Connor Broadley goes live on SEI Wealth Platform

UK wealth manager Connor Broadley is now live on the SEI Wealth Platform (SWP) following the successful migration of the firm’s assets. 

The recent conversion was the culmination of an implementation process that began in December 2019 and finished on schedule, despite both SEI and Connor Broadley working remotely since March 2020 due to the COVID-19 outbreak. This news was previously shared on SEI’s second quarter 2020 earnings call.

Following a competitive process in 2019, Connor Broadley chose SWP, SEI’s fully-integrated, single-infrastructure technology solution that enables organisational transformation, provides front-, middle-, and back-office services, and supports an end-to-end, digital experience for wealth management organisations and their clients. SWP is part of SEI’s Global Wealth Management Services business, comprised of market-leading, innovative solutions designed to support the future growth of investment and wealth managers globally.
As part of its strategic partnership with SEI, Connor Broadley is also taking advantage of SEI’s new Portfolio Manager Experience solution. The solution streamlines the portfolio management process and automates administrative tasks, enabling firms to efficiently deliver the best investment advice, recognise the end-clients’ specific needs and provide a personalised experience at scale.  

James Connor, CEO of Connor Broadley, says: “When we selected SEI, we recognised we were choosing a firm that could become a trusted, strategic partner to support our growth over the long term. Our expectations have been surpassed, particularly given the extraordinary and unprecedented environment we have found ourselves in during 2020. The level of service, focus and dedication of the SEI team has been exemplary. We’re very pleased to be officially live and look forward to leveraging our partnership with SEI in the months and years ahead.” 

Brett Williams, Managing Director of UK Private Banking for SEI, says: 
“From the outset of our strategic partnership with Connor Broadley, it was apparent that we shared an ambition to confidently improve end-client experiences through increased efficiencies and the application of innovative technology. Our mutual commitment to that strategy has enabled us to withstand the remote working challenges that Covid-19 has created, remain focused on our implementation schedule and ultimately complete the migration successfully and on time. I’m proud that our team has remained focused on keeping all implementations on track, helping to mitigate the risk of incremental expenses and the considerable burden on staff that can be experienced by firms where implementation dates are delayed by providers. We now look forward to supporting Connor Broadley in meeting its immediate and long-term growth ambitions.”