SEI reported that Pinnacle Trust has gone live on the company’s fully integrated wealth management solution, SEI Wealth Platform.
The platform provides Pinnacle Trust with a single-infrastructure solution, integrating wealth processing and wealth management and will enable Pinnacle Trust’s advisors to provide their clients with holistic and transparent pictures of their wealth.
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Pinnacle Trust, an independent trust company based in Jackson, Mississippi, offers integrated financial solutions in three primary business areas: wealth management, financial planning, and trust services. An SEI client since 1997, Pinnacle Trust reported during the fourth quarter of 2012 that it renewed its relationship with SEI for an additional 10 years. Pinnacle Trust has nearly 900 accounts and will have over US$400 million in assets on the Platform.
With the SEI wealth platform, Pinnacle Trust will not only have the ability to offer its services in a scalable and strategic manner, but it will also benefit from innovative, leading edge tools which are necessary for firms looking to attract top advisors.
Chief executive officer, Pinnacle Trust, Stacey Wall, said: "With the SEI wealth platform, we’ll not only be able to focus on client needs, but simultaneously upgrade our infrastructure and move much of our business to a unified managed household environment, allowing us to aggressively grow and transform our business."
Pinnacle Trust is the second SEI US bank client to go live on the SEI Wealth Platform, following Centier Bank’s conversion in December 2012.
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