Outsourced Personal Expense Management Solution

Designed to help wealthy families manage their complex banking activities and relationships, SEI's outsourced personal expense management solution allows clients to offload the tedious and time-consuming bill payment and cash flow reporting process to a highly-skilled team of accounting professionals. This service leverages deep accounting expertise and sophisticated, proprietary accounts payable technology to deliver an efficient, controlled and secure accounts payable alternative.

Download our Outsourced Personal Expense Management Solution Overview to learn more about how SEI efficiently and securely manages vendor information, tracks expenses, manages cash flow and executes the bill payment process.