Connect with us

Trade Show News

SEI Welcomes 7,400 Advisor Clients to the SEI Wealth Platform

Published

on

Reading Time: 2 minutes

 

SEI (NASDAQ: SEIC) today announced that the company’s 7,400 Independent Advisor Solutions clients in the U.S. are now live on the SEI Wealth PlatformSM (the Platform), a fully-integrated, single-infrastructure technology solution that supports an end-to-end, seamless experience, including front-, middle- and back-office services, for wealth management providers and their clients. Over 340,000 accounts*, totalling over $58.7 billion in assets under management* (AUM), converted to the Platform over a series of 12 migration periods.

“Our 50-year heritage is founded upon our commitment to helping our global clients transform their businesses, while transforming our own. In recent years, we have turned challenges into tailwinds, propelling us forward into new potential markets,” said Wayne Withrow, Executive Vice President of SEI and Head of Independent Advisor Solutions by SEI. “As the market’s digital demands continue to increase, advisors are seeking to retire legacy systems and upgrade infrastructure to meet their clients’ needs. The SEI Wealth Platform provides a modernized solution that helps independent advisors adapt in our rapidly evolving industry, remain competitive in the face of mounting challenges – from fee compression to consolidation – and deliver an enhanced, holistic wealth management experience for advisors to help clients reach their financial goals.”

Built from the ground up to support portfolio management and construction – not products, the Platform features integrated and simple, intuitive tools to support a truly robust, goals-based, financial planning approach. SEI’s business enterprise platform and its dynamic dashboards are built around a customized advisor experience, highlighted by the following:

  • One of the only unified managed account structures that provides an aggregated household view of the client and enables advisors to manage multiple models within a single account
  • Straight-through processing that alleviates manual trade and settlement date reconciliation
  • Web-based, real-time tax impact to support model management
  • Real-time, model management and “what if” analysis
  • Customizable views of a firm’s AUM, fee revenue and IRA services
  • Flexible reporting and streamlined communication for enhanced oversight of and insight into clients’ investments

“At a time when custodians and fintech businesses are looking to integrate more technology into every advisory practice, it can be challenging to sort through all the options. The SEI Wealth Platform’s breadth of capabilities within a single enterprise platform truly makes it unique,” said Jereme Ransick, Chief Operating Officer of Principled Wealth Advisors of Covington, Kentucky. “We are excited to continue our 15-year relationship with SEI and have a strategic partner to support streamlining our operations, overcoming market challenges, and better serving our clients.”

Anticipating a major shift in the global wealth management industry, SEI launched the SEI Wealth Platform in the U.K. more than a decade ago. With the addition of SEI’s U.S.-based advisor clients and SEI Private Wealth Management’s ultra-high-net-worth clients, the Platform continues to gain significant market momentum. Of the 48 signed global private banking clients, 38 firms are installed and another 10 U.S. banking clients are in various stages of implementation.

 

SOURCE SEI

Continue Reading
Advertisement
//pagead2.googlesyndication.com/pagead/js/adsbygoogle.js (adsbygoogle = window.adsbygoogle || []).push({});

Trade Show News

First Steps into a Parallel Virtual Reality Universe powered by Blockchain with Artur Sychov (Somnium Space) at TCE2019 Prague

Published

on

Reading Time: 2 minutes

 

Founder and CEO of Somnium Space will have a keynote presentation about a bold and visionary concept at PICANTE TECH Conference Europe 2019.

 

Earlier this year, Somnium Space announced that they are super excited and busy building a bold vision of turning virtual into reality as we create an open, social Virtual Reality world.

The team is excited because ever since the beginning, their true vision is to create a world which will fulfill even the wildest dreams of everyone who decides to join (as well as their childhood dreams) and fully immerse its citizens into parallel reality.

In order to achieve their mission, there are several important parts of puzzle which have to be gradually implemented in order to create a true alternative reality world which come under the forms of:

  1. Stunningly looking, constantly changing persistent Virtual Reality environment (world) which can be explored by thousands of people at the same time.
  2. Ability to create, build and express yourself and, share and explore creations of others.
  3. Fully own and monetize your creations. Be a true and the only owner of your creations. Make money by selling your items in the open and independent marketplaces. Be a part of fully working economy.

All those steps mentioned above are crucial for a world which will exist for hundreds of years from now. The team at Somnium Space has already implemented Step 1 where people are currently enjoying themselves inside their persistent and beautiful VR World. The amazing team has already developed a fully functioning world full of events, gatherings and fun places to explore. People are enjoying live concerts, educational talks and sports competitions or simply sitting in the park and watching birds flying by…

This may sound like one of the recent movies that has shaken up the VR industry, but you need to experience it yourself to believe it.

The project doesn’t stop here as the two other steps need to be implemented and there are also some incredible ideas that involve the use of blockchain and a decentralized economy.

But, in order to hear more about this bold vision is being converted into reality, you need to attend Artur Sychov’s keynote presentation which will take place during PICANTE TECH Conference Europe (TCE2019).

REGISTER HERE to secure your seat!

PICANTE TECH Conference Europe (TCE2019) will take place in Prague on the 3rd of September at Vienna House Andel’s Prague.

About Artur Sychov

Artur is a Founder and CEO of Somnium Space. He has worked as an investment trader for many years before becoming a serial entrepreneur. Previously he has founded several startups and holds patents for hardware inventions which he has implemented into the market. Artur strongly believes in the ultimate future of Virtual Worlds which will bring society to the next evolutionary level.

