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Technology

Waverton chooses SEI Wealth Platform

Waverton Investment Management will adopt the SEI Wealth Platform, a fully-integrated, single-infrastructure technology and operational outsourcing solution. SEI was chosen…

Morningstar taps SMArtX to power asset management platform

Morningstar Investment Management, a subsidiary of independent research provider Morningstar, has selected SMArtX Advisory Solutions to power its turnkey asset management platform. SMArtX will provide its cloud-native account technology to…