SEI

Data Services

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 help drive growth, make confident decisions, and protect futures. As of March 31, 2024, SEI manages, advises, or administers approximately $1.5 trillion in assets. visit https://www.seic.com/rias-independent-advisors/advisor-technology/our-technology-integrations.

Integration

Docupace has integrated with SEI to provide advisors and their firm with daily, weekly, or on demand transaction detail on:

Security
Price
Customer and Accounts
Position
Trades

These standard files are imported automatically into Docupace’s Compensation Management or Surveillance and Compliance products for a streamlined reporting and monitoring experience.

Integration Benefits for Docupace Compensation Management

Our easily customized and rules-based compensation product takes away compensation frustration and allows your firm to grow by:

- Eliminating manual compensation calculations
- Creating up-to-the-minute, accurate financial reports
- Handling the most complex compensation payout plans

Integration Benefits for Docupace Surveillance and Compliance

Our rules-based, alert-driven auditing and compliance solution gives your risk & compliance management team confidence by:

Consistently applying rules across your enterprise that scales as you do
Improving efficiency by utilizing our exception-based processes
Allowing your team to focus on high-risk transactions for higher-quality outcomes