CIBC chooses SEI wealth platform to drive growth
The solution provides front-office capabilities and end-client experiences, along with core processing support for internal and external custody relationships.
Specific features include: investment planning and proposal generation, fund processing and administration, portfolio management and performance reporting, and compliance services.
“CIBC is pleased to work with SEI,” says CIBC COO Scott Wilson. “Their platform solution can enhance our already unique client offering while also positioning our business for continued growth.”
Steve Mayer, head of global wealth management services at SEI, adds: “By providing CIBC access to the collective power of SEI’s platforms via an enhanced, unified solution, we can support its efforts to provide its clients with a sophisticated and streamlined wealth management experience.”
The SEI Wealth Platform supports trading and transactions on 128 stock exchanges in 40 countries and 43 currencies.