InvestmentNews Highlights SEIA’s Data Foundation for AI

InvestmentNews highlights SEIA’s data infrastructure and the foundation supporting SEIA Brain.

InvestmentNews highlighted SEIA’s work with Invent to build a governed data foundation supporting improved reporting, operational efficiency and the firm’s proprietary SEIA Brain AI framework.

Read on InvestmentNews

September 25 2026

InvestmentNews featured SEIA in a recent fintech roundup examining how wealth management firms are building the infrastructure needed to support artificial intelligence.

The article highlights SEIA’s partnership with Invent to create a governed data environment that validates, standardizes and enriches information from across the firm. It also notes SEIA’s move to new reporting tools that allow authorized employees to create and export reports without relying on outside specialists or the technology team.

“AI is creating tremendous opportunities across wealth management, but its long-term value depends on having the right data foundation in place,” said Matt Matrisian, President of SEIA.

That foundation now supports SEIA Brain, SEIA’s proprietary AI framework designed to support employees across marketing, sales, finance, operations and compliance.

Read the full article on InvestmentNews.

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