SEI Investments released its new SEI Manager Dashboard for Separately Managed Accounts (SMAs), a Web-based data management application.
The new application aims to solve operations information and data availability issues facing SMA investment managers today by creating a single consolidated view of critical decision-making information.
The SEI Manager Dashboard for SMAs is constructed of a data store that integrates information from all portfolio accounting, trading, document management, and workflow automation systems.
“The big leap here is in giving separate account managers almost unlimited flexibility to uncover business opportunities and gain audience-specific insights hidden in their own data,” said Steve Meyer, head of SEI’s Investment Manager Services unit. “Beyond streamlining information management across all business functions, the Dashboard for SMAs is a tool for transforming the way SMA managers think, communicate, and strategize about their business.”