Wealth manager Connor Broadley has announced it has successfully completed its migration to the SEI Wealth Platform.
Connor Broadley, which managed client assets worth £400 million, said the conversion was part of a process which began in December 2019 and finished on time despite staff at both firms working remotely this year.
SEI’s fully-integrated, single-infrastructure platform is designed to enable organisational transformation, provides front-, middle-, and back-office services, and supports an end-to-end, digital experience for wealth management organisations and their clients.