Clermont Trust USA Goes Live on the SEI Wealth Platform
SEI® has announced that Clermont Trust USA, an independent trust company serving family offices and high-net-worth individuals globally, is live on the SEI Wealth PlatformSM (SWP), leveraging an optimized configuration of SWP and a streamlined implementation model designed for regional and community banks and trust companies managing less than $1 billion in assets.
Commenting on the strategic partnership, Bob Hogan, President and CEO of Clermont Trust USA, said:
Flexible Plan Investments Launches FlexDirex
Flexible Plan Investments Ltd. (FPI), a leading provider of dynamic, risk-managed investment solutions, has announced the launch of FlexDirex, an innovative suite of first-to-market single-stock ETF strategies in the U.S. The FlexDirex platform introduces two actively managed ETF strategies—Tech Plus and Focused Core—designed to provide financial advisers with tactical solutions for both high-growth and diversified portfolios.
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