British wealth manager Connor Broadley is now live on the SEI Wealth Platform (SWP), SEI’s single-infrastructure technology solution that offers an end-to-end, digital experience.
The deployment process started last December and is said to have been completed on time.
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This was possible even with both the firms working remotely since the onset of the Covid-19 crisis in March, noted SEI.
SEI managing director of U.K. Private Banking Brett Williams said: “From the outset of our strategic partnership with Connor Broadley, it was apparent that we shared an ambition to confidently improve end-client experiences through increased efficiencies and the application of innovative technology.
“Our mutual commitment to that strategy has enabled us to withstand the remote working challenges that COVID-19 has created, remain focused on our implementation schedule and ultimately complete the migration successfully and on time.
The selection of SWP, which is part of SEI’s Global Wealth Management Services business, was the result of a competitive process last year.
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By GlobalDataMoreover, Connor Broadley is tapping the vendor’s new Portfolio Manager Experience solution that helps in streamlining portfolio management as well as supports administrative task automation.
Through the solution, firms can offer a customised experience at scale by identifying the specific requirements of end-clients.
Between the start of 2020 and July-end, SEI moved over £6.1bn of assets and 32,920 accounts to the SEI Wealth Platform for customers in the UK.
Connor Broadley CEO James Connor said: “When we selected SEI, we recognised we were choosing a firm that could become a trusted, strategic partner to support our growth over the long term.
“Our expectations have been surpassed, particularly given the extraordinary and unprecedented environment we have found ourselves in during 2020.”
At the end of June 2020, SEI had around $1trn in hedge, private equity, mutual fund and pooled or separately managed assets.
