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Categories:Investments

Veracity strikes portfolio partnership with SEI

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Veracity Asset Transformation Service has partnered with SEI to offer the investment firm’s strategic portfolios to advisers.   

Veracity, a business transformation and platform adoption service, says the partnership aims to help advisers consolidate their clients’ historically accumulated pensions and investments onto a wrap platform.

Veracity chief exective John Baxter says: “SEI offers an institutional class investment solution with competitive TERs.”

SEI UK solutions director Andrea Hohlachoff says: “Veracity offers an effective solution to unlocking the potential revenue in an advisers’ back book of business and gives the flexibility of choice of wrap platform and investment solution.”

 

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