About a-team Marketing Services
The knowledge platform for the financial technology industry

A-Team Insight Briefs

New Portal Offers SEI Clients Data Management Functionality

Subscribe to our newsletter

SEI has introduced an updated investment management platform that merges SEI Data Cloud with a portal named SEI Scope to manage data access, workflows and operations.

Global investment managers collaborated on the system to cover the full operational lifecycle through automation and data governance, the provider of financial technology, operations and asset management services said.

The technology is designed to reduce complexity and help firms move faster without compromising oversight, said Phil McCabe, the head of SEI’s investment managers business.

The changes include the integration of a client lifecycle management platform alongside waterfall calculation and scenario analysis tools.

Pennsylvania-based SEI previously launched an automated onboarding platform for collective investment trusts and partnered with IBM to use artificial intelligence for enterprise transformation.

SEI also announced the appointment of former Avaloq leader Barry Frame as the company’s head of international private banking and wealth Management services.

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: The ROI of Data Trust: Quantifying the Business Value of Data Observability

Data is the fuel that keeps modern financial institutions’ motors running but if that data can’t be trusted then the decisions made based upon it, or the uses to which its put, will be compromised. That’s especially important for data that’s fed into artificial intelligence models. If the data isn’t clean, accurate and complete, then...

BLOG

Immaturity of AI Shines Through in Report Highlighting Persistence of Age-Old Data Challenges

The relative novelty of artificial intelligence use within financial services has been highlighted in a global study of the technology’s adoption, with many data challenges remaining and blind spots in security still widespread. While the 2026 Global AI in Financial Services Report by the Cambridge Centre for Alternative Finance found firms were eager to integrate...

EVENT

Digital Assets & Tokenisation Briefing, New York

A-Team Group’s Digital Assets & Tokenisation Briefing assembles an exclusive group of CxOs and senior technology innovators. These leading market practitioners and infrastructure providers are collectively building the digital rails and decentralised networks that will power Wall Street 2.0.

GUIDE

AI in Capital Markets Handbook 2026

AI adoption in capital markets has moved into a more disciplined phase. The priority is now controlled deployment: where AI can be used safely, where it can deliver measurable value, and how outputs can be governed, monitored and evidenced. The 2026 edition of the AI in Capital Markets Handbook examines how AI is being applied...