SEI Private Wealth Management recognized for "Best Implementation of a Technology Solution” by Family Wealth Report
The Family Wealth Report Awards "reward achievement and showcase top-class performance and innovation."
This year, the awards recognized our management suite and technology solution for cash-flow tracking as an industry leader.
The cash-flow tool enables clients to interact with their wealth and understand how inflows relative to expenses may be impacting their overall investment strategy. Our technology enhancements help to present our clients’ financial information in a simple, organized, and interactive way that enables them to be confident decision-makers in managing their wealth.
In 2016, SEI Private Wealth Management won for the category of Innovative Client Solution. The award recognized the products and services developed for clients as part of our solutions-focused service model.
Information provided by SEI Private Wealth Management, which is an umbrella name for various life and wealth advisory services offered through SEI Investments Management Corporation ("SIMC").