Steven Edelman Email & Phone Number

Allendale, Nj, Us

Greater New York City Area

SEI Family Office is at the forefront of the ultra-high net worth consolidated accounting, investment management and reporting industry, providing the most comprehensive and powerful solutions for empowering wealth management firms to more effectively and efficiently deploy, protect and grow client wealth.Our enterprise-grade software and outsourced service offerings have been purpose-built to serve the full universe of private wealth back-office and front-office needs through a single, integrated technology platform. The proprietary platform supports complex partnership, portfolio and internal accounting capabilities alongside client fee billing, investment management and multi-asset data aggregation. In addition, there is a mobile-enabled client portal through which a broad range of performance, allocation, and risk reporting can be generated. We serve clients that span the wealth management industry, with assets ranging from $20 million to over $20 billion, including many of the largest Single and Multi-Family Offices in the world, leading global Private Banks, Investment Advisors, Hedge Funds and CPA Firms.Specialties:Wealth Management Software, Data Aggregation, Portfolio Accounting, Performance / Risk Reporting, General Ledger Accounting, Partnership Accounting, Outsourced Reconciliation, Accounting, and Bill Payment Services.

Wilton, Ct

Private Client Resources (PCR) is the aggregation, reporting and service partner to leading Private Banks, Single and Multi-Family Offices, and RIAs. This unique positioning has allowed PCR to gain insight into the challenges and opportunities encountered by our clients and the High Net Worth (HNW) families they serve. PCR serves end-clients with assets that currently range from $20 million to over $800 million

White Plains, Ny

DataLan Corporation, a Microsoft Gold Partner, provides information worker solutions, based on Microsoft SharePoint and Office technologies, enabling organizations to innovate and compete in a global economy. Responsible for Organizational Management, Human Resources, managing strategic projects and vendor relationships.

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