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SEI launches client account management and compliance services

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SEI has announced the launch of a set of services for UK wealth managers, provided via its Global Wealth Platform, which are designed to enhance their ability to manage client accounts

SEI has announced the launch of a set of services for UK wealth managers, provided via its Global Wealth Platform, which are designed to enhance their ability to manage client accounts more efficiently.

They also aim to provide compliance features that address today’s evolving regulatory environment.

Wealth managers will be able to execute mass trades across the client base and prepare client statements grouped by families or client types.

The services also provide risk configuration options for clients as well as improved services for pre- and post-trade investment compliance.

Joseph P. Ujobai, executive vice president, private banking at SEI, says: ‘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. 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.’

The Global Wealth Platform was launched two years ago and is now operating in 12 countries, transacting in nineteen currencies and trading on 12 exchanges.

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