Centier Bank is the first US-based client for SEI to implement its fully integrated wealth management solution, Global Wealth Platform (GWP).
GWP offers an end-to-end solution for wealth management firms. It also supports all stages of a wealth manager’s client relationship, organization’s processing, investment management, and end-client needs.
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SEI will offer investment and back-office core processing services to Centier Bank through GWP. It will also provide outsourced management services and client services solutions.
Centier Bank will be benefited from the platform’s comprehensive wealth management integration through all business lines such as private client, institutional, and custody businesses. A model based investment strategy can be used by Centier Bank as well.
Financial service provider, Centier Bank offers banking services to personal, business, and corporate customers. The bank has 700 accounts and over US$400 million in assets.
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