Finomial Technology to Be Added to SEI Platforms SEI reports the acquisition of Finomial, which it characterizes as an “investor lifecycle management firm offering cloud-native financial technology. The technology is expected to be added to SEI’s existing investor-focused platforms to further enhance automation and digitization capabilities, as well as reporting and transparency.” SEI’s current… Read More >>
Securian Trust Employs SEI’s Cloud-Based Platform
SEI Client to Focus on Automation & Integration SEI reports that Securian Trust Company, an SEI client since 2009, will adopt its wealth platform, intended to “provide a seamless experience for … clients and the advisors that serve them.” The platform, SEI says, is a “fully-integrated, single-infrastructure technology solution developed to support client relationship management,… Read More >>
SEI Picks Milestone Group Platform for OCIO Business
SEI, a provider of asset management and investment operations solutions, has decided to use a multi-asset software platform from the Milestone Group to bolster its outsourced chief investment officer (OCIO) efforts. OCIO services vary by provider and can include: asset allocation advice; manager monitoring, research and selection; trust and custody services; and administration services, according… Read More >>
CFTC Gives Compliance Officers More Time to File Annual Reports
Chief compliance officers at futures commission merchants (FCMs), swap dealers, and major swap participants may have more time to file annual reports because of amendments that the CFTC is proposing for a key regulation. CFTC officials announced on August 9 that it will be publishing in the Federal Register proposed amendments to CFTC regulation 3.3… Read More >>
Have a Great Thanksgiving and Enjoy Our SMAC Chats
Financial Technologies Forum (FTF) and its news division FTF News will be closed Thursday and Friday, so that we can take a short break over the Thanksgiving holiday weekend. We will be returning with hot news for the Monday morning after Thanksgiving. But, in the meantime, we will be offering extremely useful content for the… Read More >>
SEI Aims for Centralized Compliance via New Platform
SEI, the Oaks, Pa.-based asset manager and technology provider, has introduced its new global regulatory risk and compliance platform, which it characterizes as centralizing the “handling of an investment firm’s regulatory and compliance functions across investment vehicles, products, and jurisdictions around the globe.” The platform was developed by SEI’s investment manager services (IMS) division, to… Read More >>
SEI, SmartStream to Build Recs Utility
SEI, an asset manager and financial technology provider, will be collaborating with post-trade systems and services vendor SmartStream Technologies to build a reconciliations utility that will help SEI better serve wealth management clients with cash, transactions and securities positions from a single reconciliation platform, report SmartStream officials. As part of the effort to create the… Read More >>
