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.
Is SEI a Fintech?
Like Novus, SEI has fintech roots and relationships with both asset owners and asset managers. Because SEI provides many of the crucial data that our clients rely on to consume analytics within Novus, we believe institutional investors will finally get the one-stop platform they've been craving.”