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.
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