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Wealth boutique Connor Broadley completes platform migration

News Team, 07/10/2020

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.


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