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SEI Wealth Platform
from SEI
End-to-end wealth management solution with portfolio management, trading, accounting, custody, and front-office capabilities. Features include goals-based planning, proposal generation, client portal, and customized reporting.
Category:
Portfolio Management Systems
Platforms that help wealth managers construct, analyze, rebalance, and report on client investment portfolios.
SEI Wealth Platform
Publicly available data, summarised using AI.
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