PICANTE Tech Conference Europe is designed to bring both people and knowledge together and provides the excellent ecosystem of networking and learning opportunities without interruptions with emphasis on comfort and communication. After learning from genuine world-class experts and wayseers, meeting achievers shaping the B2B ecosystem, all attendees will get the chance to grab a drink and relax while networking at the evening social gathering.

REGISTER HERE or BROWSE THE AGENDA/PROGRAM!

Continue Reading

Trade Show News

Learn more about Voice Authentication, Speaker Verification and Fraud Detection with Paul Morris (Phonexia) at TCE2019 Prague

Published

on

Reading Time: 2 minutes

 

A representative of cutting edge Czech company from Brno to present voice biometrics and speech analytics technologies at PICANTE TECH Conference Europe 2019.

 

Wondering what voice biometrics is? Well, we have a short answer to it. Voice biometrics works by digitizing a profile of a person’s speech to produce a stored model voice print or template.

The tones collectively identify the speaker’s unique voiceprint. Voice prints are stored in databases in a manner similar to the storing of fingerprints or other biometric data.

Speech analytics is the process of analyzing voice recordings or live customer calls to contact centers with speech recognition software to find useful information and provide quality assurance. Speech analytics software identifies words and analyzes audio patterns to detect emotions and stress in a speaker’s voice.

At PICANTE TECH Conference Europe (TCE2019), which will take place in Prague on the 3rd of September at Vienna House Andel’s Prague, Paul Morris, Business Development Manager at Phonexia, will explain more about how Phonexia’s technology works during a keynote presentation.

Paul will present how a brand new generation of Voice Biometrics technology from Phonexia allows users such as banking, insurance, and telco call and contact centers to be able to quicken and streamline customer interaction, improve overall the customer and employee experience, reduce unnecessary costs, heighten efficiency, increase security and detect fraud.

REGISTER HERE to secure your seat!

About Paul Morris

Paul is Business Development Manager for Phonexia, a cutting edge Czech company from Brno that has many years of experience in developing voice biometrics and speech analytics technologies. Having grown up in the UK and studied European Studies and German at Manchester University, he moved to Central Europe, specifically to Poland then his mother’s birthplace of the Czech Republic where he has lived and worked for the last 18 years in the Construction and IT software industries. He has consistently worked for Czech companies who have been best of the breed in their fields on a global level.

PICANTE Tech Conference Europe is designed to bring both people and knowledge together and provides the excellent ecosystem of networking and learning opportunities without interruptions with emphasis on comfort and communication. After learning from genuine world-class experts and wayseers, meeting achievers shaping the B2B ecosystem, all attendees will get the chance to grab a drink and relax while networking at the evening social gathering.

REGISTER HERE or BROWSE THE AGENDA/PROGRAM!

Continue Reading

Trade Show News

Kin Ecosystem confirmed as General Sponsor at PICANTE TECH Conference Europe 2019 Prague

Published

on

Reading Time: 2 minutes

 

Digital ecosystem of apps provider becomes General Sponsor at PICANTE TECH Conference Europe 2019.

 

PICANTE TECH Conference Europe (TCE2019) takes place in Prague on the 3rd of September at Vienna House Andel’s Prague and is designed to bring both delegates and knowledge together by creating the excellent environment for networking and learning opportunities without interruptions with emphasis on comfort and communication. After learning from genuine world-class experts and wayseers, meeting achievers shaping the B2B ecosystem, all attendees will get the chance to grab a drink and relax while networking at the evening social gathering.

We are honored to announce that the team at Kin has decided to support the event as General Sponsor.

By joining the conference, you can network and learn more about how you can increase app acquisition, retention, and monetization by leveraging blockchain technology with Ariel Shahar (Business development at Kin Ecosystem).

REGISTER HERE to secure your seat!

Here are a few details about the Kin and Ariel Shakar:

About Ariel Shahar – Business development at Kin Ecosystem

Ariel is a corporate entrepreneur, business developer with 10 years of experience working for top ad-tech companies. Generated business activities who reached $100M+ year.

Active investor, mentor, and advisor for blockchain companies since 2013.

 

About Kin Ecosystem

The Kin blockchain is built to scale for mass usage and supports an Ecosystem-wide digital economy where app developers and mainstream consumers make millions of micro-transactions.

App developers anywhere can seamlessly integrate the Kin SDK into their platform and become active partners in the Ecosystem’s growth. When developers join the Kin Ecosystem, they benefit from the Kin Rewards Engine (KRE). The KRE incentivizes app developers to create engaging user experiences and pays them when users spend Kin within their apps.

Kin gives app developers, content creators, and users a new way to earn real value from their contributions to the shared digital space. With Kin, people earn and spend by being active in the Ecosystem. Everyone in the Ecosystem contributes to building a fairer digital world where people work together to succeed together.

The Kin Ecosystem isn’t just a new, digital economy. It’s a digital community. App developers and their users tie the Kin Ecosystem together by earning and spending the Kin cryptocurrency in exchange for digital experiences, products, and services.

You can learn more about Kin on their official website, kin.org

REGISTER HERE or BROWSE THE AGENDA/PROGRAM!

Continue Reading

Trending

Roboticulized is a news publishing website which digests / hand picks the latest news about the AI industry, and serves them to you daily.

Contact us: pressroom@roboticulized.com

© Roboticulized.com 2019 - part of PICANTE Media. All rights reserved. Registered in Romania under Proshirt SRL, Company number: 2134306, EU VAT ID: RO21343605. Office address: Blvd. 1 Decembrie 1918 nr.5, Targu Mures, Romania