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SEI Family Office Services Consolidated Reporting Service

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DENVER, CO INDIANAPOLIS, IN NEW YORK, NY OAKS, PA U.S. OFFICES: © S E I 2 0 1 7 - 2 0 2 1 1 7 a 5 c 6 - I M S ( 0 9 / 2 0 1 7 ) Learn more about how our comprehensive solutions can help you optimize the management and understanding of your clients' wealth. 866.775.9994 ABOUT SEI FAMILY OFFICE SERVICES SEI Family Office Services delivers technology and outsourced services that support the accounting, investment management and reporting functions of family offices, private banks, private wealth advisors and alternative asset managers. Designed to help family offices and advisors to wealthy families better serve their ultra-high-net-worth clients, SEI's award-winning Archway Platform℠ and high-touch outsourced services efficiently handle complex partnership, portfolio and corporate accounting alongside bill payment, investment management and multi-asset class data aggregation. As of Dec. 31, 2020, SEI Family Office Services has $415 billion in assets on platform. For more information, visit ABOUT SEI After 50 years in business, SEI (NASDAQ:SEIC) remains a leading global provider of investment processing, investment management, and investment operations solutions designed to help corporations, financial institutions, financial advisors, and ultra-high-net-worth families create and manage wealth. As of Dec. 31, 2020, through its subsidiaries and partnerships in which the company has a significant interest, SEI manages, advises or administers approximately $1 trillion in hedge, private equity, mutual fund and pooled or separately managed assets, including approximately $369 billion in assets under management and $787 billion in client assets under administration. For more information, visit OUR SOLUTIONS ASSETS ON PLATFORM $415B+ CLIENTS OVER 200 FIRMS OFFICES INDIANAPOLIS, DENVER, NEW YORK, OAKS FAMILY WEALTH REPORT AWARD WINNER 2016 | 2017 | 2018 | 2019 | 2020 INTEGRATED ACCOUNTING SOFTWARE SEI's proprietary Archway Platform is built around a centralized general ledger that enables comprehensive support of industry-specific functions required to effectively manage all critical aspects of complex wealth information — from portfolio, partnership and internal accounting capabilities to performance reporting, investment management and bill payment. Designed as a core operational platform, this architecture ensures that all business functions are tightly aligned, dramatically improving reporting accuracy and providing flexibility in delivering a solution that is tailored to meet the unique needs of wealthy families and the private wealth management firms that serve them. CLIENT PORTAL Developed in concert with SEI's Archway Platform, the mobile client portal is specifically designed to help private wealth management firms effectively communicate with their end-clients. The client portal pulls accounting, investment and performance data directly from the accounting software and publishes the information into an interactive, dashboard-style display with intuitive charts, graphs and tables. Given the flexibility of the technology, users are able to tailor individual end-client views based upon specific interests and data requirements, providing on-demand access to a complete wealth picture. OUTSOURCED SERVICES In addition to its proprietary technology solutions, SEI Family Office Services division delivers a wide range of fully outsourced services that allow clients to leverage the award-winning technology through a dedicated services team. Designed for private wealth management firms seeking to minimize reliance upon internal operational resources, our highly-experienced outsourced services team provides delivery capabilities for a variety of day-to-day functions — from portfolio data aggregation and consolidated investment reporting to bill payment, partnership accounting and tax basis reconciliation services. As a result, private wealth management firms are able to streamline and control the management of client data. QUICK FACTS as of December 31, 2020

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