SEI Family Office Services

Wealth Management Technology and Outsourced Service Solutions

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Category
  • Hedge Fund Software
  • Investment Management Software
  • Stock Portfolio Management Software
Features
  • Benchmarking
  • Client Portal
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Management
  • Reporting
  • Risk Management
  • Client Management
  • Data Warehousing
  • Portfolio Accounting
  • Risk Management
  • Tax Management
  • Client Portal
  • Investor Accounting
  • Investor Reporting
  • Performance Analysis
  • Portfolio Analysis
  • Portfolio Management
  • Profit/Loss Statement
Platforms
  • Cloud Hosted
  • Web-based

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