The Family Wealth Report Awards "reward achievement and showcase top-class performance and innovation."
Our Private Wealth Management team won 2020’s “Client Facing Digital Platform” award for its client dashboard that is powered by the SEI Wealth PlatformSM, a fully-integrated, single-infrastructure solution that supports an end-to-end, holistic wealth management experience for organizations and their clients. The client dashboard boasts a variety of intuitive tools, including a cash flow management tool, aggregate view of all accounts, the DocVault, and a variety of other features that Private Wealth Management’s team of advisors and their clients can use collaboratively. One of the judges expressed that we are “moving the needle from an industry standpoint" by integrating client’s data into actionable workflows.
SEI Private Wealth Management is an umbrella name for various life and wealth advisory services offered through SEI Investments Management Corporation (“SIMC”). SIMC is a wholly owned subsidiary of SEI Investments Company (SEI).
Our Family Office Services team won in "Outsourcing/Business Process Outsourcing," which recognizes the breadth and flexibility of the winning firm’s outsourced services. SEI Family Office Services received this recognition based on its comprehensive suite of bill payment, partnership accounting and client reporting solutions. The services, which range from full-service bill payment and expense reporting to sophisticated partnership allocation tracking and consolidated investment reporting, are designed to meet the unique demands of family offices and financial institutions serving ultra-high-net-worth families. Backed by the award-winning Archway Platform℠, these services enable firms to partner with our trusted team of accounting professionals to deliver innovative, scalable end-client solutions.