SEI has added 7,400 clients in the US to its wealth platform.
The platform is designed to support an end-to-end experience, including front, middle and back office services for wealth management providers and their clients.
Over 23 migration periods, more than 340,000 accounts, totalling over $58.7 billion in assets under management (AUM) were converted to the platform.
"The SEI Wealth Platform’s breadth of capabilities within a single enterprise platform truly makes it unique," said Wayne Withrow, executive vice president and head of independent advisor solutions.
“The [platform] provides a mode...