Wealth management firm TrinityBridge has expanded its strategic partnership with SEI through the adoption of its cloud, cybersecurity, and network services technology Sphere.

SEI’s Sphere provides unified managed services across these operations, seeking to help organisations operate securely and efficiently in an ever-evolving digital landscape.

TrinityBridge has already adopted the SEI Wealth Platform and SEI Data Cloud, and has now become the first UK/EMEA client to implement SEI’s managed services platform.

Through the adoption of Sphere, TrinityBridge aims to gain enhanced enterprise visibility and unlock long-term operational value.

This will be achieved through the replacement of fragmented IT with an integrated platform, driving greater efficiency and business impact, and the consolidation of vendors and technology investments.

“Our commitment to becoming the highest quality place for wealth professionals and their clients in the UK means that we need to integrate select, best-of-breed technologies into our solution,” commented TrinityBridge COO, Gregg Clarke.

“We chose SEI as a strategic partner because they both understand our business and are technologically and culturally aligned. As we continue to deliver a modern wealth management experience, SEI was the only company that could bring network, cloud, and cybersecurity together in a proven, cost-effective manner.

“The expansion of our strategic partnership enables us to take superior customer service and protection to the next level.

“SEI Sphere’s prescriptive approach to delivery allows us to not only provide reliable, quality, and timely service to clients, but it also helps us meet evolving regulations while adhering to the highest standards of data protection—all without the complexity of working with multiple providers.”

SEI Sphere head, Steve Bomberger, added: “We’re excited to partner with TrinityBridge as they embark on a transformative journey to redefine their IT strategy and position their business for lasting, sustainable success.

“This deepening collaboration is a powerful testament to the impact of SEI’s integrated digital transformation approach.

“Through SEI Sphere, TrinityBridge is not just simplifying and securing their operations, but aligning technology with a bold vision for growth, while maintaining the agility and resilience that will shape the future of wealth management in an ever-evolving industry.”

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