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SEI's wealth platform connects to Milemarker via SFTP to deliver asset management, custody, and investment data. Advisors using SEI for investment management can sync account and performance data directly into Milemarker's reporting layer.
Overview.
SEI's wealth platform connects to Milemarker via SFTP to deliver asset management, custody, and investment data. Advisors using SEI for investment management can sync account and performance data directly into Milemarker's reporting layer.
How it works.
Automated secure file transfer over encrypted SFTP. Data synced includes: Accounts, Positions, Holdings, Transactions, Performance.
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