Family Wealth Report Awards: Innovative Client Solution

March 26, 2019

SEI Private Wealth Management recognized for "Innovative Client Solution” 

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

Innovative client solutionSEI Private Wealth Management was recognized for its "distinctive and authentic characteristic driven by innovation." This award was based on the 2018 launch of an enhanced version of the DocVault for the client dashboard. The DocVault uses automated workflows and templates to keep documents current and organized. Clients can view all pertinent documents and determine what they’re missing, as well as invite their third-party experts to upload applicable paperwork on their behalf. These experts can also be assigned to recurring tasks in order to maximize document collection. The DocVault provides clients the ease of accessing and requesting documents through a central location.

At this year's Family Wealth Report Awards, SEI Private Wealth Management also won "Change Management Process/Best Implementation of a Technology Solution."  We were recognized for completing the acquisition of Huntington Steele, LLC in early 2018 and for being in continuous "cyclical change management mode."

Legal Note

SEI Private Wealth Management is an umbrella name for various life and wealth advisory services offered through SEI Investments Management Corporation (“SIMC”).