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SEI Family Office Services Consolidated Reporting Service

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Consolidated Reporting Service at a glance Increasingly complex investment portfolios coupled with ever-evolving and uncertain market conditions create the need for unprecedented levels of financial clarity and control. Our consolidated reporting solution provides the most powerful, unified and independent view of your client's complete wealth picture by transforming complex, diversified investment data into clear, concise reporting that can be used to make critical decisions. SUPERIOR DATA ACCURACY & TIMELINESS Our operations team eliminates the need for labor- intensive and error prone manual data processing by utilizing an automated, multi-tiered reconciliation process, during which the aggregated data is subjected to multiple levels of validation and enrichment on a daily, monthly and quarterly basis. ADVANCED DATA SECURITY Confidentiality, security, technology and information controls govern every aspect of the intake, processing and accessibility of the data that resides on or passes through our platform. SEI Family Office Services has undergone a comprehensive review of these controls by an independent audit firm and is in accordance with the Shared Assessments Standardized Control Assessment. ON-DEMAND DATA ACCESS Our sophisticated technology provides immediate access to your client's consolidated financial picture through a single, secure platform, enabling you to interactively monitor and track assets over time, measure performance, assess risks and deliver clear insight into your client's complete financial position. COMPREHENSIVE CLIENT REPORTING Our outsourced reporting solution blends state-of-the-art, proprietary technology with disciplined operational processes and a highly-skilled support team to deliver a consolidated total wealth picture that provides clarity, control and peace of mind among advisors and their UHNW clients. SEI Family Office Services provides a sophisticated set of tools that track, aggregate and report on a wide variety of both public and private investment vehicles. As a single, integrated investment management and reporting solution, our unique combination of technology and outsourced services replace a variety of stand-alone applications that many firms use to support their day-to-day operations and client reporting. Our experience in delivering industry-leading solutions to ultra-high net worth families and their trusted advisors gives us the unique advantage of understanding the complex investment management, reporting, service-level and security requirements posed by UHNW clients. SEI Family Office Services

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