Frequently
asked questions.
Technology & custody
Q. Who is the custodian for
client assets?
A.
SEI Private Trust Company (SPTC) is
the custodian for client assets.
Q. Why would a SEI Private Trust
Company be a good choice for
my custodian?
A.
SEI Private Trust Company (SPTC) does not
commingle client assets with its own or other
investors. And because all client assets are
held in an account under the client's name,
SPTC creditors have no claim to
those assets.
Also, SPTC, like other similar institutions,
may not pledge, lend or margin assets that
are held in custody. It's also regularly audited
by independent and internal auditors and is
subject to routine examination by the Office
of the Comptroller of the Currency.
Q. What is the SEI Wealth Platform?
A.
The technology that powers our custodian,
SEI Private Trust Company (SPTC). Custody
and technology are provided as a singular
offering to provide you and your clients an
integrated experience.
Q. Can SEI help me with
performance tracking
and reporting?
A.
Yes, we offer performance reporting as an
inclusive part of our core custody offering and
can be provided on client statements. We also
provide technology that gives you the ability
to calculate performance for custom time
periods, report performance at the household
or account level, and control whether or not to
use investment benchmarks or assign custom
benchmarks.
