Connor Broadley adopts SEI Wealth Platform

UK wealth manager Connor Broadley is to adopt the SEI Wealth Platform (SWP) employing all components of SEI’s full end-to-end wealth management platform incorporating technology, core processing and operational outsourcing for the front, middle and back office.

Connor Broadley will take advantage of SWP’s ability to significantly reduce manual procedures, mitigate friction in the portfolio management process and increase oversight and control. Connor Broadley chose SEI following a competitive process run by Silverhill Consulting.

James Connor, CEO of Connor Broadley, says: “After an exhaustive due diligence process, SEI stood out as the best solution to support our ongoing commitment to excellence in client service. We were particularly impressed by their technology, and commitment to sustaining this advantage through continuing investment. We look forward to this partnership with the highly professional team at SEI, which forms a key component of our long-term growth strategy.”     

 

Brett Williams, Managing Director of UK Private Banking for SEI, says: “We are delighted that Connor Broadley has decided to adopt the SEI Wealth Platform and look forward to partnering with them to support their growth aspirations. We understand the pressure wealth management organisations are facing for technology-driven efficiency as well as a sophisticated and superior user experience, and we remain focused on empowering effective wealth management by providing the right tools to help our clients achieve their goals.”