Change Management Process/Best Implementation of a Technology Solution

March 26, 2019

SEI Private Wealth Management recognized for "Change Management Process/Best Implementation of a Technology Solution” by Family Wealth Report

The Family Wealth Report Awards "reward achievement and showcase top-class performance and innovation."

Best Implementation of a Technology Solution SEI Private Wealth Management was recognized for completing the acquisition of Huntington Steele, LLC in early 2018 and for being in continuous "cyclical change management mode."

In this year's Family Wealth Report Awards, SEI Private Wealth Management also won "Innovative Client Solution." This award recognized our "distinctive and authentic characteristic driven by innovation."  

In 2018, SEI Private Wealth Management also won "Best Implementation of a Technology Solution." The award recognized our management suite and technology solution for cash-flow tracking as an industry leader. 

Legal Note

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").