Bringing you live news and features since 2006 

SEI launches client account management and compliance services

RELATED TOPICS​

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.

Latest News

BlackRock s iShares an undisputed leader among European ETF issuers pushed further ahead in Q1 with EUR173 billion in trades..
European ETFs raised USD47 8 billion in Q1 a 15 per cent increase compared to the same period in 2023..
LSEG Lipper s March report finds that globally equity ETFs +EUR113 2 billion enjoyed the highest estimated net inflows for..
Morningstar has published a review of the European ETF market for the first quarter 2024 which finds that it gathered..

Related Articles

etf active trading
Latest Morningstar data shows actively managed ETFs share of the US ETF market rose to 8 5 per cent at...
Kristen Mierzwa, FTSE Russell
Index Investments Group IIG a division within index provider FTSE Russell has extended its range of indices through two new...
ETFs
US ETF issuers of active ETFs are facing an increase in fees from the big custodian firms such as Charles...
Taylor Krystkowiak, Themes ETFs
Themes ETFs opened its doors in December 2023 with an introductory suite of 11 ETFs seven thematic and four fundamental...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by