Today's ultra-high net worth investors demand reliability, elegance and — above all — accuracy in their investment reporting. As a result, leading private banks and financial institutions have partnered with SEI Family Office Services to provide a suite of integrated technology solutions and outsourced services designed to help clearly differentiate and enhance their private wealth offering.

SEI’s reporting solution provides the most powerful, unified and independent view of your client’s complete wealth picture by transforming complex, diversified investment data into clear and concise reporting that can be used to make critical decisions.

 

Deliver Greater Financial Clarity and Control

Advanced Data Aggregation
Leverage a vast library of automated electronic data connections with global custodial and banking systems, in conjunction with a highly-efficient process for collecting and updating alternative investments, real estate, personal property and collectibles.

Comprehensive Client Reporting
Facilitate the precise management of your client's wealth by delivering a consolidated total wealth picture that seamlessly tracks and measures performance across all investment types, accounts, managers, custodians and currencies.

Flexible Client Portal
Utilize a secure, web-based client portal that allows clients to immediately access their consolidated financial picture through a mobile platform as well as enables advisors to interactively monitor and track assets over time, measure performance, assess risks and deliver clear insight.

Improved Operational Efficiency
Eliminate the need for labor-intensive and error prone manual data processing by outsourcing your client reporting to a dedicated, experienced team that utilizes an automated, multi-tiered reconciliation process, during which the aggregated data is subjected to multiple levels of validation and enrichment.

Sophisticated Data Security
Protect your clients’ data by partnering with a firm where confidentiality, security, technology and information controls govern every aspect of the intake, processing and accessibility of the data that resides on or passes through the platform.

Superior Data Accuracy & Timeliness
Trust a highly-skilled team of accounting and finance professionals to review and reconcile data from multiple sources on daily, monthly and quarterly intervals, adhering to comprehensive service-level agreements around data accuracy, timelines and error processing.

 

 

SEI's outsourced consolidated portfolio data aggregation and reporting solution
transforms complex, multi-faceted financial data
into clear, concise reporting for a comprehensive, accurate and unbiased view
of your client's complete wealth picture.
 
Technology: Client Portal
The Archway Platform's client portal provides a mobile tool for seamlessly communicating holdings, performance, allocation and net worth information to your clients.
Learn how our client portal promotes investor communication 
Topic: Industry Trends
Innovations in Private Wealth Technology & Reporting dives into how leading private wealth management firms are driving towards more streamlined, enterprise-wide technology.
Learn how the private wealth industry is streamlining operations