The latest news in investment offerings, financial products and other services relevant to wealth advisors and their clients.
SEI, the US-listed investment and technology firm, has widened its partnership with Canoe Intelligence to make alternative investment document and data workflows in SEI's Archway Platform more efficient.
The Archway Platform, which is delivered by SEI Family Office Services, is aimed at family offices, financial institutions, and the ultra-high net worth clients.
SEI Family Office Services will use Canoe's document collection and data extraction technologies for their outsourced service clients.
The firms have worked together since 2020.
“This next step will help arm the SEI team with the technology to automate alternatives document collection and data extraction, freeing up more time to focus on client service and other value-add initiatives,” Michael Muniz, partner and chief revenue officer at Canoe Intelligence, said.