The SEI Wealth Platform's Portfolio Manager Experience (PME) delivers infrastructure that supports investment managers throughout the client lifecycle, automating administrative tasks that have previously been undertaken by client facing teams. Portfolio administration, management and monitoring infrastructure allow firms to efficiently deliver their investment best thinking, across centralised or decentralised models and on a local or global level.

The flexible system supports new growth, client types and propositions (models, bespoke, both internal and external managers and fund businesses).

Deliver personalisation at scale

PME provides a holistic view of an investor’s investments, enabling the advisor to engage with the client through multiple touch points. It also provides complex portfolio management including households and tax management supporting all major asset classes and multi-currency for processing and reporting purposes. PME allows our clients to recognise the specific needs of the end-customer and deliver a personalised experience at scale.

Event based in its nature, PME focuses on the experience of a portfolio manager and their working day. Developed by spending time with portfolio managers to understand how they work, we identified events that may require investment action as they appear, helping portfolio managers ‘organise’ their day and stay on top of accounts through monitoring tools that enable effective management. Without this, it can be difficult to identify accounts requiring attention, leading to a less effective approach to workflow management.

Portfolio Manager Experience

Why is the right portfolio technology so important for the success of modern wealth managers?

The right technology provides a strong foundation for modern wealth managers to more efficiently deliver their value proposition to clients, ultimately offering greater potential opportunities for growth.

Increased efficiencies and scalability: A robust foundation of technology can enable efficient delivery of their value proposition to their clients without the need for additional resources as they grow.

Personalisation at scale: Portfolio management technology can balance the use of a central investment philosophy with the need to personalise for an individual client, to meet their unique goals, their tax preferences or their need to avoid certain types of investments.

Improved access to data: The right solution provides access to data, in a usable format that can be analysed to help enable improved business decisions.

Meeting the changing demands of client and employee: As the demographic of both the client and the employee changes there will only be greater pressure on wealth managers to increase their use of technology as this will be an expected part of their experience.

PME is available for clients of the SEI Wealth Platform. Portfolio management is delivered as part of the full end-to-end SEI infrastructure. Our clients see the benefits of a fully integrated system, vendor consolidation along with consistent and established processes.

Want to see PME in action?

Are you a wealth management firm looking for more information on our Portfolio Manager Experience (PME) and how it can help streamline your business? Our team has experts here to help you.

Fill out your details below to experience 'a day in the life' of a portfolio manager using our PME functionality and learn more.

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The views and opinions in this article are of SEI only and are not in any way at all attributed to the regulator. These views and opinions are subject to change. They should not be construed as investment advice.