Private Wealth Platforms
SEI Wealth Platform
SEI’s solution can support CIBC U.S. Private Wealth Management with a comprehensive set of front-office capabilities and end-client experiences, coupled with core processing support for both internal and external custody relationships, including:
- Investment planning and proposal generation
- Portfolio management and performance reporting
- Compliance services
- Fund processing and administration
You manage numerous investment relationships, potentially in multiple pools of capital, with varying degrees of transparency. You need to be able to reconcile to your administrator and custodian, but the investment team needs actionable insights now across the investment universe based on the way they view the portfolio and using information that is considered best available. You’ve got information now – use it.