Clermont Trust USA Goes Live on the SEI Wealth Platform
SEI (NASDAQ:SEIC) announced that Clermont Trust USA is now live on the SEI Wealth Platform (SWP) using a streamlined SWP configuration and an accelerated implementation model designed for regional and community banks and trust companies managing <$1 billion in assets.
The arrangement offers end-to-end infrastructure, access to SEI asset management, advisor and client portals, advanced reporting, business process outsourcing, and on-demand industry expertise. SEI reported $1.3 trillion in assets on SWP and $7.1 trillion on its wealth management platforms as of Dec 31, 2024.
SEI (NASDAQ:SEIC) ha annunciato che Clermont Trust USA è ora in fase operativa sulla SEI Wealth Platform (SWP) utilizzando una configurazione SWP snella e un modello di implementazione accelerato progettato per banche regionali e comunitarie e società fiduciarie che gestiscono <$1 billion di attività.
L'accordo offre infrastruttura end-to-end, accesso alla gestione degli asset SEI, portali per consulenti e clienti, reportistica avanzata, outsourcing dei processi di business e competenze settoriali su richiesta. SEI ha riportato $1.3 trillion di attività su SWP e $7.1 trillion sulle sue piattaforme di gestione patrimoniale al 31 dicembre 2024.
SEI (NASDAQ:SEIC) anunció que Clermont Trust USA ya está activo en la SEI Wealth Platform (SWP) usando una configuración SWP simplificada y un modelo de implementación acelerado diseñado para bancos regionales y comunitarios y sociedades fiduciarias que gestionan <$1 mil millones en activos.
El acuerdo ofrece infraestructura de extremo a extremo, acceso a la gestión de activos de SEI, portales para asesores y clientes, informes avanzados, externalización de procesos comerciales y experiencia sectorial a demanda. SEI reportó $1.3 trillones en activos en SWP y $7.1 trillones en sus plataformas de gestión de patrimonio a fecha del 31 de diciembre de 2024.
SEI (NASDAQ:SEIC) 은 Clermont Trust USA가 이제 SEI Wealth Platform (SWP)에서 라이브로 가동되었다고 발표했습니다. 이는 지역 및 커뮤니티 은행과 신탁 회사를 대상으로 하는 간소화된 SWP 구성과 가속화된 구현 모델을 사용하여 <$1십억의 자산을 관리합니다.
이 구성은 엔드-투-엔드 인프라, SEI 자산 관리, 어드바이저 및 고객 포털, 고급 보고, 비즈니스 프로세스 아웃소싱 및 필요 시 산업 전문 지식에 대한 액세스를 제공합니다. SEI는 SWP에서 $1.3조의 자산과 자사의 자산 관리 플랫폼에서 $7.1조의 자산을 2024년 12월 31일 기준으로 보고했습니다.
SEI (NASDAQ:SEIC) a annoncé que Clermont Trust USA est désormais en ligne sur le SEI Wealth Platform (SWP) en utilisant une configuration SWP rationalisée et un modèle de mise en œuvre accéléré conçu pour les banques régionales et communautaires ainsi que les sociétés fiduciaires gérant <$1 milliard d'actifs.
L'accord offre une infrastructure de bout en bout, l'accès à la gestion d'actifs SEI, des portails pour les conseillers et les clients, des rapports avancés, l'externalisation des processus métier et une expertise sectorielle à la demande. SEI a déclaré détenir $1.3 trillion d'actifs sur SWP et $7.1 trillion sur ses plateformes de gestion de patrimoine au 31 décembre 2024.
SEI (NASDAQ:SEIC) gab bekannt, dass Clermont Trust USA nun auf der SEI Wealth Platform (SWP) mit einer schlanken SWP-Konfiguration sowie einem beschleunigten Implementierungsmodell live geht, das speziell für Regional- und Gemeindebanken sowie Treuhandgesellschaften konzipiert ist, die <$1 Milliarde Vermögen verwalten.
Das Setup bietet End-to-End-Infrastruktur, Zugriff auf SEI-Asset-Management, Berater- und Kundenportale, fortschrittliche Berichte, Business Process Outsourcing und bedarfsgesteuerte Branchenexpertise. SEI meldete $1.3 Billionen Vermögen auf SWP und $7.1 Billionen auf seinen Wealth-Management-Plattformen zum 31. Dezember 2024.
SEI (NASDAQ:SEIC) أعلنت أن Clermont Trust USA أصبحت فعالة على SEI Wealth Platform (SWP) باستخدام إعداد SWP مبسط ونموذج تنفيذ مُسرّع مصمم للبنوك الإقليمية ومؤسسات الثقة التي تدير <$1 مليار من الأصول.
يقدم الترتيب بنية تحتية شاملة من النهاية إلى النهاية، والوصول إلى إدارة أصول SEI، وبوابات المستشارين والعملاء، والتقارير المتقدمة، والاستعانة بمصادر خارجية لعمليات الأعمال، وتقديم خبرة صناعية حسب الطلب. قالت SEI أن لديها $1.3 تريليون من الأصول على SWP و$7.1 تريليون على منصاتها لإدارة الثروات حتى 31 ديسمبر 2024.
