SEI Enhances Advisor Technology Platform and Advances Cloud Transformation
SEI has announced the launch of Digital Account Open and Digital Model Management, two key technology enhancements available to independent advisors through the SEI Wealth PlatformSM. Digital Account Open simplifies opening a new client account, expanding SEI's current electronic onboarding and eSignature process with an end-to-end, easy-to-use new tool. The…
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