What if wealth management firms had no legacy systems and businesses operated on a single, unified platform?

For most firms, effective data management drives efficiency. Today, the biggest barrier to effective data management is the many systems firms use to serve their clients. The first paper in the series, SEI Executive Connections Insights: The Legacy of Legacy Systems, explores:

  • The technology issues facing wealth management firms today.
  • The impact of eliminating infrastructure complexity on the firm, its advisors, and the end client.

Read the paper