What does SEI Private Trust stand for?
SEI Investments Company, formerly Simulated Environments Inc, is a financial services company headquartered in Oaks, Pennsylvania, United States.
What is SEI account?
The interesting thing is that SEI is a vertically integrated investment management business itself. SEI provides software that handles accounting, regulatory reporting, client management, and more, but it also manages money. In other words, a money manager can outsource money management to SEI Investments as well.
Is SEI a brokerage account?
Important to remember: Since SEI Private Trust Company is a trust institution—not a bank or brokerage firm—your assets are segregated from its own assets and your assets are custodied in your name.
What is SEI GWS?
Fusion Wealth has started utilizing SEI's Global Wealth Services (GWS) platform. SEI will now be able to offer Fusion Wealth with investment processing, order management, settlement and core custody services. GWS will offer financial advisers with expanded discretionary fund management services, adds FundWeb.