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SEI unveils unified platform
19 June 2026 US, UK
Image: hasan/stock.adobe.com
SEI has introduced an unified platform that improves data access, insights, and operational efficiency, as part of its investment in a technology roadmap for public and private market investment managers.
The new solution spans the full operational lifecycle and combines SEI Data Cloud, the firm’s centralised data foundation, with SEI Scope, a manager portal that brings workflows, analytics, and oversight together through near real-time visualisations.
SEI Data Cloud delivers a scalable data foundation while ensuring governance and accuracy, and SEI Scope provides actionable insight through configurable workflows, analytics, and digital NAV drill-down capabilities.
The firm also introduced integrated waterfall calculation and scenario analysis tools that connect directly to live fund data, enabling managers to model distributions in real time.
Phil McCabe, head of SEI’s investment managers business, notes: “By continuing to invest in a unified data foundation, intelligent workflows, and automation grounded in strong governance and safety, we’re helping managers shift from static reporting to continuous insight while maintaining accuracy, control, and human oversight.
“The result is technology designed to reduce complexity and help firms move faster, reduce friction, and scale with confidence without compromising oversight or service quality.”
The new solution spans the full operational lifecycle and combines SEI Data Cloud, the firm’s centralised data foundation, with SEI Scope, a manager portal that brings workflows, analytics, and oversight together through near real-time visualisations.
SEI Data Cloud delivers a scalable data foundation while ensuring governance and accuracy, and SEI Scope provides actionable insight through configurable workflows, analytics, and digital NAV drill-down capabilities.
The firm also introduced integrated waterfall calculation and scenario analysis tools that connect directly to live fund data, enabling managers to model distributions in real time.
Phil McCabe, head of SEI’s investment managers business, notes: “By continuing to invest in a unified data foundation, intelligent workflows, and automation grounded in strong governance and safety, we’re helping managers shift from static reporting to continuous insight while maintaining accuracy, control, and human oversight.
“The result is technology designed to reduce complexity and help firms move faster, reduce friction, and scale with confidence without compromising oversight or service quality.”
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