SEI Acquires Oranj Platform to Digitize Financial Advisor Collaboration | Around the Web-Pennsylvania

Oaks, Pennsylvania, March 31, 2021 / PRNewswire / -SEI (NASDAQ: SEIC) today announced the acquisition of Oranj’s cloud-native technology platform, which provides digital collaboration tools to financial advisors and their clients. For advisors using SEI’s Independent Advisor Solutions, the acquisition is expected to open up new opportunities for technology-driven client engagement, including client portals that provide the financial insights investors expect in the digital-first world. I will.

“Financial advisors are facing a fundamental shift from changing investor expectations to a rapidly evolving technology outlook. They have the opportunity and responsibility to build better financial futures for their clients. I now have a tool for meaningful client conversations. ” Erich Holland, Responsible for the distribution and engagement of independent advisor solutions. “We are pleased to add Oranj’s intuitive technology platform to SEI’s suite of solutions. By providing clients with these valuable tools, advisors can work more dynamically with clients and investor financial futures. I believe we can build confidence in the impact on our clients. ”

The key features of Oranj, the latest platform for streamlining portfolio management and client services:

  • An investor portal that provides an interactive view of the client’s entire financial life
  • Messaging capabilities designed to provide direct communication and eliminate long meetings
  • A digital collaboration tool for advisors to work with clients to coordinate goals and share documents
  • Streamlined portfolio management and implementation within a single workflow
  • Rebalancing and trading to simplify day-to-day management of client investments
  • Improve client / prospect management to enhance advisor operations and improve client service
  • A model market for advisors to build investment solutions and leverage pre-built solutions

The Oranj Technology Platform aims to complement the SEI Wealth PlatformSMA single infrastructure technology solution that supports an end-to-end wealth management experience, including custody services, model management, and trading. The integration of Oranj’s assets is expected to enable SEI to deliver an enhanced digital experience across all aspects of the advisor’s business, including the entire client engagement lifecycle.

“The wealth management sector continues to be under pressure to digitize the investor experience. Technology integration with Oranj’s SEI Wealth Platform makes a big difference in how advisors interact and interact with clients and is transparent. We believe it provides sex. The insights investors need to make financial decisions. ” Kevin Crowe, Head of Product Development for Independent Advisor Solutions. “We are also looking forward to welcoming a talented team to SEI with in-depth knowledge of the technical needs of the independent advisor market.”

Founder and CEO of Oranj as part of the deal David lyon We joined SEI with 13 engineers, developers, cloud specialists and client service personnel to support seamless migration.

“We built Oranj with a firm belief that the only and most powerful way to help people achieve their personal and financial goals is to work. When Financial Advisors — They do not replace them. “We are proud to continue the work we started at SEI in 2014. The SEI team is committed to a deep dedication to the advisor community and a human-led, technology-enabled wealth management solution. “.

About SEI’s Independent Advisor Solution

SEI’s Independent Advisor Solutions provides independent financial advisors with wealth management services through outsourced investment strategy, management and technology services, and practice management programs. Through these services, SEI helps advisors save time, increase revenue and differentiate themselves in the market. With a history of financial strength, stability and transparency, Independent Advisor Solutions has been serving the independent financial advisor market for over 25 years and has 7,500 advisors working with SEI. $ 75.1 billion Assets of managed advisors (currently December 31, 2020). Independent Advisor Solutions is SEI’s strategic business unit. For more information Visit

About SEI

After 50 years of business, SEI (NASDAQ: SEIC) is created by companies, financial institutions, financial advisors and super-expensive families to manage their wealth.the current December 31, 2020, SEI provides approximate management, advice, or management through subsidiaries and partnerships in which the company is of great interest. $ 1 trillion Hedges, private equity, mutual funds, pooled assets or individually managed assets (approx. $ 369 billion Assets under management and $ 778 billion With managed client assets. For more information, please visit:

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Source SEI Investments Company

SEI Acquires Oranj Platform to Digitize Financial Advisor Collaboration | Around the Web-Pennsylvania

Source link SEI Acquires Oranj Platform to Digitize Financial Advisor Collaboration | Around the Web-Pennsylvania

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