Technology

Trust Company Of Oklahoma Renews With SEI

Wendy Connett Editor New York 13 January 2011

Trust Company Of Oklahoma Renews With SEI

The Trust Company of Oklahoma has renewed a multi-year agreement with SEI, which provides core processing and accounting systems to its private client and institutional businesses. As part of the 10-year renewal, the Trust Company of Oklahoma will now use both SEI’s custody services and complete suite of fully integrated portfolio management services.

“Not only has Global Wealth Services helped us manage the ever-increasing regulatory requirements, they’ve eased administration by streamlining our processes and allowing us to concentrate on promoting growth within our organization,” Tom Wilkins, chairman, chief executive and president of the Trust Company of Oklahoma, said.

SEI’s wealth processing services are a component of its Global Wealth Services platform.

 

Register for WealthBriefing today

Gain access to regular and exclusive research on the global wealth management sector along with the opportunity to attend industry events such as exclusive invites to Breakfast Briefings and Summits in the major wealth management centres and industry leading awards programmes