SEI (NASDAQ:SEIC) 宣布 Clermont Trust USA 现已在 SEI Wealth Platform (SWP) 上上线，采用简化的 SWP 配置和面向区域性与社区银行及信托公司管理 <$1 billion 资产的加速实施模型。
该方案提供端到端的基础设施、对 SEI 资产管理、顾问与客户门户、高级报告、业务流程外包，以及按需的行业专长访问。SEI 报告称，在 SWP 上资产为 $1.3 trillion，在其财富管理平台上的资产为 $7.1 trillion，截至 2024年12月31日。
- $1.3 trillion in assets on SEI Wealth Platform as of Dec 31, 2024
- $7.1 trillion total assets on SEI wealth platforms as of Dec 31, 2024
- Streamlined model targets firms managing <$1 billion in assets
- None.
Insights
SEI deployed a streamlined SWP configuration for a small trust firm, illustrating faster onboarding and expanded access to SEI asset management.
Clermont Trust USA is now live on the SEI Wealth Platform, using an optimized, condensed implementation designed for firms managing less than
Key dependencies and risks include execution of the condensed implementation without operational disruption, actual asset transfers onto the platform, and measurable client experience improvements; the firm cited "little to no disruption," but independent verification is not provided. Monitor asset migration progress and service-level integration over the next 3–12 months and watch any disclosed metrics on implementation timelines, cost savings, or client adoption rates for concrete assessment.
SEI Introduces Streamlined Implementation Model and Scalable Platform for
Community Banks and Trust Companies
Commenting on the strategic partnership, Bob Hogan, President and CEO of Clermont Trust
"We're committed to delivering highly customized trust and advice solutions that combine our team's deep fiduciary experience with the flexibility and high-level service our clients deserve. Whether it's navigating complex wealth needs, adapting to a changing regulatory environment, or streamlining front-to-back-office operations, we know these challenges can only be solved with scalable, integrated solutions.
"The SEI Wealth Platform gives us a powerful, end-to-end infrastructure and a broad set of capabilities that can grow alongside our business, helping us meet client needs quickly and at scale. SEI's tailored implementation approach made it possible for us to get up and running fast, with little to no disruption across our business operations. As we work to deliver a more unified trust and wealth experience for our clients, SEI's solutions and in-depth industry expertise give us the flexibility and scale to fuel our future growth."
The streamlined SWP configuration is designed to offer community banks and trust companies a comprehensive suite of services and capabilities and inherent access to SEI's asset management offering. The solution can be implemented on a condensed implementation timeline, allowing firms to swiftly transfer assets, enhance their technology and user experience, and gain operational efficiency. SEI's trust accounting and wealth management ecosystem of solutions for community banks and trust companies includes:
- Direct access to SEI's tailored investment strategies and sophisticated asset management tools to support them
- An end-client portal and advisor views for transparent, interactive access to customers' financial information
- Advanced reporting and analytics tools that deliver critical wealth insights
- Comprehensive business process outsourcing
- Add-on platform services and on-demand access to industry expertise to support scale and growth
Sanjay Sharma, Global Head of SEI's Private Banking business, added:
"Serving trust companies and regional and community banks has been integral to our business for more than 55 years, and we understand the increasing challenges they face in a dynamic and competitive wealth management landscape. They are seeking greater access to asset management solutions in addition to cost-effective, modern solutions that replace inefficient legacy systems. However, access to robust, integrated platforms has largely been impeded by soaring technology costs and complex implementation models that cater to the larger end of the market.
"We developed this streamlined technology and implementation model with a focus on speed to market and flexibility to reduce costs. A scalable, open-for-business foundation gives our clients ongoing access to the benefits of the SEI Wealth Platform's advanced infrastructure alongside the breadth of our technology, operations, and asset management capabilities. The model enables us to be a true strategic partner to clients like Clermont Trust
As of December 31, 2024, SEI has approximately
About SEI®
SEI (NASDAQ:SEIC) is a leading global provider of financial technology, operations, and asset management services within the financial services industry. SEI tailors its solutions and services to help clients more effectively deploy their capital—whether that's money, time, or talent—so they can better serve their clients and achieve their growth objectives. As of September 30, 2025, SEI manages, advises, or administers approximately
About the SEI Wealth PlatformSM
The SEI Wealth Platform (the Platform) is an outsourcing solution for wealth managers encompassing wealth processing services and wealth management programs, combined with business process expertise. With the Platform, SEI provides wealth management organizations with the infrastructure, operations, and administrative support necessary to capitalize on their strategic objectives in a constantly shifting market. For more information, visit seic.com/wealthplatform.
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Company Contact: |
Media Contact: |
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Leslie Wojcik |
Eric Hazard |
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SEI |
Vested |
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+1 610-676-4191 |
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lwojcik@seic.com |
eric@fullyvested.com |
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SOURCE SEI Investments Company
FAQ
What did SEI announce on October 29, 2025 about Clermont Trust USA (SEIC)?
How much assets does SEI report on the SEI Wealth Platform (SWP) as of Dec 31, 2024 for SEIC?
What client segment does SEI's streamlined SWP configuration target for SEIC?
What capabilities does the SEI Wealth Platform offer to Clermont Trust USA (SEIC)?
Does the SEI announcement state expected implementation timing for SEIC clients?
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