Pinnacle Trust Goes Live on SEI Wealth Platform(SM)

Pinnacle Trust Goes Live on SEI Wealth Platform(SM) 
SEI's Scalability and Single-Infrastructure Integration Pointed to as
Key Differentiators in Selection Process 
OAKS, PA -- (Marketwired) -- 06/24/13 --    SEI (NASDAQ: SEIC)
announced today that Pinnacle Trust has gone live on the company's
fully integrated wealth management solution, the SEI Wealth
Platform(SM) (the Platform). The Platform provides Pinnacle Trust
with a single-infrastructure solution, integrating wealth processing
and wealth management and will enable Pinnacle Trust's advisors to
provide their clients with holistic and transparent pictures of their
wealth.  
Pinnacle Trust, an independent trust company based in Jackson,
Mississippi, offers integrated financial solutions in three primary
business areas: wealth management, financial planning, and trust
services. An SEI client since 1997, Pinnacle Trust announced during
the fourth quarter of 2012 that it renewed its relationship with SEI
for an additional 10 years. Pinnacle Trust has nearly 900 accounts
and will have over $400 million in assets on the Platform. 
"For the past 15 years, SEI has served as our true strategic partner,
and we've directly experienced the unparalleled depth of SEI's wealth
management expertise and top-rate, end-to-end technology offering,"
said Stacey Wall, Chief Executive Officer, Pinnacle Trust. "With the
SEI Wealth Platform, we'll not only be able to focus on client needs,
but simultaneously upgrade our infrastructure and move much of our
business to a Unified Managed Household environment, allowing us to
aggressively grow and transform our business." 
"We were thrilled that Pinnacle Trust chose to expand its extensive
relationship with SEI, and the company's successful conversion onto
the SEI Wealth Platform is a true milestone," said Al Chiaradonna,
Senior Vice President, SEI Wealth Platform. "The Platform was
designed to respond to evolving client demands and drive efficiencies
throughout a firm's wealth management business. Pinnacle Trust saw an
opportunity to become an early adopter, and we look forward to
working with them as they continue to grow and enhance their
business." 
With the SEI Wealth Platform, Pinnacle Trust will not only have the
ability to offer its services in a scalable and strategic manner, but
i
t will also benefit from innovative, leading edge tools which are
necessary for firms looking to attract top advisors.  
"Over the next few years we want to aggressively grow our business by
both adding new advisors and building client assets," said Jeremy
Nelson, Chief Investment Officer, Pinnacle Trust. "SEI's fully
integrated solution will enable our success throughout the
relationship cycle by supporting our new business-development
initiatives in the beginning, and providing cutting-edge tools to
service our clients throughout the duration of their relationship
with us. We're confident this is the kind of
straight-through-processing environment that will appeal to advisors
and will ultimately assist us in attracting and retaining additional
talent while providing a truly differentiated client experience." 
Pinnacle Trust is the second SEI U.S. bank client to go live on the
SEI Wealth Platform, following Centier Bank's conversion in December
2012.  
About the SEI Wealth Platform(SM)
 The SEI Wealth Platform (the
Platform) is an outsourcing solution for wealth managers encompassing
wealth processing services and wealth management programs, combined
with business process expertise. With the Platform, SEI provides
wealth management organizations with the infrastructure, operations,
and administrative support necessary to capitalize on their strategic
objectives in a constantly shifting market. The SEI Wealth Platform
supports trading and transactions on 104 stock exchanges in 45
countries and 33 currencies, through the use of straight-through
processing and a single operating infrastructure environment. For
more information, visit: http://www.seic.com/enUS/private-banks.htm. 
About SEI 
 SEI (NASDAQ: SEIC) is a leading global provider of
investment processing, fund processing, and investment management
business outsourcing solutions that help corporations, financial
institutions, financial advisors, and ultra-high-net-worth families
create and manage wealth. As of March 31, 2013, through its
subsidiaries and partnerships in which the company has a significant
interest, SEI manages or administers $495 billion in mutual fund and
pooled or separately managed assets, including $206 billion in assets
under management and $289 billion in client assets under
administration. For more information, visit www.seic.com. 
About Pinnacle Trust
 Pinnacle Trust is Mississippi's only
independent trust company. The company offers an integrated financial
solution to its clients, focusing in the areas of asset management,
financial planning, and trust services. With $400 million under
management, Pinnacle Trust is one of the state's largest independent
financial services firms. For more information, visit
www.pinntrust.com.  
Company Contact: 
Dana Grosser 
SEI 
+1 610-676-2459 
dgrosser@seic.com  
Media Contact:
Alex Dalgliesh
Braithwaite Communications
+1 215-564-3200 x 116
adalgliesh@gobraithwaite.com 
 
 
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