The new platform offers uninterrupted services supporting all stages of a wealth manager’s client relationships and all levels of an organization’s processing, investment management, and end-client needs.
Apart from this, the technology upgrade will allow the bank to utilize a models-based investment strategy, while benefiting from the platform’s wealth management integration across all business segments including private client, institutional, and custody businesses.
SEI executive vice president Joseph Ujobai said, "GWP is designed to help organizations reorient their businesses towards providing future value and long-term enterprise success."
Northern Indiana-based Centier Bank has over 700 accounts, manages more than $400m in assets and caters numerous banking services to personal, business, and corporate customers.
Using a single operating infrastructure environment and a straight-through processing, GWP currently supports trading and transactions on 101 stock exchanges in 57 nations and 33 currencies.
