SEI Wealth Platform compliance and risk officer dashboard tour
Reduce risk and improve compliance. Explore the interface for compliance and risk officers.
Welcome to the SEI Wealth Platform. Let’s explore the experience for compliance and risk officers.
Managing risk and ensuring compliance in an ever-changing world is no small task. Our dashboards give you greater visibility and transparency in near real-time, with drill-down capabilities so you can see the full picture and focus on what’s most important. See all activity within the system, or just tasks assigned to you, with a personalized dashboard. A unified system also mitigates the risk of reconciling in multiple locations. Understand your exposure and respond to an ever-changing risk and regulatory environment with near real-time information. You can drill down to instantly review the details you need. Business Intelligence dashboards, such as Overdrawn Accounts, provide real time actionable data into one’s book of business minimizing the use of static reports. Easily search for clients and ensure suitability with comprehensive client profiles. Stay on top of the details with easy access to client-level review data.
Reduce your risk and improve compliance with the SEI Wealth Platform.
Services provided by SEI through its affiliates and subsidiaries.