streamline processes for SEI and third-party advisors CapIntel, a leading financial technology company that helps asset managers, wholesalers and financial advisors improve day-to-day workflow and efficiency, announced a new strategic partnership with SEI, a global provider of technology and investment solutions that connect the financial services......
Paducah Bank Expands Relationship with SEI for Cloud Migration and Services
Banking Cloud News

Paducah Bank Expands Relationship with SEI for Cloud Migration and Services

Fintech News Desk
SEI Sphere Provides Enterprise-wide Security Solution for IT SEI announced that Paducah Bank will expand its strategic partnership with SEI to migrate its core applications, platforms, and IT infrastructure to a Microsoft Azure cloud environment with SEI Sphere. This migration will allow Paducah Bank to realize the full potential of......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech Staff Writer
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Blockchain Digital News

Sei Partners With Graviton Concentrating Focus On The Burgeoning Indian Blockchain Market

Fintech News Desk
Sei, the fastest Layer 1 blockchain purpose-built to give traders an unfair advantage, announced it has partnered with Graviton Accelerator, a web3 accelerator program focused on boosting the web3 ecosystem in India. In these turbulent times, Sei is doubling down on growth markets to bolster the developer ecosystem. Sei’s concentration......
Alpha Venture DAO and Sei Join Forces to Supercharge DeFi Innovations
DeFi News

Alpha Venture DAO and Sei Join Forces to Supercharge DeFi Innovations

Fintech News Desk
Sei brings hands-on mentorship to Alpha Incubate Batch 2, a bespoke DeFi incubation program that serves as your Build Partner Sei, a first sector specific Layer 1 specialized for trading and fastest chain to finality, joins together with Alpha Venture DAO, a renowned Web 3.0 venture builder, to deliver the most......
SEI's Collective Investment Trust Business Surpasses $200 Billion In Net Assets
Investment Services News

SEI’s Collective Investment Trust Business Surpasses $200 Billion In Net Assets

Fintech News Desk
Growth Reinforces Value of SEI’s Comprehensive CIT Trustee Services and Turnkey Operational Platform SEI, a leading global provider of technology and investment solutions, announced that its collective investment trust (CIT) business has eclipsed over $200 billion in net assets as of April 1, 2022, representing a 117% increase year over year. Through SEI Trust......
UMB Private Wealth Management Live on the SEI Wealth Platform
Fintech News

UMB Private Wealth Management Live on the SEI Wealth Platform

Fintech News Desk
Partnership and Connection at the Core of Organizational Transformation and Future Growth SEI announced that UMB Private Wealth Management (UMB) is live on the SEI Wealth Platform (SWP), providing UMB’s clients and employees a modernized wealth management experience through a fully integrated, single-infrastructure technology solution. UMB selected SWP to manage their......
Republic Bank Selects SEI Sphere for Cybersecurity
News Security

Republic Bank Selects SEI Sphere for Cybersecurity

Fintech News Desk
SEI Sphere’s End-to-End Cybersecurity Solution to Protect and Support Growing Bank SEI announced that Republic Bank selected SEI Sphere to manage its cybersecurity operations. SEI Sphere provides comprehensive, cloud-based cybersecurity and IT solutions designed to protect and optimize enterprise technology and data, with services including 24×7 security operations, managed detection,......
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