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Mel Roberts
Director Of Product Solutions - Sei Family Office Services at Sei Family Office Services
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Work Experience
Jan 2017 - Present · 7 years and 11 months
Director Of Product Solutions - Sei Family Office Services
Jan 2017 - Present · 7 years and 11 months
Manager - Product Design
Jan 2017 - Jan 2023 · 6 years
Education Technology Associates
Product Manager
Sep 2015 - Dec 2016 · 1 years and 3 months
Company Details
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, 2021, SEI Family Office Services has $555 billion in assets on platform. For more information, visit seic.com/archway. About SEI® SEI (NASDAQ:SEIC) delivers technology and investment solutions that connect the financial services industry. With capabilities across investment processing, operations, and asset management, SEI works with corporations, financial institutions and professionals, and ultra-high-net-worth families to solve problems, manage change and help protect assets—for growth today and in the future. As of Dec. 31, 2021, SEI manages, advises, or administers approximately $1.3 trillion in assets. For more information, visit seic.com.
Year Founded
2002
Social Media
Linkedin
Industry
Software Development
HQ Location
8888 Keystone Crossing Suite 1400 Indianapolis, Indiana 46240, US
Keywords
Wealth Management SoftwarePartnership AccountingPortfolio AccountingFund AccountingGeneral Ledger AccountingPerformance ReportingFinancial TechnologyData AggregatioFamily Office SoftwarePrivate Banking Software
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