SEI can assist your trading team by building trades for routine transactions and forwarding them to your team for execution.  This allows our trading clients to limit their number of employees while still maintaining control of the trading process. Since our trade creation service is not system specific, we can support all major trade platforms.

Our services include:

§   Facilitating across-the-board trade support and rotation tracking

§   Working up trade blocks for new accounts*

§   Working up rebalance trades to reflect deposits, withdrawals and other activity*

§   Monitoring cash levels and “drift reports” for rebalancing*

§   Processing of tax selling requests, including compliance with the wash sale rule monitoring*

* Optional service